Well done to all the winners of the fourth South African Listed Tracker Funds Awards (SALTA) held as a live Webcast on 24th March 2021. SALTA showcased the best performing ETFs in South Africa for the period ending December 2020, across a variety of criteria.
The SALTA Awards recognise not only the best total investment returns over the past one – ten years in various categories, but also look to reward “skills” in providing index tracking listed ETF passive products for the investment industry.
To be able to find out more about the individual SALTA winners, and compare them, make sure to check out EasyETFs.
In all there were 23 SALTA Awards were made for the following categories that recognise the leaders in the expanding and flourishing ETF industry for:
- The best total investment returns for 3, 5 and 10 years in various categories.
- The efficiency in tracking the indices which an ETF benchmarks.
- 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 has been measured for a lump sum investment, on a total return, net asset value basis, with distributions reinvested. There are three periods of assessment – three-year total return, five year total return and ten year total return, all to the end of December 2020.
FOREIGN & COMMODITY - 3 YRS SA EQUITY - 3 YRS SA NON-EQUITY - 3 YRS
COMMODITY ETFs - 3 YRS
FOREIGN & COMMODITY - 5 YRS SA EQUITY - 5 YRS SA NON EQUITY - 5 YEARS
FOREIGN & COMMODITY - 10 YRS SA EQUITY - 10 YRS
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 awards for South African ETFs, Foreign and Commodity ETFs and awards for the ETF Issuing House that raised the most net new capital in the period of either 12 or 36 months, to end December 2020.
ISSUE HOUSE - 1 YR FOREIGN & COMMODITY - 1 YR SA EQUITY ETFs - 1 YR
SA NON-EQUITY ETFs - 1 YR SA COMMODITY -1YR
ISSUE HOUSE - 3 YRS FOREIGN & COMMODITY - 3 YRS SOUTH AFRICAN ETFS - 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.
Foreign & Commodity - 3 YRS SA EQUITY - 3 YRS
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.
FOREIGN & COMMODITY - 3 YRS SOUTH AFRICAN ETF - 3 YRS SA NON - EQUITY 3 YRS
PEOPLES CHOICE ETF - POPULAR VOTE
For the fourth year in a row the people choice winner::
OVERALL
Winning Issuers and the 23 awards won:
Satrix Managers (Pty) Ltd - Ten
- Total Returns Performance over 10 years – SA Equity ETF: Satrix Capped Indi ETF
- Total Returns Performance over 5 years – SA Equity ETF:Satrix RESI ETF
- Total Returns Performance over 3 years – SA Equity ETF: Satrix RESI ETF
- Tracking Efficiency over 3 years - SA Non-Equity ETF: Satrix Property ETF
- Most Capital Raised over 1 year - Foreign & Commodity ETF: Satrix MSCI China ETF
- Most Capital Raised over 3 year - Foreign & Commodity ETF: Satrix MSCI World ETF
- Most Capital Raised over 1 years – Top ETF Issuing House: Satrix Managers (RF) (Pty) Ltd.
- Most Capital Raised over 3 years – Top ETF Issuing House: Satrix Managers (RF) (Pty) Ltd.
- Trading Efficiency over 3 years- Foreign & Commodity ETFs: Satrix S&P 500 ETF
- “People’s Choice” Award for the most Popular ETF: Satrix 40 ETF.
Absa Capital (NewFunds) - Five
- Total Returns Performance over 5 years - SA Non- Equity ETFs: NewFunds GOVI ETF
- Total Returns Performance over 3 years – SA Non- Equity ETFs: NewFunds GOVI ETF
- Tracking Efficiency over 3 years – SA ETF: NewFunds GOVI ETF
- Most Capital Raised Over 3 Year – SA ETFs:NewFunds GOVI ETF
- Most Capital Raised Over 1 Year – SA Non-Equity ETFs : NewFunds GOVI ETF
1nvest - Four
- Total Returns Performance over 5 years - Foreign & Commodity ETFs: 1nvest Rhodium ETF
- Total Returns Performance over 3 years - Commodity ETFs: 1nvest Rhodium ETF
- Tracking Efficiency over 3 years – Foreign & Commodity ETFs : 1nvest Gold ETF
- Most Capital Raised Over 1 Year - Commodity ETFs: 1nvest Platinum ETF
Sygnia Itrix (RF) (Pty) Ltd - Two
- Total Returns Performance over 10 years – Foreign & Commodity ETFs: Sygnia Itrix MSCI USA Index ETF
- Total Returns Performance over 3 years - Foreign & Commodity ETFs: Sygnia Itrix 4th Industial Revolution ETF
Ashburton Investments - One
- Most Capital Raised Over 1 Year – SA Equity ETFs: Ashburton MidCap ETF
CoreShares - One
- Trading Efficiency over 3 years – SA Equity ETFs: CoreShares SA Top 50 ETF
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