Baskets and Bundles - Your co-pilot to investment genius

Posted by Waylon Smit

Nov 15, 2017 4:45:39 PM

For a lot of you, like me, baskets and bundles were kind of a love at first sight thing in your investment journey. I know this because I've seen the numbers.

Since we launched baskets just over a year ago we've seen over 2000 of you add them to your EasyEquities ZAR and Tax Free Savings accounts. That's a lot. But not nearly enough, when I think about the insane benefits they offer investors. That's why you'll be hearing about baskets and bundles from me a lot more. Starting with some basics on what these benefits are, and what makes them different to each other. No one breaks this down better than our innovation extrodinaire and EasyEquities CEO Charles Savage. Here's why he reckons baskets and bundles are the business:

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Topics: Baskets, Bundles


Offshore investing and tax

Posted by Standwa Nongauza

Nov 15, 2017 1:30:02 PM

Since launching US stocks back in September, some of you have reached out wanting to know a bit more about how the taxman views U.S. investments. Although we are not tax experts, we know a few who were willing to share some insights with us. With the help of Jonathan Russon of Russon & Associates (Chartered Accountants), we're going to outline a few basic need-to-knows for you, but you should probably chat to your tax consultant about anything you're not sure of.

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Topics: Income Tax, Capital Gains Tax, Dividend tax


Intellidex on the Resource Sector

Posted by Intellidex

Nov 14, 2017 4:58:39 PM

Performance review:  Resource shares have been stellar performers over the past two years. The general mining index, which is made up of mining heavyweights such as Anglo American, BHP Billiton and Glencore, has recovered well from the 2014 dip, growing 65%. The gold miners index grew 58% over the period on the back of a 17% improvement in the rand gold price. The platinum mining companies index grew 39%.  The chemicals and forestry and paper segments were the laggards, and have been largely flat. 

NewFunds S&P GIVI SA Resource 15 and Satrix Resi 10, the only two ETFs that track the resources indices, have benefited from the increased investor demand for mining counters. NewFunds S&P GIVI SA Resource 15 returned 27.84% a year during the two years to end-October ahead of Satrix Resi 10 which returned 8.37%.

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Topics: ETF Tuesday, Education, ETFs


Intellidex's favourite funds for November

Posted by Intellidex

Nov 7, 2017 12:39:29 PM

Each month Intellidex updates a list of ETFs, from a pool of 57 listed on the JSE, that it considers the best on offer across several asset classes. A flurry of new ETF listings this year has seen some changes to our traditional choices. Our view is, first, informed by macro developments both globally and at home. Second, we consider costs, strategy and diversification of each fund.

Generally, we classify all ETFs into five categories: domestic equity; international equity; bonds and cash; multi-asset; and dividend-focused. Not all categories are right for investors; you would want to choose asset classes that meet your unique objectives. With the advent of an emerging markets fund and a frontier markets fund, this month we split our international category into developed and developing markets.

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Topics: ETF Tuesday, Education, ETFs


Investing in AFRICA

Posted by Waylon Smit

Nov 3, 2017 9:52:33 AM

 

Who knew that investing in Africa, the second largest continent on the planet, could be this #Easy. Cloud Atlas brought their Exchange Traded Fund  (ETF)  to the JSE in April 2017. The aim of this ETF is to provide access to the continents biggest companies and sectors to South Africans. 

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Topics: Tax Free Investing, ETFs


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