FTSE/ JSE Africa Index Series - Quarterly Review

Size: px
Start display at page:

Download "FTSE/ JSE Africa Index Series - Quarterly Review"

Transcription

1 FTSE/ JSE Africa Index Series - Quarterly Review 31 May 2017 All constituent, sector, free float and shares in issue changes will be applied after the close of business on Thursday, 15 June 2017 and will be effective on Monday, 19 June 2017 NO CHANGES IN CLASSIFICATION Classification Changes Changes Due to the Ground Rule change to the treatment of free floats at the June review, FTSE/JSE has published an appendix to the ICA which is available at this link: June 2017 Quarterly Review ICA Appendix New Ground Rule: float will be calculated using available published information rounded to 12 decimal places. In June, a constituent s free float will be updated regardless of size. No buffers are applied. SWIX Portfolio Weight Changes Due to the Ground Rule change to the treatment of free floats at the June review, FTSE/JSE has published an appendix to the ICA which is available at this link: June 2017 Quarterly Review ICA Appendix New Ground Rule: float will be calculated using available published information rounded to 12 decimal places. In June, a constituent s free float will be updated regardless of size. No buffers are applied. Shares in Issue Changes Due to the Ground Rule change to the treatment of shares in issue at the June review, FTSE/JSE has published an appendix to the ICA which is available at this link: June 2017 Quarterly Review ICA Appendix New Ground Rule: In June, a constituent s shares will be updated regardless of size. No buffers are applied FTSE/JSE All Share (J203; J303) FTSE/JSE Top 40 (J200; J2EQ; J300) Page 1 of 6

2 CPI Capitec Bank Hldgs Ltd ZAE ,626, IMP Impala Platinum Hlgs Ltd ZAE NEP New Europe Prop Inv plc IM00B23XCH SPP The Spar Group Ltd ZAE CLS Clicks Group Ltd ZAE RES Resilient REIT Limited ZAE AVI AVI Ltd ZAE FTSE/JSE Mid Cap (J201) FTSE/JSE Small Cap (J202) FTSE/JSE Fledgling (J204) SHG Sea Harvest Group Ltd ZAE ,362, L4L Long 4 Life Limited ZAE ,000, PFF Premier Food Fishing Ltd ZAE ,000, AXL African Phoenix Inv Ltd ZAE ,427,005, HIL Homechoice Int plc MT FTSE/JSE Large Cap (J205) FTSE/JSE Large & Mid Cap (J206) FTSE/JSE Shariah Top 40 (J140; J141) MTN MTN Group ZAE ,884,269, IMP Impala Platinum Hlds ZAE Page 2 of 6

3 FTSE/JSE Shariah All Share (J143) MTN MTN Group ZAE ,884,269, OCE Oceana Group ZAE ,526, RFG Rhodes Food Group (Pty) Ltd ZAE ,762, SAC SA Corporate Real Estate Fund ZAE ,417,481, FTSE/JSE Resource 10 (J210; J310; J3EQ) AMS Anglo American Plat Ltd ZAE EXX Exxaro Resources Ltd ZAE NHM Northam Platinum Ltd ZAE FTSE/JSE Industrial 25 (J211; J311; J5EQ) BAW Barloworld Ltd ZAE TKG Telkom SA SOC Ltd ZAE EOH EOH Holdings Ltd ZAE FTSE/JSE Financial 15 (J212; J4EQ) NEP New Europe Prop Inv plc IM00B23XCH RES Resilient REIT Limited ZAE BAT Brait SE LU FTSE/JSE Financial and Industrial 30 (J213) CPI Capitec Bank Hldgs Ltd ZAE LHC Life Healthc Grp Hldgs Ltd ZAE NEP New Europe Prop Inv plc IM00B23XCH FTSE/JSE Alternative Exchange Index (J232) PEM Pembury Lifestyle Grp Lt ZAE ,000, BUC Buffalo Coal Corp CA ,089, Page 3 of 6

