Top 40 Index Archives - Just One Lap

ETF: Time travel on the JSE

Kristia van Heerden 11 March 2020ETF Blog, Latest

Checking local investments at the moment is a surefire way to experience instant regret. The weak currency is propping up our offshore investments, but those of us holding JSE-listed companies and ETFs are feeling the pain of short-term market movements in a real way. If, like me, your portfolio fell into a 20% hole overnight, ...

Podcast: Goals, processes and habits

Simon Brown 7 November 2019JSE Direct, Latest

Simon Shares October was a decent month for the Top40, adding almost 3% and now 9.5% year-to-date excluding dividends. Moody's makes us negative but not junk and the ZAR soars. Finance minister, Tito Mboweni, says government 'not considering' the idea of prescribed assets. https://www.businesslive.co.za/bd/national/2019-11-05-treasury-not-considering-prescribed-assets-mboweni-says/ The Shoprite* (JSE code: SHP) update what was way more interesting ...

ETF: Understanding SWIX ETFs

Kristia van Heerden 25 September 2019ETF Blog, Latest

Shareholder-weighted index (SWIX) trackers are weighted by ordinary shares held in the South African share register. Shares in these blue chip companies held by other companies don’t form part of the weighting of the index, neither do shares held by offshore investors. Since these products are weighted by shares held locally, liquidity is a built-in ...

ETF: Understanding the CSEW40

Kristia van Heerden 25 July 2018ETF Blog, Latest

ETFs are rebalanced a few times a year to reflect what is going on in the market. Companies that no longer meet the ETF criteria are booted out and rising stars are included. We originally wrote about the CoreShares Equally-Weighted 40 on 3 February 2016, back when it had a different name and the JSE ...

ETF: How local is your Top40?

Kristia van Heerden 28 February 2018ETF Blog, Latest

Geographical earnings is an important consideration when putting together an ETF portfolio. Avoiding over-exposure to a particular region protects your portfolio from geopolitical instability. Local pension and retirement annuities (RAs) have to be Regulation 28 compliant. Until a week ago, 75% of these funds had to be invested locally. Add an ordinary Top 40 ETF ...