The Sygia iTrix 4th industrial revolution ETF (SYG4IR) has had spectacular returns. We dig into the current holding and what they do.
ETF: A place for new ETFs in your portfolio
While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.
ETF: Do volatility managed ETFs work in volatile times?
Remember those strange volatility ETFs Absa launched a while ago? They were specifically designed to protect your money during volatile times. If you’ve looked at your investments even briefly in the past two weeks, you don’t need me to tell you that the volatile times have arrived, wearing sequins and singing show tunes. Hint: You can ...
ETF: The African property ETF
As any South African retailer with high hopes can tell you, doing business in Africa is not without its obstacles. Those who manage to make it work, however, can be richly rewarded. Cloud Atlas is a boutique South African ETF issuer specialising in access to African markets. In June 2018, the company made it possible ...
Podcast: Managed volatility ETFs
Sponsored by Index and Structured Solutions, Absa CIB Simon Shares US yield curves have inverted across the range. Shorter term rates are higher then longer-term rates. Now every recession has been proceeded by a yield curve inversion. But not every yield curve inversion has been followed by a recession. So maybe it's warning us or ...
ETF: Understanding the Satrix Emerging Market ETF
While South Africa itself is an emerging market, local investors hoping to access other emerging economies have had limited options in the past. These days, we can conveniently access emerging market economies, including the economies of our neighbours, using ETFs. Tip: We discuss the difference between developed and emerging economies in this podcast. 2017 saw the ...
ETF: Understanding the DCCUSD
In 2017, RMB launched an ETF-like creature that gave South African index investors access to US Treasury Bonds (USTBs) for the first time. Instead of a right to the assets of the ETF issuer, who holds the underlying shares of an ETF, investors are USTB owners, fair and square. Since inception, this ETF has returned ...
Podcast: Equal weight needs your vote to be SMART
Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...
Podcast: Factor-based investing
Factor-based investing is nothing new. The idea that certain shares will give higher returns over time is the premise behind the entire asset management industry. Factor-based ETFs are as interesting for their weighting as their methodology. In this episode, we talk about whether factor-based investing has a place in passive investing.
ETF: Tech-centric Sygnia ETF lists on JSE
On 6 December 2017, the Sygnia Itrix 4th Industrial Revolution Global Equity ETF ( SYG4IR) is listing on the JSE. A first to the South African landscape, the ETF tracks the Kensho New Economies Composite Index. Kensho is an American fintech company “that uses proprietary mathematical algorithms and computational models to conduct statistical analyses and ...