April 2015 – etfSA.co.za monthly South African ETF, ETN and Unit Trust passive index tracking performance survey
Mike Brown, Managing Director, etfSA.co.za.
The Performance Survey of all index tracking unit trusts and ETPs in South Africa, for the period ended 30 April 2015 is attached.
The feature this month is the consolidation of the DB (Deutsche Bank) China Total Return ETN as a top performer for 3 months to 3 years, sometimes by a substantial margin. This product tracks the MSCI China index of the major Chinese companies listed in the international stockmarkets in Hong Kong, Shanghai and Shenzhen and is a US dollar based index. As the Chinese economy switches to a consumer-lead growth model, this is having a positive effect on its stockmarkets.
Another top performer in the performance returns for up to one year is the BNP GURU Asia ETN. This not only invests in China (40% of the portfolio), but also other Asian nations, including South Korea, Taiwan, India, Indonesia, etc.
The exposure to different market sectors, asset classes and geographical areas offered by JSE listed ETPs is adding significant choice for local investors. For instance, the Asian equity markets are available to add high performance and rand hedges for local portfolios, through easily accessible ETP products.
Summary Table
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The etfSA Performance Survey measures the total return (Net Asset Value (NAV to NAV)) changes including reinvestment of dividends) for index tracking unit trusts and Exchange Traded Funds (ETFs) available to the retail public in South Africa. The performance tables measure the 1 month to 10 years total return for a lump sum investment compared with the benchmark index returns (including reinvestment of dividends). All indices are shown in total return format. Note, as the FTSE/JSE calculates the index without taking into account any brokerage or other transaction costs, index tracking products will typically slightly underperform the index because of their transaction and other running costs.
Please Note: future investment performance will not necessarily replicate historic performance data. All data used in the Survey is sourced from Profile Media, who obtain daily data from all index tracker product issuers.
