Satrix JSE Global Equity ETF March 2024
Satrix has launched an ETF that provides higher exposure to foreign companies that are dual-listed (shares that are listed on more than one stock exchange). Satrix JSE Global Equity ETF (JSE code: STXJGE) listed on the JSE on the 12th March 2024. By: etfSA Research
Click here to read more   [420kb]
 
 
February 2024: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 7 March 2024
The Monthly Index Tracking Performance Survey for the period ended 29 February 2024. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
Launch of another global ETF on the JSE February 2024
The Satrix MSCI ACWI Feeder ETF (JSE code: STXACW) listed on the JSE on the 22nd February 2024. The Satrix MSCI ACWI ETF tracks the MSCI ACWI Index by investing in the iShares MSCI ACWI ETF. By: etfSA Research
Click here to read more   [657kb]
 
 
January 2024: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 7 February 2024
The Monthly Index Tracking Performance Survey for the period ended 31 January 2024. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 29 December 2023 16 January 2024
The total market capitalisation of the ETP industry in South Africa, as at end-December 2023, amounted to R165,4 billion, an increase of 28% on the market capitalisation at the end of 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [883kb]
 
 
December 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Index Tracking Unit Trusts January 2024
The latest Monthly Performance Survey of index tracking and actively managed ETPs, plus index tracking unit trusts. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
November 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Index Tracking Unit Trusts December 2023
The latest Monthly Performance Survey of index tracking and actively managed ETPs, plus index tracking unit trusts. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
Satrix Quality SA Changes December 2023
Satrix seeks best index design to capture 'Quality' and 'Intrinsic value' stocks. By: etfSA Research
Click here to read more   [657kb]
 
 
October 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Index Tracking Unit Trusts November 2023
The latest Monthly Performance Survey of index tracking and actively managed ETPs, plus index tracking unit trusts. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
September 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Index Tracking Unit Trusts October 2023
The latest Monthly Performance Survey of index tracking and actively managed ETPs, plus index tracking unit trusts. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
Insights: The Exchange Traded Product (ETP) Landscape October 2023
The South African Exchange Traded Product (ETP) landscape has changed over the past decade and continues to evolve. Prior to the year 2022, all we were familiar with was Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). By: etfSA Research
Click here to read more   [657kb]
 
 
Sygnia Itrix FANG.AI Actively Managed ETF October 2023
A well-known unit trust fund is now available in the form of an Actively Managed ETF, as a listed instrument on the JSE. The Sygnia Itrix FANG.AI Actively Managed ETF (SYFANG), listed on the JSE on the 29th of September 2023. By: etfSA Research
Click here to read more   [657kb]
 
 
August 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Index Tracking Unit Trusts 05 September 2023
The latest Monthly Performance Survey of index tracking and actively managed ETPs, plus index tracking unit trusts. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
Financial emigration vs. Tax emigration August 2023
Prior to the changes implemented on the 1st of March 2021, formal or financial emigration was the only way used to emigrate and was the official process by which individuals could wrap up their financial affairs in South Africa. By: etfSA Research
Click here to read more   [121kb]
 
 
CoreShares All Asia Actively Managed ETF August 2023
Following on from the CoreShares Income Actively Managed ETF (INCOME), another exciting Actively Managed ETF that listed on the JSE, is the CoreShares All Asia Actively Managed ETF (APACXJ), which listed on the 31st July 2023. By: etfSA Research
Click here to read more   [657kb]
 
 
July 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 4 August 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 31 July 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 30 June 2023 14 June 2023

The total market capitalisation of all ETPs listed on the JSE (which includes ETFs, ETNs, AMCs and AMETFs) amounted to R158,5 billion at the end of the second quarter of 2023.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [881kb]
 
 
Reitway Global Property Diversified & ESG Prescient ETF July 2023
Two new Reitway global property ETFs (Exchange Traded Funds) have been locally listed. The Reitway Global Property Diversified Prescient ETF (JSE code: RWDVF), and the Reitway Global Property ESG Prescient ETF (JSE code: RWESG) listed on the JSE on the 5th of June 2023. By: etfSA Research
Click here to read more   [432kb]
 
