Monthly South African ETF, ETN and Unit Trust index tracking performance survey
For the first three months of 2013, “rand hedge” products were in clear ascendancy as the rand depreciation was the dominant force in investment markets. Top performers were ETFs, linked to international equity markets, as such equity markets showed a go
Over the 6 months to 1 year time periods, commodity trackers, such as the Standard Bank Palladium-Linker ETN (41,23% for the year, 34,38% for the six months) and the Standard Bank Corn-Linker ETN (48,07% return for the year), joined the Deutsche Bank equity tracker funds as the top performers.
Over the 5 year period, the Prudential Property Enhanced Unit Trust, which tracks the SA listed property index, displaced the Satrix INDI 25 ETF, as the best performing index tracker fund, after more than a year of the Satrix INDI 25 being the best long-term index tracker fund.
Over the 2 year and 3 year time frames, Satrix INDI 25 ETF is still the top performer in the index tracking industry.
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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
