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Posts by Intellidex

Intellidex Reviews for February 2019

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We’ve seen an upbeat start to the year for global markets which warmed to the US Federal Reserve’s sentiments of a more accommodative ...
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Intellidex Reviews for January 2019

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2018 was marred by relatively high volatility and risk aversion in financial markets. Most equity markets – local and foreign – ended in ...
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Intellidex Reviews for November 2018

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The stock market pullback that started towards the end of September continued during October. An equally weighted portfolio of ...
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Intellidex Reviews for October 2018

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In September JSE-listed ETFs gave up gains made in the prior month. An equally weighted portfolio of non-commodity JSE-listed ETFs lost ...
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Intellidex Reviews for August 2018

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ETFs remained largely flat in July with an equally weighted portfolio of the 64 ETFs that we cover marginally losing 0.43%. However, the ...
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Intellidex Reviews for July 2018

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June was largely a decent month for ETFs. The rand, which weakened 7.8% against the dollar and 6.8% against the euro, fuelled a strong ...
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Intellidex Reviews for June 2018

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ETFs struggled during May with an equally weighted portfolio of the 60 ETFs that reported returns losing 2.32%. Local-asset ETFs performed ...
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Intellidex Reviews for May 2018

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April was a good month for ETF investors, particularly those invested in international funds. Local equities recouped most of the losses ...
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Intellidex Reviews for April 2018

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The local bourse retreated during March, taking direction from the global markets which were spooked by a looming trade war. JSE ...
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Intellidex monthly review: March 2018

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  Welcome to the first ETF Monthly Review, a neat monthly update of market news affecting ETFs, as well as a set of favourite funds chosen ...
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Intellidex monthly review: February 2018

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  Welcome to the first ETF Monthly Review, a neat monthly update of market news affecting ETFs, as well as a set of favourite funds chosen ...
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Intellidex Reviews: Sygnia Itrix Top 40 & Swix 40

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Sygnia is a relative newcomer to ETF market, launching its own versions of the most popular funds and taking on the established players by ...
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Intellidex Reviews: Sygnia 4th Industrial Revolution ETF

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Local investors now have a viable option to invest in the world’s most exciting global technology stocks that have the potential to ...
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Intellidex Reviews: Sygnia Itrix S&P 500

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Sygnia introduced four new ETFs to the JSE at the end of last month: Itrix S&P 500; Itrix Global Property ETF; Itrix SWIX 40 ETF; and ...
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Intellidex Reviews: Ashburton Inflation ETF

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The politically seismic events occurring in Zimbabwe serve as a strong reminder of the importance of protecting investments against ...
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Intellidex on the Resource Sector

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Performance review:  Resource shares have been stellar performers over the past two years. The general mining index, which is made up of ...
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Intellidex's favourite funds for November

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Each month Intellidex updates a list of ETFs, from a pool of 57 listed on the JSE, that it considers the best on offer across several asset ...
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Intellidex Reviews: Satrix INDI 25

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Performance review: Industrial companies have been the best performers on the JSE over the 10 years to end-September. This has been the top ...
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Intellidex Reviews: NewFunds S&P GIVI SA Industrial 25

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We usually think of the JSE’s listed companies in terms of three main divisions: resources, industrials and financials. Industrials include ...
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Intellidex Reviews: CoreShares S&P SA Low Volatility

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The CoreShares S&P SA Low Volatility ETF aims to lower the risk of equity investments by investing in stocks with relatively low ...
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Intellidex Reviews: Ashburton Quality 1200

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The flurry of new ETF listings this year is not over. Financial engineering has gripped the world of investing as institutions try to set ...
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Intellidex Reviews: ETF picks October 2017

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Fund managers are taking the exchange traded funds (ETF) market more seriously. A raft of new ETFs have been listed on the JSE since the ...
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Intellidex Reviews: NewFunds S&P GIVI SA Financial 15

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Although SA is known globally for its minerals, it is the financial sector that contributes more to its GDP, accounting for 22% last year ...
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Intellidex Reviews: Satrix Quality SA ETF

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After listing five ETFs earlier this year, Satrix is planning to list another – a smart beta ETF. Traditionally ETFs track their benchmark ...
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Intellidex Reviews: NewFunds NewSA ETF

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Social investing is gaining momentum globally as more and more people become conscious of “ethical” investing. Locally, we have two ETFs ...
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Intellidex Reviews: NewFunds MAPPS Protect ETF

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Performance review:  NewFunds MAPPS Protect has not been able to fulfil its promise of preserving the purchasing power of its investments. ...
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Intellidex Reviews: NewFunds MAPPS Growth ETF Review

