Research Portal

Intellidex Reviews April 2019: International ETFs

/
The dim global outlook at the beginning of the year characterised by heightened China-US trade tensions and slowing growth looks like it is ...
Find out more >

Intellidex Reviews April 2019: Local ETFs

/
The first quarter of 2019 was somewhat contradictory. Concerns of a slowing global economy and trade tensions, which caused much ...
Find out more >

Intellidex Reviews March 2019: Other ETFs

/
Bonds and cash were star performers in 2018. This is because of their low-risk attributes: investors tend to gravitate to lower-risk asset ...
Find out more >

Intellidex Reviews March 2019: International ETFs

/
 Apart from a few declines in the local bond and property markets, most ETFs extended their new year rally during February as, ...
Find out more >

Intellidex Reviews March 2019: Local ETFs

/
 The value of an equally weighted portfolio of non-commodity JSE-listed ETFs climbed 4.26% during February, slightly ahead of Intellidex’s ...
Find out more >

JSE Power Hour, Tax-Free Investing by Just One Lap

/
With a new tax year having just kicked off, we thought it might be useful to share this recording from the team at Just One Lap, who ...
Find out more >

Intellidex Reviews for 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 ...
Find out more >

Intellidex Reviews for January 2019

/
2018 was marred by relatively high volatility and risk aversion in financial markets. Most equity markets – local and foreign – ended in ...
Find out more >

Intellidex Reviews for November 2018

/
The stock market pullback that started towards the end of September continued during October. An equally weighted portfolio of ...
Find out more >

Intellidex Reviews for 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 ...
Find out more >

Intellidex Reviews for 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 ...
Find out more >

Intellidex Reviews for 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 ...
Find out more >

#Easy ETFs broken down

/
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 ...
Find out more >

Intellidex Reviews for 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 ...
Find out more >

What influences exchange rates - Infographic

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

Intellidex Reviews for May 2018

/
April was a good month for ETF investors, particularly those invested in international funds. Local equities recouped most of the losses ...
Find out more >

Intellidex Reviews for April 2018

/
The local bourse retreated during March, taking direction from the global markets which were spooked by a looming trade war. JSE ...
Find out more >

Intellidex monthly review: 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 ...
Find out more >

Intellidex monthly review: 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 ...
Find out more >

Intellidex Reviews: Sygnia Itrix Top 40 & Swix 40

/
Sygnia is a relative newcomer to ETF market, launching its own versions of the most popular funds and taking on the established players by ...
Find out more >

“Politics-proofing your portfolio” M N Ingham

/
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 ...
Find out more >

Intellidex Reviews: Sygnia 4th Industrial Revolution ETF

/
Local investors now have a viable option to invest in the world’s most exciting global technology stocks that have the potential to ...
Find out more >

Intellidex Reviews: Sygnia Itrix S&P 500

/
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 ...
Find out more >

Intellidex Reviews: Ashburton Inflation ETF

/
The politically seismic events occurring in Zimbabwe serve as a strong reminder of the importance of protecting investments against ...
Find out more >

Intellidex on the Resource Sector

/
Performance review:  Resource shares have been stellar performers over the past two years. The general mining index, which is made up of ...
Find out more >

Intellidex's favourite funds for November

/
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 ...
Find out more >

Intellidex Reviews: Satrix INDI 25

/
Performance review: Industrial companies have been the best performers on the JSE over the 10 years to end-September. This has been the top ...
Find out more >

Intellidex Reviews: NewFunds S&P GIVI SA Industrial 25

/
We usually think of the JSE’s listed companies in terms of three main divisions: resources, industrials and financials. Industrials include ...
Find out more >

Intellidex Reviews: CoreShares S&P SA Low Volatility

/
The CoreShares S&P SA Low Volatility ETF aims to lower the risk of equity investments by investing in stocks with relatively low ...
Find out more >

Intellidex Reviews: Ashburton Quality 1200

/
The flurry of new ETF listings this year is not over. Financial engineering has gripped the world of investing as institutions try to set ...
Find out more >

Intellidex Reviews: ETF picks 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 ...
Find out more >

Intellidex Reviews: NewFunds S&P GIVI SA Financial 15

/
Although SA is known globally for its minerals, it is the financial sector that contributes more to its GDP, accounting for 22% last year ...
Find out more >

Intellidex Reviews: Satrix Quality SA ETF

/
After listing five ETFs earlier this year, Satrix is planning to list another – a smart beta ETF. Traditionally ETFs track their benchmark ...
Find out more >

Intellidex Reviews: NewFunds NewSA ETF

/
Social investing is gaining momentum globally as more and more people become conscious of “ethical” investing. Locally, we have two ETFs ...
Find out more >

Intellidex Reviews: NewFunds MAPPS Protect ETF

/
Performance review:  NewFunds MAPPS Protect has not been able to fulfil its promise of preserving the purchasing power of its investments. ...
Find out more >

Intellidex Reviews: NewFunds MAPPS Growth ETF Review

/
“Don’t put all your eggs in one basket” – an old rule of thumb that encapsulates the importance of diversifying your investments. Absa’s ...
Find out more >

