EE Research Portal

Intellidex Reviews for February 2019

11 February 2019 /

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

29 January 2019 /

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

21 November 2018 /

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

24 October 2018 /

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

13 August 2018 /

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

13 July 2018 /

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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#Easy ETFs broken down

6 July 2018 /

With 73 ETFs available on the JSE, all in different shapes and sizes it may feel tricky choosing which one is right one for you. With this ...

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Intellidex Reviews for June 2018

21 June 2018 /

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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What influences exchange rates - Infographic

20 June 2018 /

The 6 Factors That Influence Exchange Rates To quote the film Wall Street: "Money never sleeps", this rings true in the currency exchange ...

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Intellidex Reviews for May 2018

17 May 2018 /

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

26 April 2018 /

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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What we're investing in this month: TeamEasy on their TFSAs Apr 18

12 April 2018 /

Carly Barnes, Waylon Smit, Standwa Nongauza and and special East London guest Jono Bruton chat about why the ETFs in their Tax Free Savings ...

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Intellidex monthly review: March 2018

15 March 2018 /

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

23 February 2018 /

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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What we're investing in this month: TeamEasy on their TFSAs Jan 18

29 January 2018 /

Carly Barnes, Waylon Smit, Shaun Keeling and special guest Martin Harris chat about the Exchange Traded Funds, baskets and bundles they are ...

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Intellidex Reviews: Sygnia Itrix Top 40 & Swix 40

19 December 2017 /

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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“Politics-proofing your portfolio” M N Ingham

13 December 2017 /

The 54th ANC national conference runs from the 16th to the 20th of December. A new ANC president is to be elected. The difference between ...

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Intellidex Reviews: Sygnia 4th Industrial Revolution ETF

12 December 2017 /

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

28 November 2017 /

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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What we're investing in this month: TeamEasy on their TFSAs Nov 17

27 November 2017 /

Standwa Nongauza, Waylon Smit, Shaun Keeling and Carly Barnes chat about the Exchange Traded Funds (ETFs), baskets and bundles they are ...

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Intellidex Reviews: Ashburton Inflation ETF

21 November 2017 /

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

14 November 2017 /

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

7 November 2017 /

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

31 October 2017 /

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

24 October 2017 /

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

16 October 2017 /

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

10 October 2017 /

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

3 October 2017 /

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

26 September 2017 /

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

19 September 2017 /

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

12 September 2017 /

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

5 September 2017 /

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

29 August 2017 /

“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

22 August 2017 /

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

15 August 2017 /

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

8 August 2017 /

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

1 August 2017 /

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

25 July 2017 /

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

18 July 2017 /

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

10 July 2017 /

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

4 July 2017 /

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

27 June 2017 /

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

20 June 2017 /

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

13 June 2017 /

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

6 June 2017 /

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

30 May 2017 /

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

23 May 2017 /

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

16 May 2017 /

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

9 May 2017 /

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

2 May 2017 /

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

24 April 2017 /

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

19 April 2017 /

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

12 April 2017 /

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

4 April 2017 /

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

28 March 2017 /

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

20 March 2017 /

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

14 March 2017 /

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

8 March 2017 /

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

28 February 2017 /

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

21 February 2017 /

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

14 February 2017 /

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

7 February 2017 /

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

31 January 2017 /

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

24 January 2017 /

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

17 January 2017 /

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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1200 x 644 Research Portal ETF Tues header

Intellidex reviews: MSCI World Index ETF (Now Sygnia)

3 January 2017 /

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)

13 December 2016 /

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

7 December 2016 /

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

29 November 2016 /

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

22 November 2016 /

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

21 November 2016 /

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

8 November 2016 /

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

1 November 2016 /

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

18 October 2016 /

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

4 October 2016 /

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

4 October 2016 /

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!

20 September 2016 /

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

13 September 2016 /

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

6 September 2016 /

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

30 August 2016 /

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?

23 August 2016 /

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?

16 August 2016 /

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

10 August 2016 /

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???

2 August 2016 /

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

26 July 2016 /

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?

19 July 2016 /

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!!

12 July 2016 /

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...

12 July 2016 /

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?

12 July 2016 /

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!

15 June 2016 /

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??

7 June 2016 /

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??

31 May 2016 /

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!

24 May 2016 /

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

17 May 2016 /

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

10 May 2016 /

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

3 May 2016 /

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

26 April 2016 /

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

19 April 2016 /

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

12 April 2016 /

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

5 April 2016 /

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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