MARKET CAPITALISATION OF ETFs AND ETNs NOW EXCEEDS R33 BILLION
|
|
- Loreen Nash
- 6 years ago
- Views:
Transcription
1 MARKET CAPITALISATION OF ETFs AND ETNs NOW EXCEEDS R33 BILLION Mike Brown, etfsa.co.za 10 January 2011 The market capitalisation of Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs), listed on the JSE, grew by 21 percent in 2010, increasing from R27,5 billion at the end of 2009 to R33,3 billion by end 2010 (see attached Schedule A). The following Table 1 lists the market cap by product issuer. Absa Capital (NewFunds) continues to be the top provider of Exchange Traded products, measured by market capitalisation. However, NewGold ETF, which gives direct exposure to physical gold bullion through a listed security on the JSE, accounts for some 93 percent of funds held in Absa Capital ETF products, which indicates far less market acceptance for the other seven ETFs listed by NewFunds.. Satrix Managers, the second largest issuer of ETFs, has a broader range of successful ETF products. Although Satrix 40 (market cap R6,6 billion) is still the dominant product in the Satrix range, the Satrix DIVI grew solidly in 2010 to become the second biggest product in the stable, helped by its excellent price performance over the past three years. Table 1 Market Capitalisation (end 2010) ETF and ETN Issuer % Change Absa Capital , ,8 10% Satrix Managers 9 966, ,2 8% Stanlib ,6 - Deutsche Bank 1 168, ,1 8% BIPS 905, ,1 23& Standard Bank - 464,9 - Investec 205,4 428,3 108% Proptrax 260,9 317,1 21% Nedbank Capital - 36,5 - TOTAL , ,6 21% Source : I-Net Bridge/JSE Mike Brown, Managing Director of etfsa, comments 2010 was the third year in a row of solid growth in the ETF industry. There are now 31 listed ETFs and ETNs, with 9 companies registered to issue exchange listed products. The growing number of ETF issuers, notably amongst the investment banks, indicates that new product offerings and innovations should be a feature of 2011 and beyond. The industry currently, or shortly will, covers all asset classes and offers a consistently widening selection of investment choices. It is likely that ETFs, by offering greater product choice, will become increasingly competitive with actively managed funds in the South African marketplace. 1
2 New Capital Raised in 2010 (see Schedule B) The 21 percent rise in market capitalisation is partly because of the continued recovery in the JSE (the All Share index rose by 16%, excluding dividends in 2010), but also because of new capital raised, either through the issue of additional securities by ETFs already listed on the JSE, or through new listings. In total, R2 292 million in new capital was raised in 2010 by new issues of ETFs or ETNs on the JSE. The most successful new issuer was Stanlib, which commenced its registration by the FSB as a licensed Collective Investment Scheme provider of ETNs, by issuing two products, Stanlib Top 40 and Stanlib SWIX, which raised R2,4 billion in new capital. Both Absa Capital and Satrix delisted securities in 2010, presumably as a result of some profit taking by investors. Table 2 New Capital Raised in 2010 ETF and ETN Issuer Stanlib Standard Bank 447 Investec 210 Deutsche Bank 166 BIPS 121 Nedbank Capital 33 Proptrax - Satrix (571) Absa Capital (550) TOTAL Source: I-Net Bridge/JSE Mike Brown comments the steady growth of the ETF and ETN industry last year in market cap and new capital raised was a further step in the development and acceleration of passively managed exchange listed products. Of particular interest is the continued growth in the value of securities traded, as shown below, as this gives evidence of the growing depth of the industry. Since 2005, when R7,5 billion ETFs were traded on the JSE, the annual values traded have now quadrupled to R33,5 billion in Table 3 Values of ETFs Traded Annually on JSE , , , , , ,8 Source : I-Net Bridge/JSE Terms and conditions: Redistribution, reproduction, the resale or transmission to any third party of the contents of this article and this website, whether by , newsletter, internet or website, is only possible with the written permission of etfsa. etfsa, its sponsors, administrators, contributors and product providers disclaim any liability for any loss, damage, or expense that might occur from the use of or reliance on the data and services provided through this website. 2
