Research Portal

Intellidex Reviews March 2020: ETF Picks

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Every month the investment gurus at Intellidex scan through the markets to deliver their selection of locally-listed Exchange Traded Funds. ...
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Intellidex Reviews March 2020: in the news

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Each month, the investment gurus at Intellidex give us insights on the markets as well as the Exchange Traded Funds they like in a bid to ...
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Intellidex 2019 reviews: Cloud Atlas AMI Big50 ex-SA ETF

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Catch this insight by Intellidex on the Cloud Atlas AMI Big50 ex-SA ETF. The AMI Big50 ex-SA ETF tracks the AMI Big50 ex-SA Index, which is ...
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Feels like the Daytona 500

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The local and international markets are moving faster than a stock car at the Indianapolis 500, and it looks like we are not making a pit ...
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The Budget Blows Up!

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The 2020 Budget Speech Result "Winning takes patience, prudence and perseverance. As Saint Paul tells us we must run in such a way that we ...
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How to Vaccinate your portfolio

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It's only the second month of 2020, and the world has already averted a nuclear world war, and now we are at odds with a world epidemic ...
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ETFs, friend or foe?

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Exchange Traded Funds (ETFs) Friend or foe? You decide, but there is no ignoring the fact that Exchange Traded Funds (ETFs) have become the ...
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Intellidex Reviews February 2020: Local ETFs

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Energy and mining dominate this note by Intellidex, albeit on different ends of the sentiment spectrum. From politics, the Rand, and the ...
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Intellidex Reviews February 2020: International ETFs

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Everybody is talking about it, so it only makes sense that coronavirus would have a dramatic effect on international markets. Despite the ...
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Intellidex Reviews February 2020: Other ETFs

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In this note, our Exchange Traded Notes provider highlights the international and local events that have driven the performance of ...
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Intellidex 2019 reviews: Ashburton Top 40 ETF

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Catch this insight by Intellidex on the South African equity market. This note is on the Ashburton Top 40 ETF, there are a few ETFs ...
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Intellidex 2019 reviews: 1nvest Top 40 ETF

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Catch this insight by Intellidex on the South African equity market. This note is on the 1nvest Top 40 ETF, formerly the Stanlib Top 40 ...
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Intellidex 2019 reviews: NewFunds MAPPS Growth

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Catch this insight by Intellidex on the NewFunds MAPPS Growth ETF. The NewFunds MAPPS Growth ETF mimics the total return performance of ...
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Intellidex 2019 reviews: Satrix Emerging Markets ETF

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Catch this insight by Intellidex on the Satrix MSCI Emerging Markets ETF.The Satrix MSCI Emerging Markets ETF is one of a kind on the JSE, ...
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Intellidex 2019 reviews: Satrix Top 40 ETF

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Catch this insight by Intellidex on the South African equity market. This note is on the Satrix Top 40 ETF, one of the oldest and most ...
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Intellidex 2019 reviews: NewFunds Low Volatility ETF

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Catch this insight by Intellidex on the NewFunds Low Volatility ETF  The NewFunds Low Volatility ETF was designed specifically to cushion ...
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Intellidex 2019 reviews: NewFunds GOVI ETF

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Catch this insight by Intellidex on the NewFunds GOVI ETF  The NewFunds GOVI ETF aims to capture the returns of all sovereign bonds issued ...
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Intellidex 2019 reviews: Satrix Capped INDI ETF

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Catch this insight by Intellidex on the Satrix Capped INDI ETF.The Satrix Capped INDI ETF exposes the investor to industrial stocks, one of ...
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Intellidex 2019 reviews: NewFunds Equity Momentum ETF

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Catch this insight by Intellidex on the NewFunds Equity Momentum ETF.  The NewFunds Equity Momentum ETF aims to pick stocks that have ...
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Intellidex 2019 reviews: NewFunds MAPPS Protect ETF

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Catch this insight by Intellidex on the NewFunds MAPPS Protect ETF. The NewFunds MAPPS Protect ETF mimics the total return performance of ...
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Intellidex 2019 reviews: Satrix FINI ETF

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Catch this insight by Intellidex on the Satrix FINI ETF.The Satrix FINI ETF equity is an aggressive fund suitable for investors seeking ...
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Intellidex 2019 reviews: Krugerrands Custodial Certificates

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Catch this insight by Intellidex on the Krugerrands Custodial Certificates. It is one of only three listed gold ETFs, but Krugerrand CC’s ...
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Intellidex 2019 reviews: Sygnia ITRIX Top 40 ETF