Intellidex Reviews: NewFunds SWIX 40 ETF review

/
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 ...
Find out more >

Intellidex Reviews: NewFunds ILBI (inflation-linked bond index) ETF review

/
Protecting your money against inflation is crucial. An extreme example comes from Zimbabweans who retired between 2000 and 2009, and had ...
Find out more >

Intellidex Reviews: Sygnia MSCI US ETF

/
Investors in the db X-tracker ETFs are poised to get better rand returns from their investments as their new owner cuts costs. Sygnia ...
Find out more >

Intellidex Reviews: NewFunds Govi ETF

/
Bonds add something different to your portfolio, and that alone is a good reason to hold them. Bonds have a very different risk return ...
Find out more >

Intellidex Reviews: NewFunds Equity Momentum ETF

/
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 ...
Find out more >

Initial public offer: Satrix S&P 500 ETF

/
Satrix, the first provider of ETFs in SA, has recently launched three new ETFs. The initial public offers for these closed yesterday, but ...
Find out more >

Initial public offer: Satrix MSCI World ETF

/
Although Satrix has the oldest index tracking ETF in SA, it has seen the market become more competitive over time, with many newer, often ...
Find out more >

Initial public offer: Satrix MSCI Emerging Markets ETF

/
As competition for the growing market of indexed products intensifies, Satrix, SA’s oldest ETF provider, is stepping up its game. After ...
Find out more >

ETF Strategy 3: Core-Satellite Strategy

/
Intellidex and EasyEquities teamed up to run a series of articles explaining how retail investors can use ETFs as part of their broader ...
Find out more >

Intellidex Reviews: ETF strategy 2: Portfolio completion

/
Intellidex and EasyEquities teamed up to run a series of articles explaining how retail investors can use ETFs as part of their broader ...
Find out more >

Intellidex Reviews: Using ETFs to allocate your portfolio across assets

/
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 ...
Find out more >

Intellidex Reviews: Ashburton MidCap ETF

/
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 ...
Find out more >

Intellidex Reviews: Krugerrand Custodial Certificates ETF

/
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 ...
Find out more >

Intellidex Reviews: NewFunds TRACI 3-Month ETF

/
Performance review This low risk fund outperformed equities during the period after the JSE had a difficult year. The fund invests in money ...
Find out more >

Intellidex Reviews: CoreShares Top50 ETF

/
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 ...
Find out more >

Intellidex top ETF picks for May 2017

/
This week we update our list of favourite exchange traded funds (ETFs), taking into account both the performance of investment markets and ...
Find out more >

Intellidex Reviews: Satrix Swix 40 Index Fund ETF

/
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 ...
Find out more >

Intellidex Reviews: Cloud Atlas AMI Big50 ex-SA ETF

/
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 ...
Find out more >

Intellidex reviews: Satrix Top 40 Index Fund

/
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 ...
Find out more >

Intellidex reviews: CoreShares PrefTrax

/
ETF ANALYSIS Performance review Preference shares listed on the JSE have enjoyed a solid performance over the past two years. The ...
Find out more >

Intellidex top ETF picks for April 2017

/
We review the list of Intellidex’s favourite exchange traded funds (ETFs), taking into account market developments during the month of ...
Find out more >

Intellidex reviews: STANLIB SA Property ETF

/
ETF ANALYSIS Performance review SA property has been the best-performing asset over the past decade, thanks largely to the low interest ...
Find out more >

Intellidex reviews: NewFunds S&P GIVI South Africa Top 50

/
ETF ANALYSIS Performance review This ETF follows smart beta construction criteria, using alternative index construction rules instead of ...
Find out more >

Intellidex reviews: Satrix Property ETF

/
ETF ANALYSIS Background: Exchange traded funds (ETFs) Exchange Traded Funds (ETFs) are passively managed investment funds that track the ...
Find out more >

Intellidex top ETF picks for March 2017

/
  Every month Intellidex updates the list of its preferred Exchange Traded Funds (ETFs) based on economic developments as well as new ...
Find out more >

Intellidex reviews: Satrix ILBI ETF

/
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 ...
Find out more >

Intellidex reviews: NewFunds Shari'ah Top 40 Index Fund

/
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 ...
Find out more >

Intellidex reviews: US Dollar Custodial Certificates ETF

/
ETF ANALYSIS US Dollar Custodial Certificates (DCC) South Africans now have a facility to invest directly in US treasuries through a new ...
Find out more >

Intellidex reviews: NewFunds Swix 40 ETF

/
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 ...
Find out more >

Intellidex reviews: Stanlib 40 ETF

/
  ETF ANALYSIS Stanlib 40 ETF Suitability This week we review the Stanlib Top 40 ETF, which gives exposure to the 40 biggest companies ...
Find out more >

Intellidex reviews: db x-trackers (now Sygnia) Euro Stoxx 50 Index ETF

/
ETF ANALYSIS db x-trackers Euro Stoxx 50 Index ETF Performance review This ETF is popular for its rand hedge properties which were ...
Find out more >