 
June 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 6 July 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 30 June 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
CoreShares Yield Selected Bond ETF June 2023
A familiar, yet different ETF listed on 31 May 2023. The CoreShares Preference Share ETF (PREFTX) has been re-mandated to become the CoreShares Yield Selected Bond ETF (JSE code: CSYSB), effective 31 May 2023. By: etfSA Research
Click here to read more   [432kb]
 
 
May 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 5 June 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 31 May 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [588kb]
 
 
CoreShares Income AMETF May 2023
The very first Actively Managed ETF (AMETF) listed on the 18th of May 2023. The CoreShares Income AMETF (JSE code: INCOME) is one of the first ETFs to be listed as actively managed. By: etfSA Research
Click here to read more   [625kb]
 
 
High Street Offshore Yielding Portfolio May 2023
The Standard Bank AMC002 is linked to the High Street Offshore Yielding Portfolio as the reference portfolio (JSE code: AMC002), with Standard Bank as the issuer. By: etfSA Research
Click here to read more   [625kb]
 
 
April 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 5 April 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 28 April 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 31 March 2023 17 April 2023

The total market capitalisation of the ETP products, listed on the JSE (which includes ETFs, ETNs and AMCs) rose to R142,8 billion at the end of the first quarter of 2023. This was an increase of 10,4% on the total market capitalisation of the ETP industry, at the end of 2022.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [881kb]
 
 
March 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 5 April 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 31 March 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
GIM Liquid Private Credit Portfolio 3 April 2023
The GIM Liquid Private Credit Portfolio (JSE code: GIMPLC) listed on the JSE on the 31st of October 2022. By: etfSA Research
Click here to read more   [555kb]
 
 
March 2023: State of the Exchange Traded Product (ETP) Industry in Africa 29 March 2023
Address to Africa ETF Investment Conference 2023 By: Mike Brown,
Managing Director, etfSA
Click here to view the webinar
Click here for tables and appendix
  [555kb]
 
 
February 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 7 March 2023
The Monthly Performance Survey for JSE listed Exchange Traded Products, both passive and actively managed, as well as index tracking unit trusts, for the period ended 28 February 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
January 2023: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 7 February 2023
The Monthly Index Tracking Performance Survey for the period ended 31 January 2023. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 31 December 2022 11 January 2023

The total market capitalisation of all Exchange Traded Products (which include ETFs, ETNs and AMCs), at the end of 2022, amounted to R129 310 million. This constituted a drop of some 5% on the value of the ETP industry, at the end of 2021. The decline in the total size of the exchange traded product industry last year, was the first such drop in the total value of the securities listed by ETP issuers, since 2018.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 30 September 2022 11 October 2022

The total market capitalisation of all Exchange Traded Products (both ETFs and ETNs), listed on the JSE, at end of September 2022, amounted to R124 803,6 million. This constituted a slight improvement on the market cap figures at end June 2022, but still signifies a fall of 8,3% on the R136 049 million total market cap at the end of 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
December 2022: Monthly etfSA.co.za South African Exchange Traded Product (ETP) and Unit Trust Index Tracking Performance Survey 5 January 2023
The Monthly Index Tracking Performance Survey for the period ended 31 December 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
November 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 December 2022
The Monthly Index Tracking Performance Survey for the period ended 30 November 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
October 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 November 2022
The Monthly Index Tracking Performance Survey for the period ended 31 October 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
Sygnia Itrix Sustainable Economy ETF (SYGSE) October 2022
An exciting Sustainability ETF has listed on the JSE: the Sygnia Itrix Sustainable Economy ETF (SYGSE). By: etfSA Research
Click here to read more   [691kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 30 September 2022 11 October 2022

The total market capitalisation of all Exchange Traded Products (both ETFs and ETNs), listed on the JSE, at end of September 2022, amounted to R124 803,6 million. This constituted a slight improvement on the market cap figures at end June 2022, but still signifies a fall of 8,3% on the R136 049 million total market cap at the end of 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
September 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 October 2022
The Monthly Index Tracking Performance Survey for the period ended 30 September 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
1nvest ICE US Treasury Short Bond Index Feeder ETF September 2022
The 1nvest ICE US Treasury Short Bond Index Feeder ETF (ETFUSD) listed on the JSE on 8th of September 2022. By: etfSA Research
Click here to read more   [691kb]
 
