etfSA.co.za monthly South African ETF, ETN and unit trust index tracking performance survey
The latest Performance Survey, confirms the meltdown in local and international investment markets over the past month as the Federal Reserve and other Central Banks signalled the likely end of Quantitative Easing and other forms of monetary policy accomm
The one month performance figures indicate that all sectors of the JSE suffered as bonds, equities, commodities and even property shares were caught up in the change of sentiment towards investment markets.
The medium-term performance numbers show that rand hedge investments, particularly the DBX Tracker ETFs, which invest directly in global equity markets, but trade as “inward investments” in rands on the JSE, offer not only investor protection but also the means to profit from rand depreciation.
Of the domestic equity products, the Satrix INDI 25 ETF continues to be the most consistent top performing index tracker product over periods of 1 to 5 years. The steady rise in the FTSE/JSE Industrial Index reflects the shift of both global and local investors towards to the top industrial companies that have primary or secondary listings on the JSE. It would appear that the industrial index is becoming the true benchmark of the JSE.
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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)
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 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.
