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 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 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 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 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 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 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 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 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 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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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: 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: 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 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 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 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 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: 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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