 
August 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 September 2022
The Monthly Index Tracking Performance Survey for the period ended 31 August 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
1nvest MSCI EM Asia Feeder ETF August 2022
Another exciting Emerging Market ETF has listed on the JSE: the 1nvest MSCI Emerging Market Asia Feeder ETF (ETFEMA). By: etfSA Research
Click here to read more   [691kb]
 
 
July 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 8 August 2022
The Monthly Index Tracking Performance Survey for the period ended 30 July 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
1nvest MSCI World SRI ETF (ETFSRI) August 2022
The 1nvest MSCI World Socially Responsible Investment Index Feeder ETF (JSE Code: ETFSRI) listed on the JSE at the end of July. By: etfSA Research
Click here to read more   [708kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 30 June 2022 15 July 2022

The total market capitalisation of all ETFs and ETNs, listed on the JSE, at the end of June 2022, amounted to R122 567,7 million, a fall of R13 482 million, or 9,9%, on the market capitalisation of the ETP industry, at the end of 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
Inflation-Linked Bond ETFs July 2022
Inflation-Linked Bond ETFs & How They Could Come In Handy During Turbulent Times By: etfSA Research
Click here to read more   [1MB]
 
 
Satrix Smart City Infrastructure ETF July 2022
The Satrix Smart City Infrastructure Feeder ETF ( JSE Code: STXCTY) is the second Infrastructure-based ETF to list on the JSE. By: etfSA Research
Click here to read more   [708kb]
 
 
June 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 July 2022
The Monthly Index Tracking Performance Survey for the period ended 30 June 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
May 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 June 2022
The Monthly Index Tracking Performance Survey for the period ended 31 May 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [555kb]
 
 
Satrix Healthcare Innovation Feeder ETF May 2022
The Satrix Healthcare Innovation Feeder ETF ( JSE Code: STXHLT) is the second Healthcare ETF to list on the JSE. By: etfSA Research
Click here to read more   [522kb]
 
 
April 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 May 2022
The Monthly Index Tracking Performance Survey for the period ended 29 April 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
Sygnia Itrix New China Sectors ETF April 2022
The Sygnia Itrix New China Sectors ETF (JSE Code: SYGCN) provides sector specific exposure to China. By: etfSA Research
Click here to read more   [522kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 31 March 2022 12 April 2022

The total market capitalisation of all ETFs and ETNs, listed on the JSE, at the end of March 2022, amounted to R130 479,9 million, a drop of R5 569 million, or 4,1%, on the market capitalisation of the ETF industry at the end of 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
March 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 April 2022
The Monthly Index Tracking Performance Survey for the period ended 31 March 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
BHP Group Unification & Impact on FTSE/JSE Indices March 2022
BHP is one of the world’s leading resources companies and has been one of the highest weighted companies listed on the FTSE/JSE indices. By: etfSA Research
Click here to read more   [608kb]
 
 
February 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 7 March 2022
The Monthly Index Tracking Performance Survey for the period ended 28 February 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
Launch of New ETF on the JSE February 2022
Great news on the emerging market front: the Satrix MSCI India Feeder ETF will list on the Johannesburg Stock Exchange at the
end of February 2022.
By: etfSA Research
Click here to read more   [608kb]
 
