Monthly South African EFT, ETN and index tracking product performance survey
Satrix INDI 25 ETF continues to remain the top performing passive investment tracker product over the 5 years, 3 years and 2 years surveyed for the year ended 28 February 2013. Property funds such as the Prudential Property Enhanced Index Unit Trust and
In the shorter-term performance periods of up to 1 year, Exchange Traded Notes (ETNs) are increasingly promising in the performance stakes, notably the DBX Africa Equity and Standard Bank Africa Equity ETNs plus the Platinum and Palladium Linker ETNs, issued by Standard Bank
Table A
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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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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