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“Don’t put all your eggs in one basket” – an old rule of thumb that encapsulates the importance of diversifying your investments. Absa’s ...
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Intellidex Reviews: NewFunds SWIX 40 ETF review

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The NewFunds Swix 40 and other funds that track SA’s major equity indices have been under pressure over the past three years. This is ...
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Intellidex Reviews: NewFunds ILBI (inflation-linked bond index) ETF review

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Protecting your money against inflation is crucial. An extreme example comes from Zimbabweans who retired between 2000 and 2009, and had ...
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Intellidex Reviews: Sygnia MSCI US ETF

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Investors in the db X-tracker ETFs are poised to get better rand returns from their investments as their new owner cuts costs. Sygnia ...
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Intellidex Reviews: NewFunds Govi ETF

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Bonds add something different to your portfolio, and that alone is a good reason to hold them. Bonds have a very different risk return ...
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Intellidex Reviews: NewFunds Equity Momentum ETF

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Since our review of this fund in March last year, it has changed its name and benchmark index to NewFunds Risk-Controlled WITS SA-Momentum ...
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Initial public offer: Satrix S&P 500 ETF

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Satrix, the first provider of ETFs in SA, has recently launched three new ETFs. The initial public offers for these closed yesterday, but ...
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Initial public offer: Satrix MSCI World ETF

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Although Satrix has the oldest index tracking ETF in SA, it has seen the market become more competitive over time, with many newer, often ...
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Initial public offer: Satrix MSCI Emerging Markets ETF

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As competition for the growing market of indexed products intensifies, Satrix, SA’s oldest ETF provider, is stepping up its game. After ...
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ETF Strategy 3: Core-Satellite Strategy

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Intellidex and EasyEquities teamed up to run a series of articles explaining how retail investors can use ETFs as part of their broader ...
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Intellidex Reviews: ETF strategy 2: Portfolio completion

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Intellidex and EasyEquities teamed up to run a series of articles explaining how retail investors can use ETFs as part of their broader ...
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Intellidex Reviews: Using ETFs to allocate your portfolio across assets

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ETFs are not just a useful investment on their own. They are also good instruments to use to build a diverse investment portfolio. In our ...
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Intellidex Reviews: Ashburton MidCap ETF

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Only R7.4bn, equivalent to less than 1% of assets in retail unit trusts and ETFs, is invested in mid- and small-cap funds, statistics from ...
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Intellidex Reviews: Krugerrand Custodial Certificates ETF

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This week we diverge from our usual TFSA-compliant ETFs to look into an unusual ETF that invests only in Krugerrands. Because it invests in ...
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Intellidex Reviews: NewFunds TRACI 3-Month ETF

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Performance review This low risk fund outperformed equities during the period after the JSE had a difficult year. The fund invests in money ...
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Intellidex Reviews: CoreShares Top50 ETF

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Performance review The CoreShares Top50 ETF has delivered returns of 5.7% for the 12 months to end-February. This is a good turnaround from ...
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Intellidex top ETF picks for May 2017

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This week we update our list of favourite exchange traded funds (ETFs), taking into account both the performance of investment markets and ...
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Intellidex Reviews: Satrix Swix 40 Index Fund ETF

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Performance review After a string of losing months, April has turned out to be very positive for the Swix 40, ensuring it ends the month ...
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Intellidex Reviews: Cloud Atlas AMI Big50 ex-SA ETF

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This new fund presents the first opportunity to invest in African markets, excluding SA, through an ETF. The AMI Big50 ex-SA ETF is offered ...
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Intellidex reviews: Satrix Top 40 Index Fund

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ETF ANALYSIS Satrix Top 40 Index Fund Performance review The JSE all share index has moved sideways for more than two years and the Satrix ...
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Intellidex reviews: CoreShares PrefTrax

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ETF ANALYSIS Performance review Preference shares listed on the JSE have enjoyed a solid performance over the past two years. The ...
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Intellidex top ETF picks for April 2017

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We review the list of Intellidex’s favourite exchange traded funds (ETFs), taking into account market developments during the month of ...
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Intellidex reviews: STANLIB SA Property ETF

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ETF ANALYSIS Performance review SA property has been the best-performing asset over the past decade, thanks largely to the low interest ...
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Intellidex reviews: NewFunds S&P GIVI South Africa Top 50

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ETF ANALYSIS Performance review This ETF follows smart beta construction criteria, using alternative index construction rules instead of ...
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Intellidex reviews: Satrix Property ETF

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ETF ANALYSIS Background: Exchange traded funds (ETFs) Exchange Traded Funds (ETFs) are passively managed investment funds that track the ...
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Intellidex top ETF picks for March 2017

