October 2013 – etfSA.co.za monthly South African ETF, ETN and unit trust index tracking performance survey
04 November 2013 | Investments | ETF's (Exchange Traded Funds) | Mike Brown, etfSA.co.za
The Satrix INDI 25 ETF has regained its position as the top performing tracker fund in South Africa for the 2 year, 3 year and 5 year periods ending October 2013.
The DBX Tracker Funds issued by Deutsche Bank, which track global equity indices, have performed very well for all the periods of up to 3 years and the need for offshore exposure in investment portfolios has now been clearly established.
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.
