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


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


Access an asset manager, for as little as R5

Posted by Waylon Smit

Oct 26, 2017 3:22:50 PM

A lot of people find investing and picking which shares to start a portfolio with a daunting task, especially new investors who are still learning and growing as they go. Bundles and Baskets are a good go-to for anyone who might find themselves in this positionon, making it easier to gain access to shares and Exchange Traded Funds (ETF's). On top of that, Bundles and Baskets also provide anyone with access to asset managers - you know those clever guys who make the smart informed choices and create portfolios for you based on their own strategies.  

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Topics: Tax Free Investing, ETFs, Baskets, Bundles


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