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  Every month Intellidex updates the list of its preferred Exchange Traded Funds (ETFs) based on economic developments as well as new ...
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Intellidex reviews: Satrix ILBI ETF

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ETF ANALYSIS Satrix ILBI ETF The Satrix Ilbi is a new addition to SA’s ETF market, showing that it continues to gain momentum. Three new ...
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Intellidex reviews: NewFunds Shari'ah Top 40 Index Fund

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ETF ANALYSIS NewFunds Shari'ah Top 40 Index Fund Performance review The Shari’ah Top 40 ETF had a good year relative to other funds that ...
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Intellidex reviews: US Dollar Custodial Certificates ETF

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ETF ANALYSIS US Dollar Custodial Certificates (DCC) South Africans now have a facility to invest directly in US treasuries through a new ...
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Intellidex reviews: NewFunds Swix 40 ETF

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ETF ANALYSIS NewFunds Swix 40 ETF Suitability  After looking at the Stanlib 40 ETF last week, this week we focus on the NewFunds Swix 40 ...
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Intellidex reviews: Stanlib 40 ETF

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  ETF ANALYSIS Stanlib 40 ETF Suitability This week we review the Stanlib Top 40 ETF, which gives exposure to the 40 biggest companies ...
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Intellidex reviews: db x-trackers (now Sygnia) Euro Stoxx 50 Index ETF

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ETF ANALYSIS db x-trackers Euro Stoxx 50 Index ETF Performance review This ETF is popular for its rand hedge properties which were ...
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Intellidex top ETF picks for Jan 2017

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2016 was a bad year for ETF investors as all the major indices failed to produce decent returns. The top 40, one the most popular indices ...
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Intellidex reviews: MSCI World Index ETF (Now Sygnia)

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Performance Review The db x-tracker ETFs have traditionally derived the bulk of their returns from foreign exchange rate gains. The db ...
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Intellidex reviews: db x-trackers USA Index ETF (Now Sygnia)

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Performance Review International ETFs have proven to be popular among South African investors since Deutsche Bank introduced the first ...
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Intellidex top ETF picks for Dec 2016

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Each month Intellidex picks its preferred funds from each of six broad classes of investment strategies. Beginning last month, we expanded ...
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Intellidex reviews: Ashburton Top 40 ETF

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Performance review It is a year since we last reviewed this ETF. And it has been a bad year for investors in it thanks to its exposure to ...
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Intellidex reviews: CoreShares S&P Global Property ETF

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This week we look at the second of the two ETFs launched recently which offer South African investors an alternative to the DB x trackers ...
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Intellidex reviews: CoreShares S&P 500

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Two new exchange-traded funds launched recently offer South African investors new ways to access global markets. CoreShares, owned by ...
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Intellidex top ETF picks for Nov 2016

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The five exchange-traded funds (ETFs) that Intellidex chooses as its picks each month are usually the best funds available in each of five ...
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Intellidex reviews: NewFunds Swix 40 ETF

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Performance review   The NewFunds Swix 40 ETF was our pick among the top 40 funds last year when we identified our favourite ETFs in each ...
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Intellidex reviews: CORESHARES PropTrax SAPY

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Performance review   SA property has been one of the best-performing sectors over the past decade thanks largely to the low interest rate ...
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Intellidex reviews: db X-tracker (now Sygnia) MSCI World Index ETF

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  Performance review: The past 12 months haven’t been rosy for the db X-tracker MSCI World Index ETF (db X-World) and other international ...
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Recap of Intellidex's Recommended ETFs

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ETF ANALYSIS The five exchange-traded funds (ETFs) that Intellidex recommended in May as the best in their categories have performed well ...
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Fini Who? The Satrix Fini ETF!

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Suitability: Satrix Fini is one of two ETFs listed on the JSE that invests all its funds only in the financial services sector. We strongly ...
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A look at another of the JSE’s large-cap tracking funds, the Satrix Swix 40 ETF

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Suitability:  This week we take a look at another of the JSE’s large-cap tracking funds, the Satrix Swix 40 ETF. The fund is ideal for ...
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ETF Tuesday: exposure to the 40 biggest companies listed on the JSE

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  Suitability:  There are a number of funds which give exposure to the 40 biggest companies listed on the JSE. They represent at least 80% ...
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Stanlib SA Property ETF: Exposure to SA’s commercial property market

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  Suitability: This is one of three listed exchange-traded funds which provides exposure to SA’s commercial property market. Investors can ...
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Do you own the Satrix 40 ETF?

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  Suitability:  The Satrix 40 ETF is ideal for investors with a medium- to long-term investment horizon and can be used as part of a core ...
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Do you have a medium- to long-term investment horizon?

