etfSA.co.za monthly South African ETF, ETN and Unit Trust Index Tracking performance survey
The Satrix INDI 25 ETF, which tracks the FTSE/JSE Industrial 25 index, remains the top performing retail index tracking product in South Africa over 3 and 5 years. In fact, even though this is not shown in the Survey, the Satrix INDI ETF is the top performing fund amongst all Collective Investment Schemes (unit trusts and ETPs) over the past 7 and 10 years. Clearly the FTSE/JSE Industrial index is the real benchmark of the local equity market.
“Rand hedge” investments, like the DBX Tracker Funds, which track the major overseas equity indices, are becoming more prominent in the 1-3 years performance rankings. Given the low cost and extremely low tracking error of these products, they are increasingly being perceived as ideal rand hedge vehicles.
Some indication that, in rands at least, the commodity price cycle might have bottomed is shown by crude oil price tracker funds for RMB and Standard Bank, as well as other commodities, such as silver and palladium, showing up strongly in the short-term (less than 1 year) performance rankings.
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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 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.