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Catch this insight by Intellidex on the South African equity market. This note is on the Sygnia Itrix Top 40 ETF. There are a few ETFs ...
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Intellidex 2019 reviews: Satrix Property ETF

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Catch this insight by Intellidex on the The Satrix Property ETF is in Intellidex's view it is the best option for investors seeking ...
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Intellidex 2019 reviews: Sygnia Itrix Eurostoxx 50 ETF

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Catch this insight by Intellidex on the Sygnia Itrix Eurostoxx 50 ETF.The Sygnia/Itrix Eurostoxx 50 ETF is the only ETF on the JSE which ...
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Intellidex 2019 reviews: Sygnia Itrix S&P 500 Index Feeder ETF

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Catch this insight by Intellidex on one of the most sought after markets in the world the S&P 500, tracking the largest 500 companies in ...
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Intellidex 2019 reviews: Satrix ILBI ETF

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Catch this insight by Intellidex on the Satrix Inflation-Linked Bond (ILBI) ETF.Inflation-linked bonds are valuable for investors seeking ...
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Intellidex 2019 reviews:CoreShares S&P 500 ETF

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Catch this insight by Intellidex on the CoreShares S&P 500 ETF. The CoreShares S&P 500 ETF is one five ETFs on the JSE that provide access ...
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Intellidex 2019 reviews: The Stanlib S&P 500 Index Feeder (now 1nvest S&P 500 index Feeder)

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Catch this insight by Intellidex on the Stanlib S&P 500 Index Feeder. The Stanlib S&P 500 feeder ETF tracks the S&P 500 index, which ...
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Intellidex 2019 reviews: CoreShares S&P Global Dividend Aristocrats

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Catch this insight by Intellidex on the CoreShares S&P Global Dividend Aristocrats. The CoreShares S&P Global Dividend Aristocrat ETF ...
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Intellidex Reviews November 2019: Other ETFs

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This is our last note of the year and global equities look set to close on a high if sentiment remains upbeat – but we think markets are ...
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Intellidex Reviews November 2019: International ETFs

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Global markets seemed to respond positively to the news of de-escalating US-China trade war, with Emerging Markets themed, and Tech-based ...
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Intellidex Reviews November 2019: Local ETFs

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In the final local ETF monthly review of the year by Intellidex, the research team highlights market events, the domestic economic outlook, ...
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Intellidex 2019 reviews: Stanlib SA Property ETF (Now 1nvest SA Property ETF)

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Catch this insight by Intellidex on the Stanlib SA Property ETF. The Stanlib SA Property ETF tracks the SA Listed Property Index (Sapy), ...
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Intellidex 2019 reviews: Satrix S&P 500 ETF

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Catch this insight by Intellidex on the Satrix S&P 500 Feeder ETF. The Satrix S&P 500 Feeder ETF is suitable for investors seeking exposure ...
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Intellidex Reviews October 2019: Other ETFs

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In the month of September we saw the markets remain subdued. After resource-themed ETFs had solid returns around the mid-year mark, we have ...
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Intellidex October 2019 International ETF review

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September was characterised by a global investor rotation from havens to riskier asset classes. This saw equities bouncing back from a soft ...
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Intellidex Reviews October 2019: Local ETFs

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The JSE all share gained marginally as gains from industrials, health care, consumer services and financials offset declines from ...
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Intellidex 2019 reviews: Sygnia Itrix 4th Industrial Revolution ETF

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Catch this insight by Intellidex on one of the most exciting ETF themes available in local markets. Tracking stocks and instruments leading ...
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Intellidex 2019 reviews: NewFunds Inflation-Linked Bond (ILB) ETF

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Check out the latest research note on info on ETFs from leading research house Intellidex. EasyEquities is the only place where you will ...
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Intellidex 2019 reviews: Sygnia-Itrix Global Property ETF

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Catch this insight by Intellidex on the Sygnia-Itrix global property ETF. The Sygnia-Itrix global property ETF tracks the S&P Global ...
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Intellidex 2019 reviews: CoreShares Top 50 ETF

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Catch this insight by Intellidex on the South African equity market. This note is on the CoreShares Top 50 ETF. This ETF should be ...
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Intellidex 2019 reviews: NewFunds S&P GIVI SA Top 50 ETF

