Top Performing TFSA funds 2021

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A Tax-Free-Savings-Account (TFSA) is exactly what it sounds like. A way to save without getting taxed on the moolah you make from TFSA investments; including interest, dividends and capital gains. Thank you National Treasury! Use your TFSA to invest in Exchange-Traded Funds (ETFs), Unit Trusts, Baskets or Bundles with up to R36 000 a year, and a total of R500 000 over a lifetime.

Want to find out the in's and out's of Tax-Free Investing? Watch this webinar HERE.

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ETFS

An ETF or Exchange-Traded fund is a collection of stocks or other assets. When you buy an ETF, you’re buying all of the stocks that are in the ETF without having to buy each one separately. Just like stocks, ETFs are traded on an exchange and because of that they can be bought and sold throughout the day. They usually track an index like the S&P 500 or closer to home, the JSE Top40.

Top returning ETFs in TFSA from 1st Feb 2021 - 31st Jan 2022

1 CoreShares PrefTrax ETF 50.37%
2 CoreShares SA Property Income ETF  45.67%
3 NewFunds Value Equity ETF  41.66%
4 Satrix Property ETF  40.99%
5 Satrix RAFI ETF  40.29%
6 Satrix DIVI ETF  38.69%
7 Satrix FINI  37,21%
8 1nvest SA Property  36.89%
9 Satrix RESI ETF  29.66%
10 CoreShares Top50 ETF  28.13%
 Data from EasyETFs 31st Jan 2022
 

What is an ETF

Unit Trusts

Unit trusts are a collective investment scheme that brings the money of investors together into one pool that’s managed by an asset manager. 

Top returning Unit Trusts in TFSA from 1st Feb 2021 - 31st Jan 2022 

1

Counterpoint SCI Value Fund Class A1

48.18%
2 ABSA Property Equity Fund Class C1 45.11%
3 NinetyOne Property Equity H 41.81%
4 PortfolioMetrix BCI SA Property Fund Class A 40.25%
5 Satrix Property Index B1 37.37%
6 Old Mutual SA Quoted Property Fund Class A 37.16%
7 Hollard Prime Property Fund Class B 36.94%
8 Sentio SCI Hikma Shariah General Equity Fund A 28.43%
9 1PSG Global Equity Feeder Fund E 28.28%
10 NinetyOne Equity E 23.23%

Data from EasyWealth 31st Jan 2022

 

What is a Unit Trust

 

Bundles

A bundle is an investment portfolio that is owned by an individual investor but looked-after/managed by a professional money manager, which they receive a fee for in return.

Top returning Bundles in TFSA from 1st Feb 2021 - 31st Jan 2022 

1 Cannon Assertive Growth TFSA 17,49%
2 Emperor Core Equity 17,47%
3 Cannon Capital Preservation TFSA 16,25%
4 Cannon Balanced Growth TFSA 15,65%
5 Emperor Core Balanced 15,19%
6 RISE CPI+7 TFSA 14,52%
7 RISE CPI+5  TFSA 14,24%
8 Unum 75 TFSA Bundle  13,81%
9 Emperor Core Moderate 13,42%
10 RISE CPI+3 TFSA 12,68%

Returns from model portfolio on EasyEquities on 31st Jan 2021

What is a Bundle

Happy investing!

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Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

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