 
January 2022: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 February 2022
The Monthly Index Tracking Performance Survey for the period ended 31 January 2022. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
December 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 January 2022
The Monthly Index Tracking Performance Survey for the period ended 31 December 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
November 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 December 2021
The Monthly Index Tracking Performance Survey for the period ended 30 November 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
October 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 November 2021
The Monthly Index Tracking Performance Survey for the period ended 31 October 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 30 September 2021 15 October 2021
Market Capitalisation
The competition to be the largest issuing company for ETPs in South Africa continued over the past quarter. Satrix Managers, who recently overtook Absa Capital (NewFunds, NewWave, NewGold) as the top issuing house, measured by assets under management (AUM), retained this position in the third quarter of 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
September 2021: Monthly etfSA.co.za South African ETF, ETN and Unit TrustIndex Tracking Performance Survey 6 October 2021
The Monthly Index Tracking Performance Survey for the period ended 30 September 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
August 2021: Monthly etfSA.co.za South African ETF, ETN and Unit TrustIndex Tracking Performance Survey 3 September 2021
The Monthly Index Tracking Performance Survey for the period ended 31 August 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
Launch of New ETNs on the JSE 16 August 2021
Six new Exchange Traded Notes (ETNs) issued by First National Bank, will list on the Johannesburg Stock Exchange on Tuesday, 17 August ETNs are like ETFs in that they trade on a stock exchange and track an underlying asset, however an ETN is a senior, unsecured debt security issued by a bank As with any other debt security, an investor is subject to the credit risk of the bank issuer. By: etfSA Research
Click here to read more   [608kb]
 
 
July 2021: Monthly etfSA.co.za South African ETF, ETN and Unit TrustIndex Tracking Performance Survey 4 August 2021
The Monthly Index Tracking Performance Survey for the period ended 31 July 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
Launch of two new ETFs on the JSE July 2021
Two exciting products will belisted in early August on the Johannesburg Stock Exchange. Both of these fall into the category of "thematic ETFs" which seek to track indices that provide exposure to mega-trends or themes that are likely to dominate the global economy for some years to come.  By: etfSA Research
Click here to read more   [954kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 30 June 2021 14 July 2021
Market Capitalisation
The total market capitalisation of the entire South Africa ETF and ETN industry rose from R119,7 billion at the end of March 2021 to R124,5 billion at the end of June 2021.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
July 2021: Standard Bank Commodity ETNs - Update 13 July 2021
Click here to read more   [154kb]
 
 
June 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 July 2021
The Monthly Index Tracking Performance Survey for the period ended 30 June 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
May 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 June 2021
The Monthly Index Tracking Performance Survey for the period ended 31 May 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
April 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 May 2021
The Monthly Index Tracking Performance Survey for the period ended 30 April 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31st March 2021 16 April 2021
Market Capitalisation
The total market capitalisation of all ETFs/ETNs, listed on the JSE, rose from R111,0 billion at the end of 2020 to R119,7 billion at the end of first quarter of 2021. This is an appreciation of 7,8%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
March 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 7 April 2021
The Monthly Index Tracking Performance Survey for the period ended 31 March 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
February 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 March 2021
The Monthly Index Tracking Performance Survey for the period ended 26 February 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
February 2021: ETF Tax Free Investment Accounts Client Newsletter 5 February 2021
The current tax year (2020/2021) is drawing to a close. Remember that, under Section 12T of the Income Tax Act, each individual South African is allowed to invest up to R36 000 per year in a tax free investment account. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [973kb]
 
 
January 2021: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 February 2021
The Monthly Performance Survey for the period ended 29 January 2021. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31st December 2020 14 January 2021
Market Capitalisation
The total market capitalisation of all ETFs/ETNs, listed on the JSE, rose from R100,8 billion at the end of 2019 to R111,0 billion as at 31 December 2020, an increase of 10,1%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
December 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 7 January 2021
The total Performance Survey for the period ended 31 December 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
November 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 December 2020
The total Performance Survey for the period ended 30 November 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
November 2020: 20 Years of Exchange Traded Funds in South Africa 30 November 2020
The past week has seen the celebration of twenty years of ETFs being listed in South Africa. Satrix 40 ETF, the first such fund was listed on 27 November 2020.

Mike Brown, who was one of the team that launched Satrix 40 on the JSE in 2000, has written a concise history of the industry over the past twenty years, highlighting the key events and landmarks over this period, plus providing his thoughts on the future of the industry.

