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THE SOUTH AFRICAN INDEX INVESTOR |
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“Greater rewards, lower costs” |
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INDEX PRODUCTS AND RELATED LINKS |
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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
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