3 SCHEDULE A ABSA ETFs and ETNs MARKET CAPITALISATION End 2008 End 2009 End 2010 NewGold 7 078, , ,3 NewRand 510,6 726,5 632,0 NewSA 46,2 86,9 98,3 Shari ah Top 40-34,1 38,9 erafi TM Overall 397,4 131,6 156,6 erafi TM INDI 25-27,6 35,6 erafi TM FINI 15-22,7 24,9 erafi TM RESI 20-31,6 35,2 BIPS Sub-Total 8 032, , ,8 BIPS Top ,7 407,9 496,1 BIPS Inflation-X - 497,4 624,0 Deutsche Bank Sub-Total 201,7 905, ,1 DBX Euro 460,0 390,2 303,3 DBX UK 336,6 331,2 311,8 DBX US 119,9 141,0 169,5 DBX Japan 96,7 122,3 152,1 DBX World 133,5 183,8 333,4 Investec Sub-Total 1 146, , ,1 zgovi 125,6 205,4 428,3 Nedbank Capital Sub-Total 125,6 205,4 428,3 BettaBeta EWT 40 36,5 Proptrax Sub-Total 36,5 Property Tracker 243,4 260,9 317,1 Satrix Sub-Total 243,4 260,9 317,1 Satrix , , ,6 Satrix INDI 469,95 598,3 635,2 Satrix FINI 812, ,7 827,1 Satrix RESI 405,0 535,7 422,9 Satrix SWIX Top ,2 268,9 721,9 Satrix DIVI 370,0 693,5 927,9 Satrix RAFI 123,1 461,7 561,6 Sub-Total 6 693, , ,2 3
4 End 2008 End 2009 End 2010 Standard Bank ETNs Gold-Linker ,3 Silver-Linker ,6 Platinum-Linker ,4 Palladium-Linker ,4 Sub-Total ,9 Standard Liberty Stanlib ,3 Stanlib SWIX ,3 Sub-Total ,6 Grand Total , , ,6 Source: I-Net Bridge/JSE. 4
5 SCHEDULE B ETFs and ETNs NEW CAPITAL RAISED Estimated New Capital Raised from New Issues 2009 Jan-Mar 2010 Apr-Jun 2010 Jul-Dec ABSA NewGold (992) (360) NewRand 56 (40) - (150) (190) NewSA Shari ah Top erafi TM Overall (280) erafi TM INDI erafi TM FINI erafi TM RESI Sub-Total (1 032) (550) BIPS BIPS Top 40 (45) BIPS Inflation-X Sub-Total Deutsche Bank DBX Euro (52) (52) DBX UK DBX US DBX Japan DBX World Sub-Total Investec zgovi 37 (40) Nedbank BettaBeta ENT Proptrax Property Tracker
6 2009 Jan-Mar 2010 Apr-Jun 2010 Jul-Dec Satrix Satrix (248) (98) (50) (396) Satrix INDI - (88) - - (88) Satrix FINI 54 (40) (228) (55) (323) Satrix RESI - (96) - (50) (146) Satrix SWIX Top (379) 333 Satrix DIVI 174 (75) Satrix RAFI 202 (91) 248 (160) 3 Sub-Total (628) 670 (619) (571) Standard Bank ETNs Gold-Linker Silver-Linker Platinum-Linker Palladium-Linker Sub-Total Standard Liberty Stanlib Top Stanlib SWIX Sub-Total GRAND TOTAL (1 515) Source: I-Net Bridge/JSE. Terms and conditions: Redistribution, reproduction, the resale or transmission to any third party of the contents of this article and this website, whether by , newsletter, internet or website, is only possible with the written permission of etfsa. etfsa, its sponsors, administrators, contributors and product providers disclaim any liability for any loss, damage, or expense that might occur from the use of or reliance on the data and services provided through this website. 6
JULY 2011 etfsa MONTHLY SOUTH AFRICAN ETF / INDEX TRACKING UNIT TRUST PERFORMANCE SURVEY
JULY 2011 etfsa MONTHLY SOUTH AFRICAN ETF / INDEX TRACKING UNIT TRUST PERFORMANCE SURVEY By Mike Brown, Managing Director, etfsa.co.za 4 August 2011 A number of changes have been introduced in this month
More informationFEBRUARY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
FEBRUARY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za Satrix INDI 25 ETF continues to remain the top performing
More informationNOVEMBER 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
NOVEMBER 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za etfsa.co.za Monthly Performance Survey Best Performing
More informationSEPTEMBER 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
SEPTEMBER 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za 2 October 2012 The latest Performance Survey, for the
More informationMAY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST INDEX TRACKING PERFORMANCE SURVEY
MAY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za As highlighted in recent Monthly Performance Surveys, Rand
More informationOCTOBER 2014 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
