South African Listed Tracker Funds Awards ("SALTA") 2019

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We would like to congratulate all the winners of the second SA Listed Tracker Funds Awards (SALTA) held at the Johannesburg Stock Exchange on 22th May 2019. SALTA showcased the best performing ETFs in South Africa for the period ending 31st March 2019, across a variety of criteria. If you have been wondering what ETFs are a good buy this year, check out the winners of the 2019 SALTA awards below. 

To find out more about ETFs and why they are the best to invest in click below:

Why ETFs are the best SALTA AWARDS

The awards recognise the leaders in the expanding and flourishing ETF industry for:

  • The best total investment returns for 3 and 5 years in various categories.
  • The efficiency in tracking the indices which an ETF benchmarks.
  • Annual tradability.
  • The raising of new and additional capital on the JSE.
  • An award for the “favourite ETF” chosen by popular poll.

TOTAL RETURN PERFORMANCE

In this award category, the focus is on total return performance.

Performance was measured for a lump sum investment, on a total return, net asset value basis, with distributions reinvested. There are two periods of assessment – the one-year total return and the three-year total return, all to the end of March 2019.

EQU.ZA.ETFRHO EQU.ZA.STXRES EQU.ZA.PREFTX

 FOREIGN & COMMODITY - 3 YRS                    SA EQUITY - 3 YRS                             SA NON-EQUITY - 3 YRS

EQU.ZA.ETFPLD-1 EQU.ZA.GIVRES EQU.ZA.NFGOVI

 FOREIGN & COMMODITY - 5 YRS                     SA EQUITY - 5 YRS                        SA NON EQUITY - 5 YEARS       

 

CAPITAL RAISING

In this award category, ability to raise new capital was recognised – either additional capital for existing ETFs, or new capital for the listing of new ETFs. There are three awards – for South African ETFs, for Foreign and Commodity ETFs, and lastly an award for the ETF issuing house that raised the most net new capital in the 12 months to end March 2019.

Satrix LOGO EQU.ZA.GLD-1EQU.ZA.ASHT40

        ISSUE HOUSE - 1 YR                      FOREIGN &COMMODITY - 1 YR                   SOUTH AFRICA - 1 YR

 Sygnia-2 EQU.ZA.SYGWDEQU.ZA.CTOP50

         ISSUE HOUSE - 3 YRS                 FOREIGN 7 COMMODITY - 3 YRS                SOUTH AFRICA - 3 YRS

 

TRADING EFFICIENCY

Trading efficiency can be measured by the average ratio of the volume of units traded, over the total units in issue.

EQU.ZA.STXRES

                                                                                  OVERALL

 

TRACKING EFFICIENCY

This category recognises the efficiency of ETFs to deliver, as close as possible, the performance of their reference index. This is arguably one of the most important metrics by which an index tracker fund should be evaluated. The total return achieved by investing in an ETF over any given period should be as close as possible to the total return of the index over the same period.

The best tracking efficiency measured over three years, in the three asset categories were awarded.

EQU.ZA.SYGJPEQU.ZA.CTOP50EQU.ZA.MAPPSG

FOREIGN & COMMODITY - 3 YRS                      SA EQUITY - 3 YRS                        SA NON - EQUITY 3 YRS

 

PEOPLES CHOICE ETF - POPULAR VOTE

EQU.ZA.STX40-1

                                                                                 OVERALL

 

The total number of type of Awards won by each issuer:

Absa Capital (NewFunds) - Four

Absa

Satrix Managers (Pty) Ltd - Four

Satrix Salta awards

Sygnia Itrix (RF) (Pty) Ltd - Three

CoreShares -Three

Coreshares-4

Standard Bank South Africa Ltd - Two

Standard Bank South Africa Ltd won two SALTA awards.

Ashburton Investments -One

 

To read more about the SALTA Awards click below:

2019 SALTA AWARDS

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