If you wish to access this 20-year history, this can be done as follows:

  • Presentation webinar on the 20-Year History – Webinar: click here
  • Electronic Copy of the 20-Year History, click here
  • Printed copy of the 20-Year History: please contact us and will send to you, or else, collect from the etfSA.co.za offices, Houghton Place, 51 West Street, Houghton Estate, Johannesburg
By: Mike Brown,
Managing Director, etfSA
 
 
October 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 9 November 2020
The total Performance Survey for the period ended 31 October 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry – as at 30th September 2020 14 October 2020
Market Capitalisation
The total market capitalisation of all ETFs/ETNs, listed on the JSE, has risen from R100,8 billion at the end of 2019 to R112,9 billion as at 30 September 2020, an increase of 12,0%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
September 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 8 October 2020
The total Performance Survey for the period ended 30 September 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
August 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 September 2020
The total Performance Survey for the period ended 31 August 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
July 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 August 2020
The total Performance Survey for the period ended 31 July 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 30th June 2020 22 July 2020
Market Capitalisation
The total market capitalisation of all ETFs/ETNs, listed on the JSE, has risen from R100,8 billion at the end of 2019 to R106,8 billion as at 30 June 2020, an increase of 5,8%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
July 2020: Delisting of Standard Bank Exchange Traded Notes (ETNs) 21 July 2020

Standard Bank have announced that they are terminating the listing of certain of their ETNs currently listed on the JSE.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [443kb]
 
 
June 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 7 July 2020
The total Performance Survey for the period ended 30 June 2020. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
June 2020: New SATRIX MSCI China ETF 2 July 2020

Satrix Managers have announced the listing of a new product on the JSE, the Satrix MSCI China ETF. An IPO process commenced on Wednesday 1 July 2020. The IPO will close on Wednesday 15 July 2020 and the ETF securities are expected to be listed on the JSE on Wednesday 22 July 2020.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [544kb]
 
 
May 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 June 2020
The Performance Survey for the period ended 29 May 2020, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
April 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 11 May 2020
The Performance Survey for the period ended 30 April 2020, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31st March 2020 28 April 2020
Market Capitalisation
Having reached over R100 billion at the end of 2019, the total market capitalisation (size) of the Exchange Traded Funds (ETFS) and Exchange Traded Notes (ETNs), listed on the JSE, fell to R91,7 billion as the end of March 2020, a decline of 9%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
March 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 8 April 2020
The Performance Survey for the period ended 31 March 2020, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [608kb]
 
 
March 2020: Coronavirus / Covid-19 17 March 2020

Investment strategies during times of market crises

By: Nerina Visser, Director, ETF Strategist and Financial Adviser
Click here to read more   [609kb]
 
 
February 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 March 2020

The Performance Survey for the period ended 28 February 2020, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
January 2020: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 February 2020

The Performance Survey for the period ended 31 January 2020, is attached. The Survey measures total investment returns for all 95 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31 December 2019 13 January 2020
Market Capitalisation
The total market capitalisation of the all Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs), listed on the JSE, rose to over R100 billion by the end of 2019. This amounted to an increase of 29,6% in the total value of listed ETPs at the end of 2018.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
Note on delisting of ETFs and ETNs - January 2020 7 January 2020
There have been a spate of announcements recently by issuers of Exchange Traded Products concerning the delisting of certain products. Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs) are open-ended portfolios listed on a Stock Exchange and new units can be listed or redeemed at any time, or the product can be fully delisted at any stage, according to the Rules of the Exchange. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [408kb]
 
 
December 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 January 2020

The Performance Survey for the period ended 31 December 2019, is attached. The Survey measures total investment returns for all 95 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
November 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 November 2019

The Performance Survey for the period ended 29 November 2019, is attached. The Survey measures total investment returns for all 100 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
October 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 7 November 2019

The Performance Survey for the period ended 31 October 2019, is attached. The Survey measures total investment returns for all 100 JSE listed ETFs/ETNs, and 36 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 30 September 2019 14 October 2019
Market Capitalisation
The market capitalisation of the total SA Exchange Traded Products industry continued to rise strongly in the third quarter of 2019. It now amounts to R99,3 billion, an increase of 27,6% on the total value of the ETP industry at the end of 2018.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [954kb]
 
 
September 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 4 October 2019

The Performance Survey for the period ended 30 September 2019, is attached. The Survey measures total investment returns for all 104 JSE listed ETFs/ETNs, and 40 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [609kb]
 
 
August 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 September 2019

The Performance Survey for the period ended 30 August 2019, is attached. The Survey measures total investment returns for all 104 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
July 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 August 2019

The Performance Survey for the period ended 31 July 2019, is attached. The Survey measures total investment returns for all 104 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. 

