2019 Winners 

 

Total return performance

In this award category, the focus is on total return performance.

Performance has been measured for a lump sum investment, on a total return, net asset value basis, with distributions reinvested. There are two periods of assessment – the one-year total return and the three-year total return, all to the end of March 2019.

Foreign & Commodity - 3 years
Standard Bank AfricaRhodium ETF
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SA Equity - 3 years
Satrix RESI 10 ETF
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SA Non-equity - 3 years
CoreShares PrefTrax
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Foreign & Commodity - 5 years
Standard Bank AfricaPalladium ETF
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SA Equity - 5 years
NewFunds S&P GIVI RESI 15 ETF
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SA Non-equity - 5 years
NewFunds GOVI ETF
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Capital Raising

In this award category, we recognise the ability to raise new capital – either additional capital for existing ETFs, or new capital for the listing of new ETFs. In this category there are three awards – for South African ETFs, for Foreign and Commodity ETFs, and finally an award for the ETF issuing house that raised the most net new capital in the 12 months to end March 2019.

Issue House - 1 year
Satrix Managers (RF) (Pty) Ltd.
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Foreign & Commodity - 1 year
NewGold Plat ETF
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South Africa - 1 year
Ashburton Top 40 ETF
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Issue House - 3 years
Sygnia Itrix (RF) (Pty) Ltd.
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Foreign & Commodity - 3 years
Sygnia Itrix MSCI World Index ETF
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South Africa - 3 years
CoreShares Top 50
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Trading Efficiency

Exchange Traded Funds are differentiated from unit trusts in their ability to trade in the secondary market. The role of the market maker is an important one, as he facilitates both buying and selling for investors, and so ensures liquidity on demand. Trading efficiency can be measured by the average ratio of the volume of units traded, over the total units in issue.

Overall
Satrix RESI 10 ETF
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Tracking Efficiency

This category recognises the efficiency of ETFs to deliver, as close as possible, the performance of their reference index. This is arguably one of the most important metrics by which an index tracker fund should be evaluated. The total return achieved by investing in an ETF over any given period should be as close as possible to the total return of the index over the same period.

Differences would be attributable to both direct and indirect costs, managing periodic index rebalancing, efficiency in creation and redemption of units, appropriate cash flow management related to corporate actions such as distributions, and more. The absolute difference in performance represents as a single number the tracking efficiency of the ETF. Tonight, we reward the best tracking efficiency measured over three years, in the three asset categories.

Foreign & Commodity - 3 years
Sygnia Itrix MSCI Japan Index ETF
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SA Equity - 3 years
CoreShares Top 50
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SA Non-Equity - 3 years
NewFunds MAPPS Growth ETF
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People’s Choice ETF – Popular Vote

ETFs have been described as "unit trusts for the 21st century", and they have been very successful in democratising investment access for everyone.

Overall
Satrix 40 ETF
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By Issuer
NewFunds/Absa - Four awards
Satrix Managers - Four awards
CoreShares - Three awards
Sygnia Itrix - Three awards
Standard Bank - Two awards
Ashburton Investments - One award

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