OCTOBER 2014 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The latest Monthly Survey for the period ended
More informationJULY 2014 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
JULY 2014 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The July 2014 Performance Survey of all South African
More informationJANUARY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
JANUARY 2013 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Monthly Performance Survey for the period ended 31 st
More informationJANUARY 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
JANUARY 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za 3 February 2012 Medium to Long-Term Performance 2-5 Years
More informationMARCH 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY
MARCH 2012 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND INDEX TRACKING PRODUCT PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za 3 April 2012 Short-Term Performance (1 month to 1 year) Products
More informationFEBRUARY 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
FEBRUARY 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended
More informationALL SOUTH AFRICAN ETFs & ETNs - MARKET CAPITALISATION FIGURES 2008 TO SEPTEMBER End 2013 (Rm) End 2012 (Rm) End 2011 (Rm)
2013 2014 2015 2016 Absa Capital ETFs NewGold 7 078,1 13 966,4 15 459,3 17 562,9 20 622,5 16 804,0 15 368,1 15 545,4 17 163,4 18 362,1 NewPlat - - - - - 13 076,3 15 431,2 12 945,5 9 785,6 10 276,5 NewGold
More informationAbout ETFs. Mike Brown Managing Director etfsa.co.za. Proptrax & etfsa.co.za JSE. Retail Investment Seminar. 19 th July 2012
About ETFs Mike Brown Managing Director etfsa.co.za Retail Investment Seminar Proptrax & etfsa.co.za JSE 19 th July 2012 Agenda What are ETFs? Where to get information. How to use and access them. Why
More informationAUGUST 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
AUGUST 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended 31
More informationFor shorter-term periods of 1 year or less, commodity ETFs and ETNs dominate the Performance Survey.
SEPTEMBER 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended
More informationFEBRUARY 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
FEBRUARY 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended
More informationNOVEMBER 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
NOVEMBER 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended
More informationAPRIL 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
APRIL 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended 30
More informationMARCH 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
MARCH 2018 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended 29
More informationDECEMBER 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY
DECEMBER 2017 etfsa.co.za MONTHLY SOUTH AFRICAN ETF, ETN AND UNIT TRUST PASSIVE INDEX TRACKING PERFORMANCE SURVEY Mike Brown, Managing Director, etfsa.co.za The Performance Survey for the period ended
More informationThe New World of Investing in Exchange Traded Products (ETPs)
The New World of Investing in Exchange Traded Products (ETPs) Presentation at: JSE / Investec / etfsa.co.za ETP Seminar 26 th February 2013 Mike Brown Managing Director etfsa.co.za Agenda What are Exchange
More informationThe World of ETFs: Diversification, Transparency, Low Cost and Access to All Asset Classes
The World of ETFs: Diversification, Transparency, Low Cost and Access to All Asset Classes FSP Invest Protect & Prosper Symposium 20 th October 2012 Mike Brown Managing Director etfsa.co.za Agenda What
More informationWhy and How to Invest in Exchange Traded Products (ETPs)
Why and How to Invest in Exchange Traded Products (ETPs) Presentation at: JSE / etfsa / Grindrod Bank Education Seminar, JSE 6 th May 2013 Mike Brown Managing Director etfsa.co.za Agenda What are Exchange
More informationExchange Traded Funds {ETF } Aluma Capital
Exchange Traded Funds {ETF } Aluma Capital Index What is an ETF? 5 What are the advantages of investing in ETFs? 6 WHAT ARE THE COSTS? 7 WHO PROVIDES THE ETFs? 7 SATRIX FUNDS 8 SATRIX 40 8 SATRIX FINI
