Managed ETF portfolios
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Some of the benefits
Cost efficiency
Less expensive than investing in actively managed funds and a cost-effective way to gain exposure to a diversified securities portfolio
Diversification
Exchange-traded funds (ETFs) give you access to a wide range of investment options across asset classes, sectors and geographies
Flexibility
Like shares, ETFs provide investors with the flexibility to trade at any time during market hours
Transparency
They are transparent in their
objective to deliver a reference
asset(s) or index result.
What you get
- Access to ETFs listed on the Johannesburg stock exchange (JSE) and international stock exchanges
- Get a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges
- Invest in a mix of shares, bonds, property, commodities and cash
- Access to a wide array of investment options, across asset classes, sectors and geographies
- Long-term capital growth
- Ability to comply with the investment limits governing retirement funds
Download brochure for more ETFs information
How it works
The following portfolios are available:
Global Equity USD ETF portfolio
The Global Equity USD ETF portfolio is an actively managed portfolio in which investment is made into ETFs listed on international stock exchanges. The selection of ETFs in the portfolio will favour diversified global equity exposure.
Global Balanced USD ETF portfolio
The Global Balanced USD ETF portfolio seeks to provide a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges. The portfolio can invest in a mix of shares, bonds, property, commodities and cash.
Global Equity ZAR ETF portfolio
The Global Equity ZAR ETF portfolio is an actively managed portfolio in which investments are made into the ETFs listed on the Johannesburg Stock Exchange (JSE). The selection of ETFs in the portfolio favours diversified global equity exposure.
Domestic Balanced ETF portfolio
The Domestic Balanced ETF portfolio is an actively managed portfolio in which investments are made into ETFs listed on the Johannesburg Stock Exchange (JSE). Unlike the Global Equity ZAR ETF portfolio, the Domestic Balanced ETF portfolio can invest in a mix of shares, bonds, property, commodities and cash. The portfolio is managed to comply with the investment limits governing retirement funds.
Global Equity USD ETF portfolio
The Global Equity USD ETF portfolio is an actively managed portfolio in which investment is made into ETFs listed on international stock exchanges. The selection of ETFs in the portfolio will favour diversified global equity exposure.
Global Balanced USD ETF portfolio
The Global Balanced USD ETF portfolio seeks to provide a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges. The portfolio can invest in a mix of shares, bonds, property, commodities and cash.
Global Equity ZAR ETF portfolio
The Global Equity ZAR ETF portfolio is an actively managed portfolio in which investments are made into the ETFs listed on the Johannesburg Stock Exchange (JSE). The selection of ETFs in the portfolio favours diversified global equity exposure.
Domestic Balanced ETF portfolio
The Domestic Balanced ETF portfolio is an actively managed portfolio in which investments are made into ETFs listed on the Johannesburg Stock Exchange (JSE). Unlike the Global Equity ZAR ETF portfolio, the Domestic Balanced ETF portfolio can invest in a mix of shares, bonds, property, commodities and cash. The portfolio is managed to comply with the investment limits governing retirement funds.
What it costs
- Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
- Minimum investment of R 2 000 000 for both local and global portfolios
How to get it
- Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
- Minimum investment of R 2 000 000 for both local and global portfolios
-
What you get
-
How it works
-
What it costs
-
How to get it
- Access to ETFs listed on the Johannesburg stock exchange (JSE) and international stock exchanges
- Get a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges
- Invest in a mix of shares, bonds, property, commodities and cash
- Access to a wide array of investment options, across asset classes, sectors and geographies
- Long-term capital growth
- Ability to comply with the investment limits governing retirement funds
Download brochure for more ETFs information
The following portfolios are available:
Global Equity USD ETF portfolio
The Global Equity USD ETF portfolio is an actively managed portfolio in which investment is made into ETFs listed on international stock exchanges. The selection of ETFs in the portfolio will favour diversified global equity exposure.
Global Balanced USD ETF portfolio
The Global Balanced USD ETF portfolio seeks to provide a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges. The portfolio can invest in a mix of shares, bonds, property, commodities and cash.
Global Equity ZAR ETF portfolio
The Global Equity ZAR ETF portfolio is an actively managed portfolio in which investments are made into the ETFs listed on the Johannesburg Stock Exchange (JSE). The selection of ETFs in the portfolio favours diversified global equity exposure.
Domestic Balanced ETF portfolio
The Domestic Balanced ETF portfolio is an actively managed portfolio in which investments are made into ETFs listed on the Johannesburg Stock Exchange (JSE). Unlike the Global Equity ZAR ETF portfolio, the Domestic Balanced ETF portfolio can invest in a mix of shares, bonds, property, commodities and cash. The portfolio is managed to comply with the investment limits governing retirement funds.
Global Equity USD ETF portfolio
The Global Equity USD ETF portfolio is an actively managed portfolio in which investment is made into ETFs listed on international stock exchanges. The selection of ETFs in the portfolio will favour diversified global equity exposure.
Global Balanced USD ETF portfolio
The Global Balanced USD ETF portfolio seeks to provide a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges. The portfolio can invest in a mix of shares, bonds, property, commodities and cash.
Global Equity ZAR ETF portfolio
The Global Equity ZAR ETF portfolio is an actively managed portfolio in which investments are made into the ETFs listed on the Johannesburg Stock Exchange (JSE). The selection of ETFs in the portfolio favours diversified global equity exposure.
Domestic Balanced ETF portfolio
The Domestic Balanced ETF portfolio is an actively managed portfolio in which investments are made into ETFs listed on the Johannesburg Stock Exchange (JSE). Unlike the Global Equity ZAR ETF portfolio, the Domestic Balanced ETF portfolio can invest in a mix of shares, bonds, property, commodities and cash. The portfolio is managed to comply with the investment limits governing retirement funds.
- Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
- Minimum investment of R 2 000 000 for both local and global portfolios
- Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
- Minimum investment of R 2 000 000 for both local and global portfolios
Frequently asked questions
What are ETFs?
Exchange-Traded Funds, or ETFs (with the exception of commodity ETFs) are listed participatory interests in the assets of a collective investment scheme that are bought and sold like a normal share on an exchange through your traditional stock broker or online broker.
ETFs in South Africa are regulated by the Financial Sector Conduct Authority (FSCA) with the exception of commodity ETFs, which are listed and regulated by the JSE. ETF structure and fees are transparent so you can relax knowing there won’t be any nasty surprises down the line.
Active versus passive ETFs
An actively managed ETF portfolio makes use of a combination of ETFs selected by an investment committee designed to outperform their respective benchmarks. In contrast, Passive ETFs are designed to mimic and not outperform an index.
Managed ETF portfolios are best suited to?
Investors seeking exposure to offshore equity or a steady long-term capital growth.
Investors that are comfortable with stock market fluctuations and potential capital loss and typically have an investment horizon of more than three years or five years.
Investors that are comfortable with stock market fluctuations and potential capital loss and typically have an investment horizon of more than three years or five years.