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BettaBeta Equally Weighted Top 40 ETF

It is widely accepted by investors that one of the most convenient ways of exposing a portfolio to South Africa's most prominent listed blue chip companies is via a fund or vehicle that invests in the FTSE/JSE Top 40 Index. Unfortunately, this Index is heavily skewed towards listed companies in the resources sector, so instead of owning a diversified portfolio of shares, Top 40 Index investors often inadvertently find themselves over-exposed to a few large South African mining companies.

  • BettaBeta Equally Weighted Top40 Index, calculated independently by the FTSE/JSE.
  • This index is constituted of exactly the same companies as defined by the FTSE/JSE as the Top40 index, but are held in equal proportions, being 2.5% each, at the quarterly rebalancing date.

Comparative ETF & benchmark performance of Top40-based indices (% return)

 
3m
6m
12m
3 yrs(p.a.)
3 yrs(p.a.)
BBET40 ETF
7.39
15.45
21.19
-
-
Equally Weighted Top40 index
7.49
15.64
21.58
15.97
8.36
Market Cap Weighted Top40 index
9.38
18.81
19.69
14.52
7.53
10% Cap Weighted Top40 index
9.24
18.44
19.99
15.04
8.49
Shareholder Weighted Top40 Index
8.11
15.89
21.17
14.95
8.08
Source: Nedbank Capital Fund Fact sheets - January 2013
(past performance is not necessarily a guide to future performance)
Note: The BBET40 first listed on the JSE on 25 March-10


Suitable for investors seeking:

  • Investors who require a lower risk exposure to the blue chip equity investments on the JSE.
  • Investors that require more balanced benchmarks and passive exposures, and do not support the size- and resource bias of the headline FTSE/JSE indices.
  • Liquidity - just like individual shares, the BettaBeta Equally Weighted Top40 trades every day and can be bought and sold at any time during JSE trading hours.

click here for more- BettaBeta Equally Weighted Top 40 - information and how to apply

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