4 FTSE/JSE ALTX 15 (J233) PEM Pembury Lifestyle Grp Lt ZAE ,000, WEA WG Wearne Ltd ZAE WEA WG Wearne Ltd ZAE FTSE/JSE Preference Share Index (J251) SII AXLP African Phoenix Inv Ld P ZAE ,523, FTSE/JSE SA Listed Property Index (J253) GRP Greenbay Properties Ltd MU0461N ,302,299, DLT Delta Property Fund Ltd ZAE DLT Delta Property Fund Ltd ZAE EQU Equites Prop Fund Ltd ZAE IAP Investec Australia Prop Fd AU60INL FTSE/JSE Capped Property Index (J254) GRP Greenbay Properties Ltd MU0461N ,302,299, EMI Emira Property Fund Ltd ZAE REB Rebosis Property Fund Ltd ZAE SRE Sirius Real Estate Ltd GG00B1W3VF CRP Capital & Regional Plc GB Page 4 of 6

5 INDEX NOT REVIEWED THIS QUARTER INDEX NOT REVIEWED THIS QUARTER FTSE/JSE Dividend+ (J259) FTSE/JSE RAFI 40 (J260) FTSE/JSE Rafi All Share (J263) FTSE/JSE Capped Rafi All Share (J283) FTSE/JSE Value Index (J330) FTSE/JSE Growth Index (J331) FTSE/JSE Shareholder Weighted Top 40 (J400; J430) CPI Capitec Bank Hldgs Ltd ZAE ,626, IMP Impala Platinum Hlgs Ltd ZAE CLS Clicks Group Ltd ZAE RES Resilient REIT Limited ZAE AVI AVI Ltd ZAE BAT Brait SE LU IMP Impala Platinum Hlgs Ltd ZAE FTSE/JSE Shareholder Weighted All Share (J403; J433) Page 5 of 6

6 FTSE/JSE SWIX Resource 10 (JSZ0) AMS Anglo American Plat Ltd ZAE EXX Exxaro Resources Ltd ZAE NHM Northam Platinum Ltd ZAE FTSE/JSE SWIX Industrial 25 (JSZ1) BAW Barloworld Ltd ZAE TKG Telkom SA SOC Ltd ZAE EOH EOH Holdings Ltd ZAE FTSE/JSE SWIX Financial 15 (JSZ2) RES Resilient REIT Limited ZAE BAT Brait SE LU HYP Hyprop Inv Ltd ZAE FTSE/JSE SWIX Financial and Industrial 30 (JSZ3) CPI Capitec Bank Hldgs Ltd ZAE LHC Life Healthc Grp Hldgs Ltd ZAE SPP The Spar Group Ltd ZAE For index related enquiries or further information about FTSE please contact: Client Services in UK: Client Services in US: Tel: +44 (0) and Tel: or and Client Services in Asia Pacific: Tel: or JSE Securities Exchange, South Africa Tel: or Or, your enquiries to or visit our websites at and Page 6 of 6

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 1 March 2017 All constituent, sector, free float and shares in issue changes will be applied after the close of business on Friday, 17 March 2017 and will

More information

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 30 August 2017 All constituent, sector, free float and shares in issue changes will be applied after the close of business on Friday, 15 September 2017

More information

JSE LIMITED GEN- General Index Change Advice June 2015 Quarterly Review ICA

JSE LIMITED GEN- General Index Change Advice June 2015 Quarterly Review ICA JSE LIMITED GEN- General Index Change Advice 20150622 June 2015 Quarterly Review ICA JSER 201506030043A GEN- General Index Change Advice 20150622 June 2015 Quarterly Review ICA FTSE/ JSE Africa Index Series

More information

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 02 March 2016 The FTSE/JSE Advisory Committee met today (02 March 2016) to approve the quarterly changes to the FTSE/JSE Index series. All constituent,

More information

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 12 September 2012 The FTSE/JSE Advisory Committee met today (12 September 2012) to approve the quarterly changes to the FTSE/JSE Index series. All constituent,

More information

FTSE/JSE Africa Index Series All Share Factor Indices Review

FTSE/JSE Africa Index Series All Share Factor Indices Review FTSE/JSE Africa Index Series All Share Factor Indices Review 14 September 2018 The following changes will be made to the FTSE/JSE All Share Factor Indices after close of business on Friday, 21 September

More information

Shareholder Weighted (SWIX) Index Methodology FTSE/JSE Africa Index Series. 12 December 2012

Shareholder Weighted (SWIX) Index Methodology FTSE/JSE Africa Index Series. 12 December 2012 Shareholder Weighted (SWIX) Index Methodology FTSE/JSE Africa Index Series 12 December 2012 FTSE/JSE has undertaken significant market research on the SWIX Index methodology over the past year through