More informationUnderstanding Exchange Traded Funds (ETFs) Investment Solutions for Retail Investors
Understanding Exchange Traded Funds (ETFs) Investment Solutions for Retail Investors Become A Titan of Wealth Creation Seminar Nelspruit 30 th July 2014 Mike Brown Managing Director etfsa.co.za What Are
More informationIntroduction to Exchange Traded Products (ETPs)
Introduction to Exchange Traded Products (ETPs) Presentation at: Investor Club / Stokvels Education Seminar - JSE 16 th April 2013 Mike Brown Managing Director etfsa.co.za Agenda What are Exchange Traded
More informationETF/ETN Products Offered Through the etfsa Investor Plan
Total Number of Products s 53 ETNs 21 Total 74 /ETN Products Offered Through the etfsa Investor Plan A) INDEX TRACKING s & ETNs 1. Top 40 Broad Market Access Description Absa NewFunds SWIX 40 Tracks the
More informationETF/ETN Products Offered Through the etfsa Investor Plan
Total Number of Products s 52 ETNs 25 Total 77 /ETN Products Offered Through the etfsa Investor Plan A) INDEX TRACKING s & ETNs 1. Top 40 Broad Market Access Description Absa NewFunds SWIX 40 Tracks the
More informationETF/ETN Products Offered Through the etfsa Investor Plan
Total Number of Products s 61 ETNs 21 Total 82 /ETN Products Offered Through the etfsa Investor Plan A) INDEX TRACKING s & ETNs 1. Top 40 Broad Market Access Description Absa NewFunds SWIX 40 Tracks the
More informationGrindrod Bank PrefEx ETF & etfsa.co.za Investment
Presentation to: Grindrod Bank PrefEx ETF & etfsa.co.za Investment Seminar Mike Brown Managing Director etfsa.co.za 10 April 2012 What Are Exchange Traded Funds (ETFs)? Securities listed and traded like
More informationManaged ETF Portfolios
Managed ETF Portfolios Specifically constructed balanced South African portfolios of ETFs, covering all asset classes and investment types. Utilising only JSE listed Exchange Traded Products to construct
More informationETFs and Your Wealth. etfsa.co.za Investment Seminar. Nerina Visser ETF Strategist & Advisor etfsa.co.za. November 2017
ETFs and Your Wealth etfsa.co.za Investment Seminar November 2017 Nerina Visser ETF Strategist & Advisor etfsa.co.za ETFs what it is NOT Investing in ETFs is NOT Get-rich-quick scheme Trading in individual
More informationExchange Traded Funds (ETFs) Investment Seminar
Exchange Traded Funds (ETFs) Investment Seminar JSE 15 March 2016 Mike Brown Managing Director etfsa.co.za Agenda What are ETFs and how do they work? Benefits of ETFs. Using ETFs in a discretionary portfolio.
More informationETF/ETN Products Offered Through etfsa.co.za
/ETN Products Offered Through etfsa.co.za Total Number of Products s 72 ETNs 20 Total 92 DOMESTIC (SA) s Broad Equity Market Access: Top 40 Absa NewFunds SWIX 40 Tracks the FTSE/JSE SWIX Top index (same
More informationUsing Exchange Traded Products (ETPs) in Your Investments
Using Exchange Traded Products (ETPs) in Your Investments Stocks for Frocks Seminar JSE 12 th September 2015 Mike Brown Managing Director etfsa.co.za Agenda Why ETPs are your first choice for investments.
More informationUsing ETFs for Different Investment Requirements
Using ETFs for Different Investment Requirements etfsa.co.za Investment Seminar March 2017 Nerina Visser ETF Strategist & Advisor etfsa.co.za Agenda Choosing the right Investment Account Wrapper Tax Free
More informationetfsa INVESTOR SCHEME APPLICATION FORM COVERING LETTER
etfsa INVESTOR SCHEME APPLICATION FORM COVERING LETTER Investors can transact (buy, sell, switch, transfer, etc.) on any of the Exchange Traded Products (ETPs) listed on this website through the etfsa
More informationETF Tax Free Investment Accounts
ETF Tax Free Investment Accounts Tax free accounts using only low cost, transparent and liquid ETFs as components. Low Costs 1% per annum includes VAT; total administration, including quarterly reinvestment
More informationETF Tax Free Investment Accounts
ETF Tax Free Investment Accounts Tax free accounts using only low cost, transparent and liquid ETFs as components. Low Costs 1% per annum includes VAT; total administration, including quarterly reinvestment
