ETFs and ETNs now give access to all the major asset classes, both here and abroad. Accordingly, portfolios can be constructed using such listed ETPs as the building blocks for mandates covering various risk parameters, as well as defined objectives for growth in capital, income generation, or regular disbursements.

The fact that ETPs give direct and non-subjective access to a specific asset class or investment type and style, in an index tracking format, makes them ideal for meeting medium-to-long term strategic asset allocation mandates. The full transparency, unlimited liquidity because of market makers, low costs and regulatory protection because of their listing on major global exchange, with guaranteed custodian and depository systems, has led to a major swing to ETF dominated portfolios as a first choice for many retail and institutional investors.

Seeking passive investment portfolios as an alternative or supplement for actively managed multi-asset portfolios is now an established investment strategy.

etfSA.co.za is at the forefront in bringing such managed ETP portfolios to the South African investor.

Brochures on the services provided for investments in SA and offshore are shown below.