The ETF Investor

The range of actively-managed ETFs continue to expand, giving investors on the JSE an ever-growing selection of opportunities across asset classes and geographies. The largest private asset manager in South Africa, Ninety One, has listed their first two AMETFs, with promises of more to follow, not just in SA, but perhaps also in their global franchise.

In an investment world dominated by a select number of exceptional companies, the quest for opportunities beyond the Mag-7 requires looking the other way. Closer inspection of the UBS range of index-tracking ETNs reveal some interesting and unique index exposures worth exploring if you are looking for diversification in the highly concentrated AI & Tech mega theme.

In celebration of Women's Month in South Africa, we explore the importance – especially for women – of having an independent financial plan that addresses both the near-term needs of living expenses and unexpected emergencies, and the longer term focus of building sustainable retirement savings and long-term generational wealth. And in all cases – there's an ETF for that!

The 2nd quarter distribution season for ETFs on the JSE has just concluded, with the final payments received by investors in the first week of August. The quarterly ETFSA distribution report consolidates all the relevant information and serves as a reference guide for investors who focus on the yield component of the total return in investments, but also for those who rely on receiving regular income from their investments.

You can trade your view on the gold price with physically-backed gold ETFs, but what about gold miners, gold mining companies? What are the options available to ETF investors? The Satrix RESI ETF, tracking the FTSE/JSE Capped RESI10 Index offers an intriguing opportunity.