July 2014 – etfSA.co.za monthly South African ETF, ETN and unit trust passive index tracking performance survey
The July 2014 Performance Survey of all South African index tracking Unit Trusts and Exchange Traded Funds is attached. For the first time, the 10 year performance data is presented, as there are now a growing number of passive products with a 10 year performance history.
The Satrix INDI 25 ETF is the top performing index tracking fund over 10 years by some margin. There is little to choose between 2 passive Unit Trusts, Stanlib Index fund and the Gryphon All Share Tracker Fund, both of which benchmark the All Share index, and Satrix 40, which tracks the Top 40 index.
The top performing funds are shown in the Summary Table below, with the full Survey of 1 month to 10 years investment performance of all passive funds attached.
Summary Table
The etfSA.co.za 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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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.