More informationSIPD-01 THE SECURITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FORM IMPORTANT INFORMATION
SIPD-01 THE SECURITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FORM IMPORTANT INFORMATION 1. Please send this form and all associated documents directly to the Administrator (by email only) to the following
More informationWhat Are ETFs? Setting Up Investor Clubs/Stokvels & Using ETFs As The Investment Vehicle In Such Bodies
What Are ETFs? Setting Up Investor Clubs/Stokvels & Using ETFs As The Investment Vehicle In Such Bodies Mike Brown Managing Director etfsa.co.za Presentation to: FinWeek/etfSA.co.za Seminar 10 May 2012
More informationETFs as an Investment Vehicle
ETFs as an Investment Vehicle Mike Brown Managing Director etfsa.co.za etfsa.co.za Seminar JSE Ltd 29 March 2017 Agenda What are ETFs? What is an index? How ETFs operate as passive index trackers. Investing
More informationUsing Absa component ETFs in portfolio construction
Using Absa component ETFs in portfolio construction Dr Vladimir Nedeljkovic Absa CIB JSE Seminar July 21, 2014 Agenda Who we are On costs Long-term investments Multi-asset investments Core Retirement Annuity
More informationETF Tax Free Investment Accounts
ETF Tax Free Investment Accounts Tax free accounts using only low cost, transparent and liquid ETFs as components. Low Costs 1% per annum includes VAT; total administration, including quarterly reinvestment
More informationTaking Action. Nerina Visser ETF Strategist etfsa.co.za. etfsa.co.za Seminar JSE Ltd. 29 August 2018
Taking Action Nerina Visser ETF Strategist etfsa.co.za etfsa.co.za Seminar JSE Ltd 29 August 2018 Action Plan Investment Club / Stokvel The One Million Rand Five Year Investment Plan Individual Investors
More informationExchange Traded Funds and the Retirement Industry
Exchange Traded Funds and the Retirement Industry Presentation to members of Batseta April 2018 Nerina Visser ETF Strategist & Advisor etfsa.co.za Nerina Visser, CFA Consulting & Advisory Work World Bank
More informationInvesting in ETFs. etfsa.co.za Seminar JSE Ltd. Mike Brown Managing Director etfsa.co.za. 31 August 2017
Investing in ETFs Mike Brown Managing Director etfsa.co.za etfsa.co.za Seminar JSE Ltd 31 August 2017 Agenda What are ETFs? What is an index? How ETFs operate as passive index trackers. Investing for Investor
More informationHow to Start and Manage An Investor Club / Stokvel Investor Plan with etfsa.co.za
How to Start and Manage An Investor Club / Stokvel Investor Plan with etfsa.co.za Contents Page 1) Setting up Investor Clubs/Stokvels through etfsa Investor Plan by Mike Brown 2 2) Administration requirements
More informationETF Tax Free Investment Accounts
ETF Tax Free Investment Accounts Tax free accounts using only low cost, transparent and liquid ETFs as components. Low Costs 1% per annum includes VAT; total administration, including quarterly reinvestment
More informationBuilding Up Your Wealth Through Investment In Exchange Traded Products (ETPs)
Building Up Your Wealth Through Investment In Exchange Traded Products (ETPs) Women s Investment Seminar JSE, 17 th August 2013 Mike Brown Managing Director etfsa.co.za Agenda What are Exchange Traded
More informationPositioning for Prosperity
Positioning for Prosperity etfsa.co.za Investment Seminar January / February 2018 Nerina Visser ETF Strategist & Advisor etfsa.co.za This time last year was bleak! Three years of flat markets Equities
More informationThe Real Guide to Index Tracking Products in South Africa Unit Trusts vs Exchange Traded Products
The Real Guide to Index Tracking Products in South Africa Unit Trusts vs Exchange Traded Products Mike Brown, Nerina Visser - etfsa.co.za 1 December 2015 Introduction Some interest, comment and debate
More informationETNs and ETFs compared
ABSA CAPITAL S EXCHANGE TRADED PRODUCTS ETNs and ETFs compared General product features common to ETFs and ETNs are: 1. Listed and exchange traded 2. Easily accessible investment vehicles offering exposure