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 30 June 2019 10 July 2019
Market Capitalisation
At the end-June 2019, the total market capitalisation of all the listed Exchange Traded Products in South Africa amounted to R91,3 billion. This implies a substantial increase from the total market capitalisation of R77,8 billion at the end of 2018, a rise of 17,4%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [715kb]
 
 
June 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 3 June 2019

The Performance Survey for the period ended 28 June 2019, is attached. The Survey measures total investment returns for all 94 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years.

By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
April 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 6 May 2019
The Performance Survey for the period ended 30 April 2019, is attached. The Survey measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31 March 2019 29 April 2019
Market Capitalisation
At the end of March 2019, the total market capitalisation of all ETFs and ETNs, listed on the JSE, amounted to R89,4 billion. This is a significantly sharp increase on the total market capitalisation of R77,8 billion at the end 2018, a rise of 14,9%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [872kb]
 
 
March 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 2 April 2019
The Performance Survey for the period ended 29 March 2019  measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
February 2019: Monthly etfSA.co.za South African ETF, ETN and Unit Trust Index Tracking Performance Survey 5 March 2019
The Performance Survey for the period ended 31 January 2019 measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
Index Tracking ETFs Continue to Dominate South Africa’s Investment Performance Surveys Over Multiple Time Periods 11 Feb 2019
The publication of the latest Collective Investment Schemes Quarterly Performance Survey (ASISA/Profile Data, 31/12/2018), serves to emphasise, yet again, the fact that passive ETFs continue to come out as the top South African investment product performers in many time periods. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [307kb]
 
 
January 2019: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 5 Feb 2019
The Performance Survey for the period ended 31 January 2019 measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31 December 2018 15 Jan 2019
Market Capitalisation
At the end of December 2018, the total market capitalisation of all ETFs and ETNs, listed on the JSE, amounted to R77,8 billion. This is a drop of 8,5% on the market capitalisation of the ETP industry at the end of 2017.
Most of the change in market capitalisation took place in the final quarter of 2018. The total market cap dropping from R83,9 billion in September 2018 to R77,8 billion at the end of December.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [739kb]
 
 
December: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 4 Jan 2019
The Performance Survey for the period ended 31 December 2018 measures total investment returns for all 93 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [514kb]
 
 
November: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 4 Dec 2018
The Performance Survey for the period ended 30 November 2018 measures total investment returns for all 90 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [509kb]
 
 
October: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 9 Nov 2018
The Performance Survey for the period ended 31 October 2018 measures total investment returns for all 90 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [511kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 28 September 2018 17 Oct 2018
Market Capitalisation
As at the end of September 2018, the market capitalisation of all ETFs and ETNs, listed on the JSE, totalled R83.9 billion. This was a slight decline on the market capitalisation of R85 billion at the end of 2017, a drop of 1.3%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [673kb]
 
 
September 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 3 Oct 2018
The Performance Survey for the period ended 28 September 2018 measures total investment returns for all 90 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [511kb]
 
 
August 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 7 Sep 2018
The Performance Survey for the period ended 31 August 2018 measures total investment returns for all 90 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [509kb]
 
July 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 8 Aug 2018
The Performance Survey for the period ended 31 July 2018 measures total investment returns for all 92 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [510kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 29 June 2018 11 Jul 2018
Market Capitalisation
As at the end of June 2018, the total market capitalisation of all ETFs and ETNs, listed on the JSE, totalled R84.1 billion. This was a slight decline on the market capitalisation of R85 billion at the end of 2017, a drop of 1.1%.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [553kb]
 
 
June 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 3 Jul 2018
The Performance Survey for the period ended 29 June 2018 measures total investment returns for all 92 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [511kb]
 