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  Suitability:  The CoreShares Top50 ETF is ideal for investors with a medium- to long-term investment horizon and can be used as part of ...
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ETF Tuesday: The resources sector

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  Satrix Resi Suitability:  Satrix Resi is a specialist fund that invests in companies in the resources sector, including mining and oil & ...
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ETF Tuesday: Tracking listed property???

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  CORESHARES PropTrax Ten Suitability: This Grindrod-managed ETF is suitable for investors seeking a steady flow of income from property ...
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Dividend focused ETFs

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  ETF ANALYSIS Suitability: CoreShares DiviTrax is a dividend focused ETF. It will suit investors looking for quarterly cash payments while ...
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What is your investment horizon? Medium to long term?

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  Suitability:  The NewFunds Swix 40 ETF is ideal for investors with a medium- to long-term investment horizon. This fund invests in the 40 ...
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A guide to asset allocation!!

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  ETF ANALYSIS A guide to asset allocation This week we delve into a different area of portfolio management: asset allocation and how you ...
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A multi-asset fund designed to troubleshoot...

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NewFunds MAPPS Protect ETF Suitability:  This ETF is a multi-asset fund designed to troubleshoot asset allocation challenges. We discussed ...
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INFLATION? What do ETFs have to say?

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  NewFunds ILBI (inflation-linked bond index) ETF Suitability:  Bond ETFs are a good way of introducing bonds to your portfolio. Asset ...
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Some investors today are investing not only with their heads but also with their hearts!

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ETF ANALYSIS NewFunds Shari’ah Top 40 Suitability:  Some investors today are investing not only with their heads but also with their ...
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Did you know that ETFs allow you to invest ethically??

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  ETF ANALYSIS NewSA ETF Suitability:  Did you know that ETFs allow you to pursue an ethical investment strategy? Social investing is ...
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ETF Tuesday: Building blocks??

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Satrix RAFI 40 Index Fund ETF ANALYSIS Exchange-traded funds are the building blocks of a tax-free savings account (TFSA). This month we ...
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ETF Tuesday: Your Top 40 Hits!

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Satrix RAFI 40 Index Fund Suitability: Most listed ETFs use some form of market capitalisation weighting to populate constituents. This ...
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ETF Tuesday: Db x-tracker (now Sygnia) FTSE 100 Index ETF

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ETF Tuesday: Db x-tracker (now Sygnia) MSCI Japan Index ETF

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Suitability: Foreign exposure is an important way to achieve diversity in your investment portfolio. This is the second of a series of ...
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ETF Tuesday: Db x-tracker (now Sygnia) MSCI USA Index ETF

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Suitability:  Foreign investment has always been popular among South African investors. It provides a good way to diversify a portfolio, ...
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Intellidex Reviews: CoreShares S&P South Africa Low Volatility

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Suitability: The best feature of shares can also be its worst: they are risky. That’s good if you can take on risk, because the probability ...
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Intellidex Reviews: NewFunds S&P GIVI SA TOP 50

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Suitability: In our last three ETF notes we looked at specialist funds that invest in the three main subsectors of the JSE: financials, ...
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Intellidex Reviews: NewFunds S&P GIVI SA Industrial 25

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Suitability: This is the third and final post in our series on specialist funds that invest in the three main subsectors of the JSE: ...
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Intellidex Reviews: NewFunds S&P GIVI SA Resource 15

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Suitability:  This week we look at the resources sector as the second in our series of specialist funds that invest in the three main ...
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Intellidex Reviews: NewFunds S&P GIVI SA Financial 15

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In this note we consider one of the specialist financials ETFs, NewFunds S&P GIVI SA Financial 15 (by Absa). It is one of two ETFs listed ...
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Which of the 40-odd available funds are best to invest in?

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You already know ETFs are the best possible investment strategy because they marry diversification with low cost. But which of the 40-odd ...
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Intellidex Reviews: NewFunds MAPPS Protect ETF

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Suitability:  If you are close to retirement or prefer a more stable investment than pure equity funds, this ETF provides a good option. It ...
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Intellidex Reviews: NewFunds Equity Momentum ETF

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Suitability: The fund utilises share price momentum, which refers to the trajectory of share prices on the JSE. It invests in the JSE’s 40 ...
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Intellidex Reviews: NewFunds TRACI 3 Month ETF

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Who it suits:  This ETF is a low risk cash-based investment portfolio. It would suit investors who want to avoid the risks typically ...
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Intellidex Reviews: db x-trackers Euro Stoxx 50 Index ETF (Now Sygnia)

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