etfSA.co.za Monthly South Africa ETF, ETN and Unit Trust Index Tracking Performance Survey
Listed Property index tracking funds are coming into their own in the Total Return Performance stakes.
The best performing index tracking fund over 5 years is the Prudential Enhanced Property Index Tracker Unit Trust, which delivered an annual return of 23,67% per year over the past five years, knocking the Satrix INDI 25 ETF off its top place for the first time in many months.
The index tracking ETFs, Proptrax SAPY ETF, which exactly replicates the FTSE/JSE South African listed property index of 21 companies; and the Proptrax Ten ETF, which invests into only the top ten listed property shares in equal amounts, have in many of the periods mentioned, outperformed the enhanced Prudential property tracker, despite their more restrictive mandates.
Listed property has increasingly become an investment asset sector in demand because of: their high distribution yields; consolidation of the listed property sector; foreign interest in SA property funds; and the imminent introduction of the REITS legislation in South Africa.
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The full etfSA Performance Survey is attached. 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 (attached) measure the 1 month to 5 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 underperform the index because of their transaction and other running costs.
Please Note: future performance will not necessarily repeat historic performance data.
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(click on picture to enlarge)
Terms and conditions: Redistribution, reproduction, the resale or transmission to any third party of the contents of this article and this website, whether by email, newsletter, internet or website, is only possible with the written permission of etfSA.co.za. etfSA.co.za, its sponsors, administrators, contributors and product providers disclaim any liability for any loss, damage, or expense that might occur from the use of or reliance on the data and services provided through this website. etfSA.co.za is the registered trading name of M F Brown, an authorised Financial Services Provider (FSP No 39217). Professional Indemnity Insurance is maintained. etfSA.co.za®, etfSA The Home of Exchange Traded Funds® and etfSA Investor Scheme® are registered trademarks in the Republic of South Africa
