1nvest shows leadership in the ETF tracking pack, winning again at the 2022 SALTAs

1nvest specialises in index tracking unit trusts and exchange-traded funds (EFTs). The fund provider’s recent SALTA award wins highlight the remarkable performance results that would make any investor take notice.

1nvest — a collaboration between Standard Bank, STANLIB, and Liberty — was launched in 2019.
By combining existing index funds, experience, and expertise, 1nvest empowers clients by giving them access to a comprehensive range of 25 index tracking funds, across multiple asset classes and geographies, ensuring optimal investment portfolios.

For a fifth, consecutive year, the asset management firm has won awards at the South African Listed Tracker Awards (“SALTA”). The awards are an initiative by service providers to the burgeoning ETP (Exchange Traded Products) industry in South Africa, who are not issuers of ETPs themselves, to reward such issuers for exceptional exchange traded products provided to the South African markets. They recognise not only the best total investment returns over the past 3 – 10 years in various categories, but also look to reward "skills" in providing a growing range of exchange traded products for the investment industry.

This year, 1nvest took home the following awards:
• 1nvest Gold ETF: Capital Raising – 3 Years, Foreign Non-Equity ETFs;
• 1nvest Rhodium ETF: Total Return Performance – 5 Years, Commodity and Currency ETPs;
• 1nvest Rhodium ETF: Total Return Performance – 3 Years, Commodity and Currency ETPs;
• 1nvest S&P500 Info Tech Index Feeder ETF: Total Return Performance – 3 Years, Foreign Equity Index-Tracking ETPs; and
• 1nvest S&P500 Index Feeder ETF – Tracking Efficiency – 3years, Foreign Equity ETPs

A history of tracking efficiency

Since inception, 1nvest has focused on empowering clients to achieve optimal investment portfolios.

Four index tracking funds in the 1nvest portfolio were listed in the top three positions of the etfSA Monthly South African ETF, ETN, and Unit Trust Index Tracking Performance Survey for December 2021 .

1nvest is rising to the top for best performing index tracker funds – as shown in the recently released Monthly Index Tracking Performance Survey report by etfSA.co.za. The report measures total investment returns for all 162 JSE listed ETFs/ETNs and 36 index tracking unit trusts for periods of one month to ten years for the period ending 31 December, 2021.

about these notable successes, Ryan Basdeo, Head of Index Portfolio Management at 1nvest, attributes it to the firm’s ability to provide a breadth of products to investors in a cost-effective manner, having a proven track record in tracking efficiency, and the diversity of skills and approach of its specialists. “At 1nvest, we pride ourselves in being technologically driven, providing absolute efficiency in every activity we conduct, and superior client service. We supply the building blocks that investors can use to construct an overall portfolio for various time horizons. Our suite of investment options, provides various asset class exposures in a very systematic and disciplined investment approach that removes the complexities for our investors who can then spend their time and efforts on activities that further create value”

When it comes to investment performance in offshore markets, Basdeo explains that a diversified portfolio exposure is extremely important to the performance of one’s portfolio. “We believe that the asset allocation decision, or simply, exposure to various assets classes based on one’s appetite for risk and time horizon, is the most important determinant of a portfolio’s return. We have therefore provided both local and offshore product exposures covering key assets classes. In addition, the team offers two balanced funds that make use of these various building blocks and demonstrate the use of long-term strategic asset allocation.”

An example of this type of offshore fund would be 1nvest’s S&P500 Info Tech Index Feeder, which provides investors with access to some of the largest US-based information technology companies based on market capitalisation. The fund’s equity holdings include iconic companies such as Apple, Microsoft, Adobe, and PayPal. Its remarkable unit trust performance of 45,56% over three years (annualised) is yet another proof point that shows the strength and robustness of the 1nvest portfolio. Indeed, the breadth of the indices that 1nvest funds track ensures that investors are able to benefit from various types (themes) of local and offshore index exposures and performance.

For more information, visit the 1nvest website to learn more, or follow the 1nvest LinkedIn page. You can also find the latest updates on 1nvest and ETFSA’s Twitter accounts. To view the winners of the SALTAs visit http://www.salta-awards.co.za/