Category Investments

December 2018 – Monthly South African ETF, ETN And Unit Trust Passive Index Tracking Performance Survey

09 January 2019 Mike Brown, Managing Director,

The Performance Survey for the period ended 31 December 2018, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years.

The summary table of the best performing passive index tracking products is shown on page 1. The total return performance of each Domestic Exchange Traded Fund is shown on pages 2-4; Foreign Exchange Traded Funds on pages 5-9; Foreign ETNs on page 6; Commodity ETFs & ETNs on page 7; Currencies on page 8; and Index Tracking Unit Trusts on pages 9-11.


Read more here...

Quick Polls


The Financial Sector Conduct Authority (FSCA) released a notice extending the CPD cycle for 2018 until 31 July 2019. What is your opinion on this?


I am relieved as it means that I have more time to catch up on those CPD hours and activities
Why should individuals be given more time when they had 12 months to comply
Instead of waiting for the last minute, I proactively implemented the necessary actions timeously and effectively
The regulator’s actions are questionable
A E fanews magazine
FAnews April 2019 Get the latest issue of FAnews

This month's headlines

Differences aside… in the name of fairness
Advice… now more important than ever
COFI… is this a reason to be positive?
Cyber cover: One size does not fit all
The need for member education
Subscribe now