More information

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 5 December 2018 All constituent, sector, free float and shares in issue changes will be applied after the close of business on Friday, 21 December 2018

More information

FTSE/ JSE Africa Index Series - Quarterly Review

FTSE/ JSE Africa Index Series - Quarterly Review FTSE/ JSE Africa Index Series - Quarterly Review 03 September 2014 The FTSE/JSE Advisory Committee met today (03 September 2014) to approve the quarterly changes to the FTSE/JSE Index series. All constituent,

More information

Notes from the FTSE/JSE Advisory Committee Meeting held on Thursday, 2 March 2017

Notes 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 information

SII Changes. FF Changes. Large Cap ANH 3 6 ANH (0.29%) NPN (0.23%) NPN (22.71%) 0.91%

SII Changes. FF Changes. Large Cap ANH 3 6 ANH (0.29%) NPN (0.23%) NPN (22.71%) 0.91% To: Market Participants From: FTSE/JSE Date: 18 December 2018 Subject: Notes from the FTSE/JSE Advisory Committee Meeting held on Thursday, 6 December 2018 1. Background The FTSE/JSE Advisory Committee

More information

THIRD SUPPLEMENT ETF OVER THE FTSE / JSE MID CAP INDEX

THIRD SUPPLEMENT ETF OVER THE FTSE / JSE MID CAP INDEX THIS SUPPLEMENT CONTAINS IMPORTANT INFORMATION ABOUT RAND MERCHANT BANK AND THE RMB MID CAP ETF ( RMBMIDCAP) AND SHOULD BE READ CAREFULLY BEFORE INVESTING. IF YOU HAVE ANY QUESTIONS ABOUT THE CONTENTS

More information

Indexation at the Core

Indexation at the Core Indexation at the Core Behind the name change: Core and Satellite Approach to Portfolio Construction Active approach Core-Satellite approach Index approach Combines best of both worlds Seeks to outperform

More information

Ground Rules. FTSE/JSE Africa Index Series v5.3

Ground Rules. FTSE/JSE Africa Index Series v5.3 Ground Rules FTSE/JSE Africa Index Series v5.3 ftserussell.com October 2017 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 6 3.0 FTSE Russell Index Policies... 8 4.0 Index Construction...

More information

Listed Property Report

Listed Property Report 18 February 2019 Asset Class Yield (in %) Total Return (% chg) 15 Feb 1 Week YTD SA Listed Property 8.6% -2.8% 4.4% SA Bonds 9.6% -0.6% 1.1% SA Cash 9.6% 0.0% 0.6% UK Listed Property 4.6% 0.0% 10.6% US

More information

COMMODITY DERIVATIVES 8. FTSE/JSE AFRICA INDEX SERIES CONSTITUENTS Information of changes in weightings as at the last day of the month

COMMODITY DERIVATIVES 8. FTSE/JSE AFRICA INDEX SERIES CONSTITUENTS Information of changes in weightings as at the last day of the month CONTENTS EQUITY MARKET INFORMATION Warrants listed on the JSE Main Board 2.. EQUITY MARKET INFORMATION Information includes JSE at Glance, Market Statistics, World Markets, 34 Top Ten Companies, New Capital

More information

SA 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 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 information

Ground Rules. FTSE/JSE Africa Index Series v5.5

Ground Rules. FTSE/JSE Africa Index Series v5.5 Ground Rules FTSE/JSE Africa Index Series v5.5 ftserussell.com February 2018 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 6 3.0 FTSE Russell Index Policies... 8 4.0 Index Construction...

