2022 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 three periods of assessment – the 3-year, 5-year and the 10-year total return performance, all to the end of December 2021.

Total Return Performance
10 Years
SA ETPs
Satrix Capped INDI ETF
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Total Return Performance
10 Years
Foreign & Commodity ETPs
Sygnia Itrix MSCI US Index ETF
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Total Return Performance
5 Years
SA Equity ETPs
Satrix RESI ETF
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Total Return Performance
5 Years
SA Non-Equity ETPs
CoreShares Preftrax ETF*
 
Total Return Performance
5 Years
Foreign ETPs
CoreShares S&P 500 ETF
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Total Return Performance
5 Years
Commodity & Currency ETPs
1nvest Rhodium ETF
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Total Return Performance
3 Years
SA Equity ETPs
Satrix RESI ETF
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Total Return Performance
3 Years
SA Non-Equity ETPs
CoreShares Preftrax ETF*
 
Total Return Performance
3 Years
Foreign Equity Index-Tracking ETPs
1nvest S&P500 Info Tech ETF
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Total Return Performance
3 Years
Actively-Managed Equity ETNs
UBS ABCPA Anbro Capital ETN
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Total Return Performance
3 Years
Foreign Non-Equity ETPs
CoreShares S&P Global Property ETF
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Total Return Performance
3 Years
Commodity & Currency ETPs
1nvest Rhodium ETF
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Tracking Efficiency

This category recognises the efficiency of ETPs 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 four asset categories.

Tracking Efficiency
3 Years
SA Equity ETPs
FNB Top40 ETF
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Tracking Efficiency
3 Years
SA Non-Equity ETPs
Satrix Property ETF 
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Tracking Efficiency
3 Years
Foreign Equity ETPs
 
1nvest S&P 500 ETF
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Tracking Efficiency
3 Years
Foreign Non-Equity, Commodity & Currency ETPs
NewWave Pound ETN
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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.

Trading Efficiency
3 Years
SA Equity  ETPs
Satrix RESI ETF 
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Trading Efficiency
3 Years
SA Non-Equity ETPs
NewFunds GOVI  ETF
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Trading Efficiency
3 Years
Foreign Equity  ETPs
Sygnia Itrix 4th Industrial Revolution Global Equity ETF
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Trading Efficiency
3 Years
Foreign Non-Equity, Commodity & Currency ETPs
NewFunds US Dollar ETN
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Capital Raising

In this award category, we recognise the ability to raise new capital – either additional capital for existing ETPs, or new capital for the listing of new ETPs. In this category there are three awards – for South African ETPs, for Foreign and Commodity ETPs, and finally an award for the ETF issuing house that raised the most net new capital in the 12 months to end December 2021.

 
Capital Raising
3 Years
SA Equity ETPs
Satrix 40 ETF
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Capital Raising
3 Years
SA Non-Equity ETPs
NewFunds GOVI  ETF
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Capital Raising
3 Years
Foreign Equity ETPs
Satrix MSCI World Feeder ETF
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Capital Raising
3 Years
Foreign Non-Equity ETPs
1nvest Gold ETF
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Capital Raising
3 Years
ETP Issuing House
Satrix Managers (Pty) Ltd.
Learn more about this company >>
 

People’s Choice ETF – Popular Vote

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

People's Choice ETF
By Popular Vote
Satrix 40 ETF
Learn more about the ETF >>
By Issuer
Satrix 9 awards
1nvest 5 awards
Absa Capital 4 awards
CoreShares 4 awards
Sygnia 2 awards
UBS AG 1 award
FNB 1 award

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