More informationetfsa SIP-01 THE SECURITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FORM SEND TO THE ADMINISTRATOR TO REMAIN WITH THE INVESTOR IMPORTANT INFORMATION
SIP-01 THE SECURITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FORM IMPORTANT INFORMATION 1 Please send documents to the administrator by either Fax 011 388 6845 Email queries@etfsa.co.za 2 Automated Outsourcing
More informationSOUTH AFRICAN EXCHANGE TRADED PRODUCTS REVIEW SOUTH AFRICAS LEADING INDEPENDENT INVESTMENT PLATFORM VOLUME ONE 2018
VOLUME ONE 2018 SOUTH AFRICAN EXCHANGE TRADED PRODUCTS REVIEW SOUTH AFRICAS LEADING INDEPENDENT INVESTMENT PLATFORM ITRANSACT IS A LICENSED FINANCIAL SERVICES PROVIDER CONTENTS DOCUMENT PURPOSE 2 PART
More informationExchange traded funds versus active and passive unit trusts: An economic perspective
Exchange traded funds versus active and passive unit trusts: An economic perspective Avinash Andhee Student Number: 11365685 A research project submitted to the Gordon Institute of Business Science, University
More informationExchange Traded Funds and the Retirement Industry
Exchange Traded Funds and the Retirement Industry Presentation to members of Batseta October 2017 Nerina Visser ETF Strategist & Advisor etfsa.co.za Disclaimer 2017 etfsa.co.za This document has been approved
More informationPlease specify your preferred method of receiving correspondence* Post
Application Form (Issued under Section 12T of the Income Tax Act) A) HOW TO INVEST 1. Read the Terms and Conditions of this (attached hereto). 2. Choose between the investment options offered for the Tax
More informationLMEprecious week four update
LMEprecious week four update 07 August 2017 SETTING THE GLOBAL STANDARD Lots Volumes for LME Gold and LME Silver Combined ADV for week four was 7,728 lots, up from 7,467 lots in week three 14,000 LMEprecious
More informationInvestment Education through Exchange Traded Products (ETPs)
A K A S I I N I T I A T I V E S I N N O V A T I O N I N P A R T N E R S H I P W I T H E T F S A Investment Education through Exchange Traded Products (ETPs) Kasi Initiatives 109 River Bushwillow Estate
More informationDRW Investment Research. Market Performances and Indicators
DRW Investment Research Market Performances and Indicators April 2015 1-year 2-year 3-year 4-year 5-year 6-year 7-year 8-year 9-year 10-year 11-year 12-year 13-year Annualised return 1. FTSE JSE Indices
More informationNedgroup Investments Core Chartbook 2016
Nedgroup Investments Core Chartbook 2016 Key industry trends in index unit trusts, ETFs and other rules-based strategies E&OE Rules-Based Investing Rules-Based Investing Nedgroup Investments Core Chartbook
More informationEXCHANGE TRADED PRODUCTS (ETFs & ETNs)
EXCHANGE TRADED PRODUCTS (ETFs & ETNs) Now, for the first time ever, all South Africa s ETFs & ETNs on a single website www.etfsa.co.za Everything you need to know about ETFs and ETNs Transact online all
More informationPlexCrown Unit Trust Survey: Fourth Quarter 2017
PlexCrown Unit Trust Survey: Fourth Quarter 2017 Overview of retail rand-denominated unit trust and FSB-approved foreign collective investment scheme returns, fund s and management company s for the quarter
More informationDRW Investment Research. Market Performances and Indicators
DRW Investment Research Market Performances and Indicators 31 December 2016 1. FTSE JSE Indices Performances ALSI ALSI TRI SWIX TRI 1-year -1.0% 1.6% 2.1% 2-year 0.4% 3.4% 2.9% 3-year 2.8% 5.8% 6.9% 4-year
More informationA STUDY OF TAX-FREE SAVINGS ACCOUNT TAKEUP IN SOUTH AFRICA
July 2017 A STUDY OF TAX-FREE SAVINGS ACCOUNT TAKEUP IN SOUTH AFRICA A project by Analysts: Nonhlanhla Kunene Phibion Makuwerere, CFA Colin Anthony www.intellidex.co.za www.savetaxfree.co.za KEY FIGURES
More informationTypes of ETFs for your investment appetite 13:00 13:45. Insert Topic
Types of ETFs for your investment appetite 13:00 13:45 Insert Topic Three investment themes in which to invest for the future Technology The industry of the future Emerging markets The economy of the
More informationPlease scroll to find the 2018 and 2019 global fund holiday calendars.
