Intellidex

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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


Intellidex Reviews: Satrix INDI 25

Posted by Intellidex

Oct 31, 2017 10:35:08 AM

Performance review: Industrial companies have been the best performers on the JSE over the 10 years to end-September. This has been the top performing ETF in the last 10 years (many ETFs are less than 10 years old, so others have performed better but have a shorter track record). The Satrix Indi 25 ETF, delivered average growth of 16.27% a year. The fund’s returns for shorter periods are also impressive: 19.63% a year over the seven-year period and 18.16% a year over the five-year period.

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Topics: ETF Tuesday, Education, ETFs


Intellidex Reviews: NewFunds S&P GIVI SA Industrial 25

Posted by Intellidex

Oct 24, 2017 7:02:51 AM

We usually think of the JSE’s listed companies in terms of three main divisions: resources, industrials and financials. Industrials include everything that are not mining, banking or insurance companies. So manufacturing, retail, communications, and so forth, all fit within the industrial sector. It is particularly exposed to the consumer sector – the performance of companies tends to track consumer spending. That makes up about two thirds of SA’s GDP.

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Topics: ETF Tuesday, Education, ETFs


Intellidex Reviews: CoreShares S&P SA Low Volatility

Posted by Intellidex

Oct 16, 2017 5:45:02 PM

The CoreShares S&P SA Low Volatility ETF aims to lower the risk of equity investments by investing in stocks with relatively low volatility, a way of measuring risk. Lower volatility stocks tend to have more stable price movements – basically price movements tend to be closer to their long run average. In contrast, high volatility stocks have price movements that jump around the average.

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Topics: ETF Tuesday, Education, ETFs


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