More information

DOW JONES JSE ALL SHARE S&P JSE RESOURCES

DOW JONES JSE ALL SHARE S&P JSE RESOURCES 06 February 2015 www.privatewealth.sanlam.co.za INDEX PTS % INDEX / COMMODITY PTS % DOW JONES 17885 212 1.20 JSE ALL SHARE 51689 58 0.11 S&P 500 2063 21 1.03 JSE RESOURCES 43866-350 -0.79 NASDAQ COMPOSITE

More information

DOW JONES JSE ALL SHARE S&P JSE RESOURCES

DOW JONES JSE ALL SHARE S&P JSE RESOURCES 05 December 2014 www.privatewealth.sanlam.co.za INDEX PTS % INDEX / COMMODITY PTS % DOW JONES 17900-13 -0.07 JSE ALL SHARE 49393-465 -0.93 S&P 500 2072-2 -0.12 JSE RESOURCES 43380-694 -1.58 NASDAQ COMPOSITE

More information

Listed property June 2016

Listed property June 2016 Listed property June 2016 Equity sales note by SBG Securities (Proprietary) Limited Greg Brady 30 June 2016 securities@standardbank.co.za Please refer to the disclaimer at the end of this document This

More information

Overview of the JSE 1

Overview of the JSE 1 Overview of the JSE 1 Overview of the JSE Top 20 exchange by market cap globally Largest exchange on the African continent Strong track record, efficient systems, good regulation Cost effective products

More information

FTSE JSE INDUSTRIALS NIKKEI GOLD AT 07H

FTSE JSE INDUSTRIALS NIKKEI GOLD AT 07H 02 September 2014 www.privatewealth.sanlam.co.za INDEX PTS % INDEX / COMMODITY PTS % DOW JONES closed for public holiday JSE ALL SHARE 51114 155 0.30 S&P 500 closed for public holiday JSE RESOURCES 56157-240

More information

NewFunds Risk Premia ETFs

NewFunds 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 information

The New World of Investing in Exchange Traded Products (ETPs)

The 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 information

About 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. 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 information

DOW JONES JSE ALL SHARE S&P JSE RESOURCES

DOW JONES JSE ALL SHARE S&P JSE RESOURCES 29 January 2015 www.privatewealth.sanlam.co.za INDEX PTS % INDEX / COMMODITY PTS % DOW JONES 17191-196 -1.13 JSE ALL SHARE 51201 489 0.97 S&P 500 2002-27 -1.35 JSE RESOURCES 41493 204 0.50 NASDAQ COMPOSITE

More information

FTSE PAPER. Global Index Standards, Emerging Market Partnerships

FTSE PAPER. Global Index Standards, Emerging Market Partnerships FTSE PAPER Global Standards, Emerging Market Partnerships Global Standards, Emerging Market Partnerships Introduction FTSE s Emerging and Frontier market indices are used by market participants worldwide

More information

Key market performance drivers

Key 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 information

The portfolio compliance process implemented by STANLIB consists of, but is not limited to, the following elements:

The portfolio compliance process implemented by STANLIB consists of, but is not limited to, the following elements: STANLIB Multi-Manager Real Return Fund CERTIFICATE OF COMPLIANCE WITH REGARD TO REGULATION 28 OF THE PENSION FUNDS ACT, NO. 24 OF 1956, AS AT 31 May 2012: Scope This compliance certificate is compiled

More information

Exchange Traded Funds (ETFs) Investment Seminar

Exchange 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 information

Understanding Exchange Traded Funds (ETFs) Investment Solutions for Retail Investors

Understanding 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 information

The 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 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 information

Standard Bank Namibia Funds Financial Statements

Standard Bank Namibia Funds Financial Statements Standard Bank Namibia Funds Financial Statements Registration number: STANLIB Namibia Unit Trust Management Company Limited Reg. No. 98/043 Annual Financial Statements For The Year Ended 31 December Contents

More information

ETFs as an Investment Vehicle

ETFs 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 information

Key market performance drivers. Monthly charts to 31 March 2018

Key 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 information

Why and How to Invest in Exchange Traded Products (ETPs)

Why 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 information

STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements

STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements Annual Financial Statements for the year ended 31 December 2012 Registration number: 98/043 Contents

More information

Building Up Your Wealth Through Investment In Exchange Traded Products (ETPs)

Building 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 information

F o r t h e p e r i o d e n d e d 3 1 M a r c h

F o r t h e p e r i o d e n d e d 3 1 M a r c h F o r t h e p e r i o d e n d e d 3 1 M a r c h 2 0 1 8 QUARTERLY DOMESTIC INVESTMENT REVIEW FOR THE PERIOD ENDED 31 MARCH 2018 The purpose of this report is to provide you, as a unit holder or a stakeholder