Please scroll to find the 2018 and 2019 global fund holiday calendars. 2018 Exchange-Traded fund holiday Vanguard Ireland-domiciled ETFs Jan Feb Mar Apr May Jun 1 2 5 12 15 25 9 12 14 15 16 19 28 20 29
More informationNewFunds Risk Premia ETFs
NewFunds Risk Premia ETFs NewFunds Value Equity ETF NewFunds Low Volatility ETF NewFunds Equity Momentum ETF Mike Brown Managing Director etfsa.co.za NewFunds Value Equity Exchange Traded Fund (NF Value)
More informationGlobal ETF Portfolios
Global ETF Portfolios Bespoke Balanced Portfolios of ETFs: Managed by etfsa Portfolio Management Company (Pty) Ltd. Traded through the Saxo Capital Markets global share trading platform. Using ETFs listed
More informationHow etfsa.co.za Can Assist In Setting Up and Managing Global ETF Portfolios
How etfsa.co.za Can Assist In Setting Up and Managing Global ETF Portfolios Mike Brown Managing Director etfsa.co.za etfsa.co.za Seminar JSE Ltd 14 June 2017 Global ETF Managed Portfolios For funds held
More informationNotes from the FTSE/JSE Advisory Committee Meeting held on Thursday, 2 March 2017
To: From: Market Participants FTSE/JSE Date: 16 March 2017 Subject: 1. Background Notes from the FTSE/JSE Advisory Committee Meeting held on Thursday, 2 March 2017 The FTSE/JSE Advisory Committee (AC)
More informationKey market performance drivers. Monthly charts to 31 March 2018
Key market performance drivers Monthly charts to 31 March 2018 Market concentration One-year returns ending: March-18 February-18 January-18 NASPERS NASPERS NASPERS STANDARD BANK GROUP LTD STANDARD BANK
More informationSYGNIA LIMITED PRESENTS 2016 INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 MARCH 2016
SYGNIA LIMITED PRESENTS 2016 INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 MARCH 2016 AGENDA 1. OUR PERFORMANCE 2. SIX MONTHS SINCE LISTING 3. BUSINESS UPDATE INSTITUTIONAL RETAIL 4. FINANCIAL PERFORMANCE
More informationFEDERAL RESERVE BANK OF MINNEAPOLIS BANKING AND POLICY STUDIES
FEDERAL RESERVE BANK OF MINNEAPOLIS BANKING AND POLICY STUDIES Minneapolis Options Report December 13 th Commodity Markets Option trading rose relative to two weeks ago to a more average level last week
More informationKey market performance drivers. Monthly charts to 30 September 2018
Key market performance drivers Monthly charts to 30 September 2018 Market concentration One-year Capped SWIX contributions ending September 2018 Source: StatPro, Power BI and Momentum Investments Active
More informationResponding to challenges
JSE LIMITED ANNUAL REPORT 21 D I V I S I O N A L R E V I E W Responding to challenges Issuer services Revenue: R86 million (: R79 million) Percentage of total revenue: 7% New company listings and delistings
More informationKey market performance drivers
Key market performance drivers Monthly charts September 2017 1 Market returns concentration One-year returns ending: September-17 August-17 July-17 NASPERS NASPERS NASPERS ANGLO ANGLO ANGLO STANDARD BANK
More informationSA Property ETF. The Listed Property Experience in SA. Lessons and Opportunities. Stephen E. Delport Managing Director
SA Property ETF The Listed Property Experience in SA Lessons and Opportunities Stephen E. Delport Managing Director Listed Property Accepted as a Core Asset They re a better inflation hedge than utility
More informationNewFunds S&P GIVI SA Exchange Traded Funds. Corporate and Investment Banking
NewFunds S&P GIVI SA Exchange Traded Funds Corporate and Investment Banking Table of Contents Exchange Traded Funds (ETFs) 3 NewFunds S&P GIVI SA Top 50 ETF 4 NewFunds S&P GIVI SA Financial 15 ETF 5 NewFunds
More informationThe Sanlam Umbrella Fund. Why choose the Sanlam Umbrella Fund?
The Sanlam Umbrella Fund Why choose the Sanlam Umbrella Fund? The Sanlam Umbrella Fund provides a structure for employers to offer their employees a flexible retirement savings and insured benefits package.