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This ETF’s biggest differentiator is that it selects and weights its constituents based on their value based on fundamental factors. It ...
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Intellidex Reviews August 2019: Other ETFs

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Various empirical studies show that the bulk of equity returns stem from diversification among broad asset classes rather than from ...
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Intellidex 2019 reviews: NewFunds Swix 40 ETF

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The NewFunds Swix 40 ETF is a market capitalisation weighted fund based that considers only the JSE register, resulting in dual-listed ...
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Intellidex 2019 reviews: NewFunds Shari'ah Top 40 ETF

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Catch this insight by Intellidex on the NewFunds Shari’ah Top 40 ETF. The NewFunds Shari’ah Top 40 ETF  uses an ethical investment ...
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Intellidex 2019 reviews: Sygnia-Itrix Swix Top 40 ETF

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Catch this insight by Intellidex on the Sygnia Itrix Swix 40 ETF. The Sygnia Itrix Swix 40 ETF tracks the FTSE/JSE Swix 40 Index by ...
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Intellidex August 2019 International ETF review

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Growth in international markets slowed as US-China trade tensions escalated and fears of global economic slowdown increased. However, most ...
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Intellidex 2019 reviews: CoreShares PrefTrax

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A preference share is a hybrid instrument possessing features of both common shares and debt. When it has convertibility features, (it is ...
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Intellidex Reviews August 2019: Local ETFs

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Financial markets were subdued in July. The equally weighted portfolio of JSE-listed ETFs shed 0.8% while the Intellidex portfolio gained a ...
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Intellidex 2019 ETF Reviews: Ashburton Global 1200 ETF

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Among its JSE peers, the Ashburton Global 1200 ETF is the most extensive in terms of geographical coverage because it includes a portion of ...
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Intellidex 2019 ETF Reviews: Satrix Quality SA ETF

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The Satrix Quality SA ETF ticks most of the boxes on our check list for a good ETF – low cost, sound investment philosophy, ...
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Intellidex Reviews July 2019: Other ETFs

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As a rule of thumb, we like ETFs that follow a watertight investment philosophy. They should also be tax smart, which means they should ...
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Intellidex July 2019 International ETF review

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International equity markets were impressive in June from the lows of May. The S&P500 index rose 6.9% with other international indices ...
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Intellidex Reviews July 2019: Local ETFs

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Following May’s dismal returns, June’s curtain call saw resource stocks reminding us of their yester-year dominance of the JSE, pulling the ...
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Intellidex 2019 reviews: Satrix SWIX Top 40 ETF

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Check out the latest research note on info on ETFs from leading research house Intellidex. EasyEquities is the only place where you will ...
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Intellidex Reviews May 2019: Other ETFs

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In April the all-share index rose 3.66%, propelled by local retailers (up 10.01%) and banks (up 6.82%) on the back of an anticipated ANC ...
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Intellidex Reviews May 2019: International ETFs

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US President Donald Trump raised the ante on trade talks with China, turning the global markets into their gloomiest state for months. For ...
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Intellidex Reviews May 2019: Local ETFs

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We delayed releasing this note because of two important events which took place last week: the South African elections and the outcome of ...
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Intellidex Reviews April 2019: Other ETFs

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The JSE all share index edged up 0.8% in March driven by the rand hedges and large caps (+1.2%). Sentiment towards SA stocks remains ...
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Intellidex Reviews April 2019: International ETFs

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The dim global outlook at the beginning of the year characterised by heightened China-US trade tensions and slowing growth looks like it is ...
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Intellidex Reviews April 2019: Local ETFs

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The first quarter of 2019 was somewhat contradictory. Concerns of a slowing global economy and trade tensions, which caused much ...
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Intellidex Reviews March 2019: Other ETFs

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Bonds and cash were star performers in 2018. This is because of their low-risk attributes: investors tend to gravitate to lower-risk asset ...
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Intellidex March 2019 International ETF review

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Apart from a few declines in the local bond and property markets, most ETFs extended their new year rally during February as, ...
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Intellidex March 2019 local ETF review

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 The value of an equally weighted portfolio of non-commodity JSE-listed ETFs climbed 4.26% during February, slightly ahead of Intellidex’s ...
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JSE Power Hour, Tax-Free Investing by Just One Lap

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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 ...
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Intellidex ETF Review 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 ETF 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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#Easy ETFs broken down

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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

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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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What influences exchange rates - Infographic

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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

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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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“Politics-proofing your portfolio” M N Ingham

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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

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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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