More information

Key market performance drivers

Key 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 information

Weekly Technical Report 3 October 2016

Weekly Technical Report 3 October 2016 Weekly Technical Report 3 October 2016 Contents (ctrl+click to follow link): SP 500 ; Top 40 Chart ; Currency ; Commodities ; Charts of Interest ; Relative Rotation Graph ; Sector Analysis ; Weekly Perfomances

More information

Key market performance drivers

Key market performance drivers Key market performance drivers Monthly charts June 2013 1 manager of managers Market returns concentration June 2013 (one month) One month to June 2013 1 BAT 18.3% 29 RBX 4.2% 59 SAC 1.3% 87 GRF -1.7%

More information

Weekly Market Report. South African Equity Markets. JSE All Share - Daily Chart. JSE All Share - Weekly Gainers & Losers. Top 10 New 52 Week Lows

Weekly Market Report. South African Equity Markets. JSE All Share - Daily Chart. JSE All Share - Weekly Gainers & Losers. Top 10 New 52 Week Lows Johannesburg 31B Impala Road Chislehurston Sandton +27(0) 11 290 7800 Durban Unit 8, 8 Richefond Circle, Ridgeview, Umhlanga Ridge, 4319 +27(0) 31 584 6491 Cape Town Unit 11, Lonsdale Building, 7 Lonsdale

More information

Sanlam Employee Benefits

Sanlam Employee Benefits Sanlam Employee Benefits Sanlam Plus Pension & Provident Preservation monthly investment fact sheets March 2017 Sanlam Plus Pension & Provident Preservation March 2017 Member Investment Selection Menu

More information

1m % ytd % 1m % ytd % Exp. Prev. 5d %

1m % ytd % 1m % ytd % Exp. Prev. 5d % MORNING DIGEST Global overview Selected indices clientcare@privatewealth.sanlam.co.za South African indices Close Previous 1d % d % Top 97, 93, -,3-1, -, 1, All Share 7,7 7, -,7-1, -, 1,1 Resource 1 3,

More information

SEMI-ANNUAL FUND REPORT

SEMI-ANNUAL FUND REPORT SEMI-ANNUAL FUND REPORT FOR THE 6 MONTHS ENDED 31 DECEMBER 2018 Is it over yet? The years 2016 to 2017 represented periods of steady growth for South African investors. Sadly 2018 was very different, proving

More information

Presented by Mike Adsetts

Presented by Mike Adsetts Presented by Mike Adsetts Agenda Multi management 101 Market performances Portfolio structures and performances Multi management 101 Multi management 200 The principles Setting the scene 12 months 150

More information

1m % ytd % 1m % ytd %

1m % ytd % 1m % ytd % MORNING DIGEST Global overview Selected indices South African indices Previous 5d % 1m % Top 5139,9 99, 1,7,7,9 1,1 All Share 535,3 5577,3 1,,3 -,7 11, Resource 1 355,7 35,9 1,1 3,71, 11, Industrial 5

More information

CROSS-BORDER REMOVALS

CROSS-BORDER REMOVALS CROSS-BORDER REMOVALS PROCEDURES CERTAINTY INGENUITY ADVANTAGE 1. Glossary Term JSE Plc Dual Listing Principal Register Branch Register Incoming Removal Outgoing Removal Removal Request Form xsettle Costs

More information

Netwerk24 & Sanlam. itrade with a MILLION Competition. Terms and Conditions

Netwerk24 & Sanlam. itrade with a MILLION Competition. Terms and Conditions Netwerk24 & Sanlam itrade with a MILLION Competition Challenge start and end date: Terms and Conditions 1. The challenge starts on Monday 3 September 2018 and ends on Friday 30 November 2018. Registration

More information

Weekly Technical Report 18 July 2016

Weekly Technical Report 18 July 2016 Weekly Technical Report 18 July 2016 Contents (ctrl+click to follow link): SP 500 ; Top 40 Chart ; Currency ; Charts of Interest ; Relative Rotation Graph ; Sector Analysis ; Weekly Perfomances SP500 above

More information

Investing in ETFs. etfsa.co.za Seminar JSE Ltd. Mike Brown Managing Director etfsa.co.za. 31 August 2017

Investing 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 information

Has the SA equity investment opportunity set evolved to a case of rand-hedge versus nonrand-hedge?