Intellidex top ETF picks for Jan 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 ...
Find out more >

Intellidex reviews: MSCI World Index ETF (Now Sygnia)

/
Performance Review The db x-tracker ETFs have traditionally derived the bulk of their returns from foreign exchange rate gains. The db ...
Find out more >

Intellidex reviews: db x-trackers USA Index ETF (Now Sygnia)

/
Performance Review International ETFs have proven to be popular among South African investors since Deutsche Bank introduced the first ...
Find out more >

Intellidex top ETF picks for Dec 2016

/
Each month Intellidex picks its preferred funds from each of six broad classes of investment strategies. Beginning last month, we expanded ...
Find out more >

Intellidex reviews: Ashburton Top 40 ETF

/
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 ...
Find out more >

Intellidex reviews: CoreShares S&P Global Property ETF

/
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 ...
Find out more >

Intellidex reviews: CoreShares S&P 500

/
Two new exchange-traded funds launched recently offer South African investors new ways to access global markets. CoreShares, owned by ...
Find out more >

Intellidex top ETF picks for Nov 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 ...
Find out more >

Intellidex reviews: NewFunds Swix 40 ETF

/
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 ...
Find out more >

Intellidex reviews: CORESHARES PropTrax SAPY

/
Performance review   SA property has been one of the best-performing sectors over the past decade thanks largely to the low interest rate ...
Find out more >

Intellidex reviews: db X-tracker (now Sygnia) MSCI World Index ETF

/
  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 ...
Find out more >

Recap of Intellidex's Recommended ETFs

/
ETF ANALYSIS The five exchange-traded funds (ETFs) that Intellidex recommended in May as the best in their categories have performed well ...
Find out more >

Fini Who? The Satrix Fini ETF!

/
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 ...
Find out more >

A look at another of the JSE’s large-cap tracking funds, the Satrix Swix 40 ETF

/
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 ...
Find out more >

ETF Tuesday: exposure to the 40 biggest companies listed on the JSE

/
  Suitability:  There are a number of funds which give exposure to the 40 biggest companies listed on the JSE. They represent at least 80% ...
Find out more >

Stanlib SA Property ETF: Exposure to SA’s commercial property market

/
  Suitability: This is one of three listed exchange-traded funds which provides exposure to SA’s commercial property market. Investors can ...
Find out more >

Do you own the Satrix 40 ETF?

/
  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 ...
Find out more >

Do you have a medium- to long-term investment horizon?

/
  Suitability:  The CoreShares Top50 ETF is ideal for investors with a medium- to long-term investment horizon and can be used as part of ...
Find out more >

ETF Tuesday: The resources sector

/
  Satrix Resi Suitability:  Satrix Resi is a specialist fund that invests in companies in the resources sector, including mining and oil & ...
Find out more >

ETF Tuesday: Tracking listed property???

/
  CORESHARES PropTrax Ten Suitability: This Grindrod-managed ETF is suitable for investors seeking a steady flow of income from property ...
Find out more >

Dividend focused ETFs

/
  ETF ANALYSIS Suitability: CoreShares DiviTrax is a dividend focused ETF. It will suit investors looking for quarterly cash payments while ...
Find out more >

What is your investment horizon? Medium to long term?

/
  Suitability:  The NewFunds Swix 40 ETF is ideal for investors with a medium- to long-term investment horizon. This fund invests in the 40 ...
Find out more >

A guide to asset allocation!!

/
  ETF ANALYSIS A guide to asset allocation This week we delve into a different area of portfolio management: asset allocation and how you ...
Find out more >

A multi-asset fund designed to troubleshoot...

/
NewFunds MAPPS Protect ETF Suitability:  This ETF is a multi-asset fund designed to troubleshoot asset allocation challenges. We discussed ...
Find out more >

INFLATION? What do ETFs have to say?

/
  NewFunds ILBI (inflation-linked bond index) ETF Suitability:  Bond ETFs are a good way of introducing bonds to your portfolio. Asset ...
Find out more >

Some investors today are investing not only with their heads but also with their hearts!

/
ETF ANALYSIS NewFunds Shari’ah Top 40 Suitability:  Some investors today are investing not only with their heads but also with their ...
Find out more >

Did you know that ETFs allow you to invest ethically??

/
  ETF ANALYSIS NewSA ETF Suitability:  Did you know that ETFs allow you to pursue an ethical investment strategy? Social investing is ...
Find out more >

ETF Tuesday: Building blocks??

/
Satrix RAFI 40 Index Fund ETF ANALYSIS Exchange-traded funds are the building blocks of a tax-free savings account (TFSA). This month we ...
Find out more >

ETF Tuesday: Your Top 40 Hits!

/
Satrix RAFI 40 Index Fund Suitability: Most listed ETFs use some form of market capitalisation weighting to populate constituents. This ...
Find out more >

ETF Tuesday: Db x-tracker (now Sygnia) FTSE 100 Index ETF

/
 
Find out more >
More Blog Posts
SEARCH ALL RESEARCH