Types of ETFs for your investment appetite 13:00 13:45. Insert Topic

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1 Types of ETFs for your investment appetite 13:00 13:45 Insert Topic

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3 Three investment themes in which to invest for the future Technology The industry of the future Emerging markets The economy of the future Property The diversifying asset class of the future

4 Technology Index: S&P500 Info Tech ETF: STANLIB S&P500 Info Tech Index Feeder (ETF5IT) > 70 companies included in S&P500 Index and classified as members of GICS Information Technology sector 100% Info Tech Total return TER*: 0.3 Semiconductors 14% Other IT Consulting Systems software 16% Applications 6% Internet 21% Comms equipment 4% Data processing 12% Hardware 17% Source: ETF fact sheet, 30-Jun-18 * Estimated Note: significant GICS index changes due on 24-Sep-18

5 Technology Index: Nasdaq 100 ETF: Satrix Nasdaq 100 Feeder (STXNDQ) 100 of the largest US and international non-financial stocks listed on the NASDAQ Stock Market more than just Technology Total return TER*: 0.48% Info Tech 61% Telecoms 1% Cons. Discretionary 23% Cons. Staples 4% Healthcare 9% Industrials 2% Source: ETF fact sheet, 30-Jun-18 * Targeted

6 Technology Index: Kensho New Economies Composite ETF: Sygnia Itrix 4 th Industrial Revolution Global Equity (SYG4IR) Captures 21 st century sectors that are propelling the 4 th Industrial Revolution and fostering new industries that will transform everything Distributing semi-annual TER*: 0.70% Source: ETF fact sheet, 30-Jun-18 * Targeted Materials 2% Info Tech 37% Telecoms 0% Utilities 3% Cons. Discretionary 9% Energy 1% Industrials 28% Financials 0% Healthcare 21%

7 Emerging Markets Index: MSCI Emerging Markets Investable Markets ETF: Satrix MSCI Emerging Markets Feeder (STXEMG) Exposure to 800+ large, medium and small cap stocks across > 20 emerging market countries and stock exchanges Total return TER*: 0.40% Source: ETF fact sheet, Satrix: 30-Jun-18, ishares: 30-Aug-18 South Korea 1 South Africa 6% Russia 3% * Targeted Taiwan 12% Rest 1 Brazil 6% Mexico 3% India 9% China 31%

8 Emerging Markets Index: MSCI China Total Return ETN: Deutsche Bank MSCI China (DBCHIN) > 150 Chinese companies listed in USD as B shares (in Shanghai or Shenzhen) or listed in HKD as H shares in Hong Kong 100% China Industrial 4% Financials 29% Technology 3% Utilities 2% Basic Materials 1% Communications 44% Total return TER: 0.8 Energy Cons. Non- Cyclical 7% Cons. Cyclical Source: ETN fact sheet, 31-Mar-18

9 Emerging Markets Index: Cloud Atlas AMI Big 50 Ex-SA ETF: Cloud Atlas AMI Big 50 ex-sa (AMIB50) Exposure to 50 stocks from 13 African stock exchanges excl. South Africa, selected to maximise country and sector diversification Distributing quarterly TER*: 0.7 Source: ETF fact sheet, 30-Jun-18 * Targeted Other 9% Nigeria 1 Zimbabwe Tunisia 7% Morocco 19% BRVM 3% Egypt 20% Mauritius 7% Kenya 1

10 Property local Index: FTSE/JSE SA Listed Property ETF: CoreShares PropTrax SAPY (PTXSPY) & Stanlib SA Property (STPROP) Exposure to > 20 listed property companies with primary listing on JSE, thus excludes secondary listings of global property companies Distributing quarterly TER: 0.58% ; 0.38% Source: ETF fact sheets, 30-Jun-18 * Targeted Vukile 4% SA Corp 3% Resilient 4% Redefine 17% Other 17% Attacq 4% NEPI Rockcastle 14% Fortress 7% Growthpoin t 23% Hyprop 8%

11 Property local Index: FTSE/JSE SA Listed Property Top 10 Equal ETF: CoreShares PropTrax Ten (PTXTEN) Exposure to Top 10 listed property companies with primary listing on JSE, thus excludes secondary listings Equally weighted ( each) Distributing quarterly TER: 0.54% Source: ETF fact sheet, 30-Jun-18 SA Corp Resilient Redefine Vukile 9% NEPI Rockcastle Attacq Investec Prop 9% Fortress Growthpoin t 11% Hyprop 11%

12 Property local Index: S&P SA Composite Property Capped ETF: Satrix Property (STXPRO) Exposure to Top 20 JSE-listed property companies, including secondary listings Redefine Resilient 8% Vukile Attacq CapCo 7% Growthpoin t Individual counters capped at each Hyprop 9% Distributing quarterly TER: 0.3 Other 26% NEPI Rockcastle Intuprop Source: ETF fact sheet, 30-Jun-18

13 Property global Index: S&P Global Property 40 ETF: CoreShares Global Prop (GLPROP) & Sygnia Itrix Global Prop (SYGP) 40 leading global property companies that have earnings and dividend stability Only developed markets Distributing (semi-annual) GLPROP (Mar/Sep); SYGP (Jun/Dec) TER: 0.66% ; 0.2* Source: ETF fact sheets, 30-Jun-18 * Targeted US 5 Australia France 4% 4% Germany Other UK 2% 2% Hong Kong 14% Japan 14%

14 Property global Index: FTSE EPRA/NAREIT Global REIT ETF: Stanlib Global REIT Index Feeder (ETFGRE) Exposure to ±300 listed REITs from > 20 global developed and emerging markets REIT = listed Real Estate Investment Trust company Distributing quarterly TER*: 0.34% US 6 Australia 6% France 4% Canada 3% Hong Kong 2% Japan 7% Other Singapore 2% UK 6% Source: ETF fact sheet, 30-Jun-18 * Estimated

15 Property global Index: Cloud Atlas AMI Real Estate Ex-SA ETF: Cloud Atlas AMI Real Estate ex-sa (AMIRE) Exposure to 13 listed real estate companies from five African stock exchanges, excl. South Africa Equally weighted Distributing quarterly TER*: 0.67% Morocco 23% Mauritius 8% Nigeria 8% Botswana 1 Egypt 46% Source: ETF fact sheet, 30-Jun-18 * Targeted

16 In closing ETFs are much more than just broad-based equity market index tracker funds Get low cost exposure to different investment themes Efficient Transparent Flexible BUT: Do your homework Look inside and know what you buy WISIWYG What s InSide Is What You Get

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