Has the SA equity investment opportunity set evolved to a case of rand-hedge versus nonrand-hedge? Investments Has the SA equity investment opportunity set evolved to a case of rand-hedge versus nonrand-hedge? BCI Global Conference 6 June 2016 Vanessa van Vuuren GLOBAL FINANCIAL MARKETS Austria Italy

More information

Anglorand Investment Insights - June 2017

Anglorand Investment Insights - June 2017 Anglorand Investment Insights - June Compiled by Desmond Esakov and David Smyth, CFA INTRODUCTION Chart 2: JSE Resources Index In this issue we present our quarterly valuations of JSE sectors using our

More information

9:00 EUR French Flash Services PMI Aug m % ytd % 1m % ytd %

9:00 EUR French Flash Services PMI Aug m % ytd % 1m % ytd % MORNING DIGEST Global overview Selected indices South African indices Previous 5d % 1m % Top 95, 9575,9 -,5,7 1, 1, All Share 557,3 557,5,,3,75 1,9 Resource 1 3533, 39,5, -, 1, 9,11 Industrial 5 75, 75,7,

More information

JANUARY 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 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 information

INVESTOR AND ANALYST FEEDBACK

INVESTOR AND ANALYST FEEDBACK INVESTOR AND ANALYST FEEDBACK Presentation overview 1 Investor and Analyst feedback 2 Motivation for this transaction 2 1 INVESTOR AND ANALYST FEEDBACK BT NGEBS CITY - MTHATHA 3 Key themes for discussion

More information

ETF/ETN Products Offered Through the etfsa Investor Plan

ETF/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 information

Introduction to Exchange Traded Products (ETPs)

Introduction 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 information

ETF/ETN Products Offered Through etfsa.co.za

ETF/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 information

FAQ. FTSE EPRA/NAREIT Index Series Index Review Reference Data cut-off dates for 2016

FAQ. FTSE EPRA/NAREIT Index Series Index Review Reference Data cut-off dates for 2016 FAQ FTSE EPRA/NAREIT Index Series Index Review Reference Data cut-off dates for 2016 ftserussell.com April 2016 Contents FTSE EPRA/NAREIT Index Series Review Schedule 2016... 3 1.0 Data cut-off dates for

More information

SATRIX UNIT TRUST SCHEME

SATRIX 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 information

GREENBAY PROPERTIES LTD

GREENBAY PROPERTIES LTD GREENBAY PROPERTIES LTD (Incorporated in the Republic of Mauritius on 14 August 2014) (Registration number C124756 C1/GBL) SEM share code: GFP.N0000 JSE share code: GRP ISIN: MU0461N00007 ( Greenbay or

More information

ETF/ETN Products Offered Through the etfsa Investor Plan

ETF/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 information

Equity Risk Service Q3/2017. Estimating Betas for JSE-Listed Companies and Indices

Equity Risk Service Q3/2017. Estimating Betas for JSE-Listed Companies and Indices Equity Risk Service Q3/2017 Estimating Betas for JSE-Listed Companies and Indices prepared by The African Institute of Financial Markets and Risk Management (AIFMRM) Contents 1 Introduction 4 2 The Basics

More information

ETF/ETN Products Offered Through the etfsa Investor Plan

ETF/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 information

Exchange Traded Funds {ETF } Aluma Capital

Exchange 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 information

Grindrod Bank PrefEx ETF & etfsa.co.za Investment

Grindrod 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 information

MARCH 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 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 information

Ground Rules. FTSE/JSE All Africa Index Series v2.9

Ground Rules. FTSE/JSE All Africa Index Series v2.9 Ground Rules FTSE/JSE All Africa Index Series v2.9 ftserussell.com February 2018 Contents 1.0 Introduction... 3 2.0 Management Responsibilities... 5 3.0 FTSE Russell Index Policies... 7 4.0 Index Construction...