 
South African Listed Tracker Funds Awards “SALTA” 13 Jun 2018
INAUGURAL AWARDS CEREMONY HELD AT THE JSE - 13 JUNE 2018
The organisers of SALTA are pleased to announce the winners of the inaugural awards to the issuers of JSE listed South African Exchange Traded Funds (ETFs) for exceptional achievements. The three largest issuers of ETFs in South Africa dominated the awards, namely Absa (NewFunds) winning 4 SALTA awards; Satrix Managers 3 awards, and Sygnia Itrix 3 awards.
Click here to read more
 
 
May 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 5 Jun 2018
The Performance Survey for the period ended 31 May 2018 measures total investment returns for all 92 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [509kb]
 
 
April 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 7 May 2018
The Performance Survey for the period ended 30 April 2018 measures total investment returns for all 92 JSE listed ETFs/ETNs, and 39 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [143kb]
 
 
80 Percent of Active Investment Managers Continue to Underperform Their Benchmark Index 24 Apr 2018
Latest data from the end-March 2018 Quarterly Collective Investment Schemes Performance Survey, shows that, on average, 80% or more of general equity unit trusts and other collective investment schemes (ETFs), fail to produce total investment returns above the FTSE/JSE All Share Index.
Furthermore, of the funds that did outperform the index, increasingly such index beating returns were produced by index tracking products, rather than typical active stock selecting asset managers.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [108kb]
 
 
The Continued Top Performance by Index Tracking Funds 17 Apr 2018
We have pointed out in previous articles, the outstanding record of passive index tracking collective investment schemes, in delivering comparable total return investment performance to actively managed unit trusts, over multiple time periods.
As the appended investment return top five table shows, index tracking ETFs and unit trusts appear regularly in the top five performers of all 1300 collective investment schemes in South Africa. Index tracking passive investment strategies, obviously do not mean accepting lower investment returns, as these products more than compete with the best performing funds in the South African industry.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [87kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 29 March 2018 10 Apr 2018
Market Capitalisation
The Market Capitalisation of all Exchange Traded Products, listed on the JSE, was R80,2 billion at the end of the first quarter of 2018. This is a fall of some R5 billion, or 5,7%, on the market capitalisation of the ETP industry at the end of 2017.
The drop in total market capitalisation was largely function of the general decline in the SA equity markets over the first quarter of this year.
However, some significant redemptions in commodity based ETPs took place over the past 3 months – the Absa Bank commodity ETFs redeemed over R2,2 billion and the Standard Bank commodity ETPs R882 million in capital over this period.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [135kb]
 
 
March 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 6 Apr 2018
The Performance Survey for the period ended 29 March 2018 measures total investment returns for all 83 JSE listed ETFs/ETNs, and 29 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [143kb]
 
 
February 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 12 Mar 2018
The Performance Survey for the period ended 28 February 2018 measures total investment returns for all 83 JSE listed ETFs/ETNs, and 29 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [139kb]
 
 
January 2018: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 7 Feb 2018
The Performance Survey for the period ended 31 January 2018 measures total investment returns for all 83 JSE listed ETFs/ETNs, and 29 index tracking unit trusts for periods of one month to ten years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [140kb]
 
 
State of the South African Exchange Traded Product (ETP) Industry as at 31 December 2017 11 Jan 2018
Market Capitalisation
The total market capitalisation of the 82 ETFs/ETNs, listed on the JSE, as at 31 December 2017, was R85 billion. This constituted an increase of 14,7% on the market capitalisation of all ETPs, at the end of 2016.
Following 3 years of relative stagnation, between 2014 and 2016, when the total market capitalisation of the ETPs listed on the JSE, remained pegged below R80 billion, the rise in the size of the industry in 2017 was most encouraging. The number of ETPs in issue also rose from 73 at the end of 2016 to 82 at the end of 2017.
By: Mike Brown,
Managing Director, etfSA
Click here to read more   [111kb]
 
 
December: Monthly etfSA.co.za South African ETF, ETN & Unit Trust Index Tracking Performance Survey 4 Jan 2018
The Performance Survey for the period ended 29 December 2017 measures total investment returns for all 71 JSE listed ETFs/ETNs, and 29 index tracking unit trusts for periods of one month to 10 years. By: Mike Brown,
Managing Director, etfSA
Click here to read more   [144kb]
 
 
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