More informationITRANSACT SECURITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FORM
ITANSACT SECUITIES INVESTMENT PLAN NEW BUSINESS APPLICATION FOM IMPOTANT INFOMATION 1. Please send this form and all associated documents directly to the Administrator (by email only) to the following
More informationPrincipal Officers Association November 16 th Exchange Traded Funds (ETFs) Alex Johnstone Country Manager, South Africa
Principal Officers Association November 16 th 2010 Exchange Traded Funds (ETFs) Alex Johnstone Country Manager, South Africa Agenda An Introduction to ETFs The Global Landscape The Local Landscape ETF
More informationFounder 1964 MOMENTUM SMART PASSIVE +4 Open 2012 TRUSTEE CHOICE PORTFOLIO Open
May 2016 Portfolio Number Founder 1964 MOMENTUM SMART PASSIVE +4 Open 2012 TRUSTEE CHOICE PORTFOLIO Open Provider ** MOMENTUM LIFESTAGES Open 1835 MOMENTUM MULTIMANAGER SMOOTH GROWTH FUND (GLOBAL) Open
More informationGlobal Equity Trading Volumes Surge 36% in 1 st half 2015 driven by Mainland China
EMBARGO: :1BST/1:1CET/19:1EDT Global Equity Trading Volumes Surge 36% in 1 st half 215 driven by Mainland China Global Equity Trading Volumes Ex Mainland China Up 5% Mainland China Share Trading Vols Rise
More informationBATSETA Durban Mark Davids Head of Pre-retirement Investments
BATSETA Durban 2016 Mark Davids Head of Pre-retirement Investments Liberty Corporate VALUE Dividend yield Earning yield Key considerations in utilising PASSIVE and Smart Beta solutions in retirement fund
More informationGoldessential.com. Weekly Gold ETF Monitor. Known Data As of Thursday October 29th: * In troy ounces
Goldessential.com Weekly Gold ETF Monitor Known Data As of Thursday October 29th: Oct 22th Oct 29th Difference Pct Tonnes Total (Tonnes) SPDR 35,626,334 35,508,662-117,672-0.33% -3.66 1,104.4 ZKB (1) 4,828,483
More informationConcentrated equity markets and ETF investing
Concentrated equity markets and ETF investing Towards more efficient portfolios Daniel R Wessels August 2011 1 Unfair situation For the skilful manager Market Concentrated market Sector weights Diversified
More informationAPPLICATION FORM COVERING LETTER
APPLICATION FORM COVERING LETTER etfsa Investor Scheme TM Investors can transact (buy, sell, switch, transfer, etc.) on any of the ETF products listed on this website through the etfsa Investor Scheme
More informationKey market performance drivers
Key market performance drivers Monthly charts September 2016 1 Market returns concentration One-year returns ending: September-16 August-16 July-16 NASPERS NASPERS NASPERS SIBANYE GOLD LTD SIBANYE GOLD
More information2017 Fund holidays for Vanguard Investments Series plc
2017 Fund holidays for Vanguard Investments Series plc Vanguard Investment Series Plc (Irish-domiciled) *Effective 3 March 2014, Vanguard U.S. Opportunities Fund is closed to all new accounts; existing
More informationMarket Report Structured Products Quarterly Report
Market Report Structured Products Quarterly Report March 2011 Swiss Structured Products Association SSPA Market report SSPA March 2011 Swiss Structured Products Association SSPA www.sspa-association.ch
More informationWeekly Economic Highlights
Vol. 20 No. 22 Weekly Economic Highlights Table of Contents 1. INTEREST RATES... 1 2. CLEARING AND SETTLEMENT ACTIVITY... 2 3. TOBACCO SALES... 4 4. INTERNATIONAL COMMODITY PRICE DEVELOPMENTS..5 5. EXCHANGE
More informationMarket Report Structured Products Quarterly Report
Market Report Structured Products Quarterly Report September 2011 Swiss Structured Products Association SSPA Market report SSPA September 2011 Swiss Structured Products Association SSPA www.sspa-association.ch
More informationIntroduction to Exchange Traded Funds (ETFs)
Introduction to Exchange Traded Funds (ETFs) Whether you re a first-time investor or an experienced professional managing risk, ETFs provide an easy, cost effective investment option giving you access
More informationGeneral Investor Report as at 30/09/2017
STANLIB TOP40 ETF - A A 49,91 0,27 14 089 053 The investment objective of the STANLIB TOP40 Exchange Traded Fund is to provide returns that replicate the performance of the FTSE/JSE TOP40 Index ( the index
More informationFoundations of Investing
www.edwardjones.com Member SIPC Foundations of Investing 1 5 HOW CAN I STAY ON TRACK? 4 HOW DO I GET THERE? 1 WHERE AM I TODAY? MY FINANCIAL NEEDS 3 CAN I GET THERE? 2 WHERE WOULD I LIKE TO BE? 2 Develop
More informationNewFunds NewSA Index Exchange Traded Fund. Corporate and Investment Banking
NewFunds NewSA Index Exchange Traded Fund Corporate and Investment Banking Table of Contents Exchange Traded Funds 3 Fund Overview 3 NewSA Index 4 Fund Facts 4 Fund Benefits 5 Risks 7 Frequently Asked
More informationSATRIX UNIT TRUST SCHEME
SATRIX UNIT TRUST SCHEME Abridged Annual Report 2015 Director's report Manager s report for the year ended 31 December 2015 The Manager has the pleasure in presenting its report for the year ended 31 December
More informationAsset Manager Performance Comparison
Cape Peninsula University of Technology Retirement Fund August 2017 DISCLAIMER AND WARNINGS: Towers Watson (Pty) Ltd, a Willis Towers Watson company, is an authorised financial services provider. Although
More information