More information

United States Europe Hong Kong. Local. Japan 13 OCTOBER 2016 DAILY INVESTMENT UPDATE

United States Europe Hong Kong. Local. Japan 13 OCTOBER 2016 DAILY INVESTMENT UPDATE 13 DAILY INVESTMENT UPDATE United States Europe Hong Kong The S&P 500 and the Dow Jones ended Wednesday's session with small gains as expectations for timing on a rate hike were largely unchanged after

More information

Building a Legacy List. Grow. Lead

Building a Legacy List. Grow. Lead Building a Legacy List. Grow. Lead Mpho Ledwaba Disclaimer This presentation is intended to provide general information regarding the [the basics of Shares and Investing], and is not intended to, nor does

More information

JANUARY 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 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 information

Weekly Technical Report 26 September 2016

Weekly Technical Report 26 September 2016 Weekly Technical Report 26 September 2016 Contents (ctrl+click to follow link): SP 500 ; Top 40 Chart ; Currency ; Commodities ; Charts of Interest ; Relative Rotation Graph ; Sector Analysis ; Weekly

More information

The Search for Dividend Yield June 2017

The Search for Dividend Yield June 2017 The Search for Dividend Yield June 2017 Introduction An Introduction to CoreShares CoreShares is a leading passive investment management business in Africa with a particular focus on Smart Beta CoreShares

More information

OFFSHORE PROPERTY COMPANIES SOME ARE MORE EQUAL THAN OTHERS

OFFSHORE PROPERTY COMPANIES SOME ARE MORE EQUAL THAN OTHERS MACROSOLUTIONS OFFSHORE PROPERTY COMPANIES SOME ARE MORE EQUAL THAN OTHERS EVAN ROBINS PORTFOLIO MANAGER MARCH 2016 The South African listed property sector is rapidly transforming from a domestic sector

More information

INVESTMENT REPORT ASSET MANAGEMENT. 4 th QUARTER CONTACT DETAILS

INVESTMENT REPORT ASSET MANAGEMENT. 4 th QUARTER CONTACT DETAILS ASSET MANAGEMENT INVESTMENT REPORT 4 th QUARTER 217 www.abam.co.za Report completed in January 218 CONTACT DETAILS Sandton Campus South, 2nd Floor, 1 Alice Lane, Sandton, Johannesburg, 2196 Tel no: +27

More information

APRIL 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 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 information

REBOSIS PROPERTY FUND

REBOSIS PROPERTY FUND REBOSIS PROPERTY FUND 31 July 2012 JSE SHOWCASE 1 REBOSIS SNAPSHOT KEY SNAPSHOT Listing date 17 May 2011 JSE classification JSE code Real Estate Holdings & Development REB (ZAE000156147) Linked units in

More information

MARCH 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 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 information

MONTHLY PORTFOLIO REPORT October 2015

MONTHLY PORTFOLIO REPORT October 2015 Funds MONTHLY PORTFOLIO REPORT October 2015 5 th Floor, Protea Place, 40 Dreyer Street, Claremont. Postnet Suite 64, Private Bag X1005, Claremont, 7735. T +27 (0)21 492 0200 DIRECTORS: DP du Plessis (Chairman)

More information

Equity Risk Service Q1/2018. Estimating Betas for JSE-Listed Companies and Indices

Equity Risk Service Q1/2018. Estimating Betas for JSE-Listed Companies and Indices Equity Risk Service Q1/2018 Estimating Betas for JSE-Listed Companies and Indices prepared by The African Institute of Financial Markets and Risk Management (AIFMRM) Contents 1 Introduction 4 2 The Basics

More information

Concentrated equity markets and ETF investing

Concentrated 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 information

EQUITY MARKET INFORMATION 2. Warrants listed on the JSE Main Board...

EQUITY MARKET INFORMATION 2. Warrants listed on the JSE Main Board... CONTENTS EQUITY MARKET INFORMATION 2 Warrants listed on the JSE Main Board... EQUITY MARKET INFORMATION 3-4 Information Includes JSE at a Glance, Market Statistics, World Markets, Top Ten Companies, New

More information

FEBRUARY 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 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 information

JULY 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 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 information

Growth and Strategies of Large and Leading Firms - Top 50 firms on the Johannesburg Stock Exchange (JSE) 1

Growth and Strategies of Large and Leading Firms - Top 50 firms on the Johannesburg Stock Exchange (JSE) 1 Working Paper 17/2017 Growth and Strategies of Large and Leading Firms - Top 50 firms on the Johannesburg Stock Exchange (JSE) 1 Teboho Bosiu, Nicholas Nhundu, Anthea Paelo, Mmamoletji Oniccah Thosago

More information

CHARTBOOK January 2019

CHARTBOOK January 2019 CHARTBOOK January 2019 Topic Page Market Returns 3-5 Valuations 6-19 Local Economics 20 28 Global Economics 29 35 Local Markets 36 44 Offshore Markets 45 51 Currencies 52 56 Commodities 57-62 Market Returns

More information

BRAIT SE CIRCULAR TO BRAIT ORDINARY SHAREHOLDERS ( CIRCULAR ) relating to A BONUS SHARE ISSUE OR, ALTERNATIVELY, A CASH DIVIDEND.

