THE SOUTH AFRICAN INDEX INVESTOR

“Greater rewards, lower costs”

INDEX PRODUCTS AND RELATED LINKS

 

DISCLAIMER

                 THE FOLLOWING INFORMATION IS NOT INTENDED AS INVESTMENT ADVICE,                            OR AN OFFICIAL ENDORSEMENT OF ANY PRODUCT.  PLEASE CONSULT A                                 REGISTERED FINANCIAL OR INVESTMENT ADVISOR.

                 THIS INFORMATION IS PUBLISHED WITH THE CONSENT OF THE  PRODUCT PROVIDERS LISTED HEREUNDER

 

Collective Investments (Unit Trusts)

Differ from ETFs in that prices are fixed only at the end of the trading day, as with any other collective fund, but otherwise very liquid.  Over the years some index funds have been developed by financial institutions, which are mostly designed to track the large cap shares. Some examples (low-cost options) are shown in the section below:  

 

Gryphon All Share Tracker:      A low-cost index fund that tracks the JSE All Share Index       

Kagiso Top 40 Tracker:            A low-cost index fund that tracks the top 40 shares listed on the JSE

Momentum Top 40 Index:         A low-cost index fund that tracks the top 40 shares listed on the JSE

Nedgroup Investments Core     A low-cost multi –asset class investment solution

SIM Index Fund:                        Tracks the top 40 shares listed on the JSE

SIM Dividend + Index:              Stocks weighted according highest expected dividend yields in the next12months

SIM EW Top40 Index:               Top 40 stocks equally weighted in an index

SIM RAFI 40:                             An index based on companies’ cash flow, sales, dividends and book value

Stanlib ALSI 40 Fund:               Tracks the top 40 shares listed on the JSE

Stanlib Index Fund:                    Tracks the JSE All Share Index

OM Top 40:               A low-cost fund that tracks the top 40 shares listed on the JSE

OM  RAFI™ 40:        An index based on companies’ cash flow, sales, dividends and book value