BRAIT SE CIRCULAR TO BRAIT ORDINARY SHAREHOLDERS ( CIRCULAR ) relating to A BONUS SHARE ISSUE OR, ALTERNATIVELY, A CASH DIVIDEND. THIS CIRCULAR IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. SHOULD YOU BE A SHAREHOLDER IN THE COMPANY AND YOU TAKE NO ACTION, YOU SHALL RECEIVE A BONUS SHARE ISSUE OF BRAIT SHARES IN ACCORDANCE

More information

FAQ. FTSE UK Index Series Index Review Reference Data cut-off dates for 2016

FAQ. FTSE UK Index Series Index Review Reference Data cut-off dates for 2016 FAQ FTSE UK Index Series Index Review Reference Data cut-off dates for 2016 ftserussell.com November 2016 Contents FTSE UK Index Series Review Schedule 2016... 3 1.0 Index Rebalance Market Cap data Cut-Off...

More information

RECM MONEY MARKET FUND (Class A) Minimum Disclosure Document - Period ended 31 January 2015

RECM MONEY MARKET FUND (Class A) Minimum Disclosure Document - Period ended 31 January 2015 RECM MONEY MARKET FUND (Class A) Minimum Disclosure Document - Period ended 31 January 2015 The RECM Money Market Fund is a money market unit trust that provides a sensible cash portfolio with very competitive

More information

FAQ. FTSE Global Equity Index Series Index Review Reference Data cut-off dates for 2019

FAQ. FTSE Global Equity Index Series Index Review Reference Data cut-off dates for 2019 FAQ FTSE Global Equity Index Series Index Review Reference Data cut-off dates for 2019 ftserussell.com January 2019 Contents FTSE Global Equity Index Series Review Schedule 2019... 3 1.0 Data cut-off date

More information

EQUITY MARKET INFORMATION 2. Warrants listed on the JSE Main Board...

EQUITY MARKET INFORMATION 2. Warrants listed on the JSE Main Board... CONTENTS EQUITY MARKET INFORMATION 2 Warrants listed on the JSE Main Board... EQUITY MARKET INFORMATION 3-4 Information Includes JSE at a Glance, Market Statistics, World Markets, Top Ten Companies, New

More information

TRANSPARENCY IN CORPORATE REPORTING ASSESSING SOUTH AFRICAN COMPANIES

TRANSPARENCY IN CORPORATE REPORTING ASSESSING SOUTH AFRICAN COMPANIES TRANSPARENCY IN CORPORATE REPORTING ASSESSING SOUTH AFRICAN COMPANIES This report was produced by Corruption Watch as part of a project led by the Transparency International Secretariat with funding from

More information

Types 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 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 information

Weekly Market Report. South African Equity Markets. JSE All Share - Weekly Gainers & Losers. JSE All Share - Daily Chart. Top 10 New 52 Week Highs

Weekly Market Report. South African Equity Markets. JSE All Share - Weekly Gainers & Losers. JSE All Share - Daily Chart. Top 10 New 52 Week Highs Johannesburg 31B Impala Road Chislehurston Sandton +27(0) 11 290 7800 Durban Unit 8, 8 Richefond Circle, Ridgeview, Umhlanga Ridge, 4319 +27(0) 31 584 6491 Cape Town Unit 11, Lonsdale Building, 7 Lonsdale

More information

MAY 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 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 information

ANGLO AMERICAN PLC FULL YEAR AND INTERIM DIVIDEND TIMETABLES 2013

ANGLO AMERICAN PLC FULL YEAR AND INTERIM DIVIDEND TIMETABLES 2013 Anglo American plc ( the Company ) Incorporated in the United Kingdom (Registration number: 3564138) Short name: Anglo Share code: AGL ISIN number: GB00B1XZS820 ANGLO AMERICAN PLC FULL YEAR AND INTERIM

More information

OCTOBER 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 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 information