Investment Newsletter (and related info) 10/2009

Exchange Traded Funds: Satrix, db x-trackers & Absa ETFs

Satrix range of funds - Key Facts at a Glance

Satrix offers a convenient, low-cost entry point for investors wishing to enjoy the long-term growth offered by the South African equity market. It offers seven funds:

Satrix40: A fund that replicates the top 40 JSE shares based on market capitalisation and liquidity. Assets under management: R5,86 billion*

SatrixFini: A product that tracks the performance of the JSE’s top 15 financial sector shares. Assets under management: R976 million*.

Satrix Indi: An ETF that mirrors the INDI25, an index made up of the top 25 shares in the JSE’s industrial sector. Assets under management: R534 million*.

Satrix Resi: This offering mirrors the performance of the top 20 shares in the JSE’s resources sector. Assets under management: R470 million*.

Satrix Swix: A product that replicates the FTSE/JSE Shareholder Weighted Top 40, an index often favoured by institutional and long-term investors because of relatively low volatility. Assets under management: R229 million*.

Satrix Divi: A method of tracking the FTSE/JSE Dividend Plus Index made up of the best 30 dividend-paying companies in the JSE’s top 100 large and mid-cap companies.Assets under management: R625 million*.

Satrix Rafi: A fund tracking the total returns of the RAFI 40, an index comprising JSE-listed companies distinguished by dividends, cash flow, sales and book value. Assets under management: R395 million*.

Click to learn more about Satrix Exchange Traded Funds and how to apply

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Absa Capital Exchange Traded Funds (ETFs)

Absa Capital’s Five Exchange Traded Funds (ETFs) is now available through the Automated Outsourcing Services (AOS) Investment Plan.

The Exchange Traded Funds (ETFs) Investment Plan is specifically structured for the investor to easily access ETFs via a monthly debit order or single lump sum payment (the minimum single investment is R1000.00 per security and minimum regular monthly investment is R300.00 per security).

The costs of this transaction are similar to any share transaction and are usually significantly lower than the costs of dealing with the manager of a unit trust.

NewGold: Absa Capital’s NewGold ETF (NewGold) is the simplest and most cost-efficient method for investors to invest directly in physical gold bullion.

NewRand: Absa Capital’s NewRand ETF enables investors to simply and affordably take advantage of fluctuations in the South African Rand/US Dollar exchange rate.

eRAFI™ Overall SA: The eRAFI™ ETF methodology weights shares based on fundamental valuation metrics - sales, cash flow, book price and dividends as well as two additional filters - rather than traditional market capitalisation. C

NewSA: The NewSA ETF (NewSA) is the first investment product in South Africa that enables investors to recognise and invest in transformation and broad-based black economic empowerment (B-BBEE) in South African companies.

Shari'ah Top 40: NewFunds Shari’ah Top 40 ETF is the first Shari’ah compliant equity ETF in South Africa. Shari’ah Top 40 ETF is a low-cost, transparent and accessible investment product that supports the growing demand for Islamic investment products in the South African market.

Click to learn more about Absa Capital Exchange Traded Funds and how to apply

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db x-trackers Exchange Traded Funds (ETFs)

db x-trackers is the easy way to invest in offshore funds.

db x-trackers is an initiative brought to you by the Johannesburg Stock Exchange and Deutsche Bank, and currently offers you five groundbreaking ETF products:

DJ EURO STOXX 50 Index ETF:The underlying of the Itrix DJ EURO STOXX 50 ETF is the Dow Jones Euro STOXX 50®index. This is one of the most widely-known European Blue Chip Indices.
The Index is a free float market capitalisation weighted index, containing 50 highly liquid blue chip stocks from countries within the Eurozone.

FTSE®100 Index ETF: The underlying of the Itrix FTSE100® ETF is the FTSE100®, the most important United Kingdom Blue Chip index.
The index is a free float market capitalisation weighted Index, containing the 100 largest highly liquid United Kingdom blue chip stocks listed on the London Stock Exchange.

MSCI USA Index ETF: The MSCI USA Index reflects the performance of the United States of America equity markets. The Index contains about 600 constituent securities representing companies with a total market capitalisation of approximately US$14 trillion. The MSCI USA Index is recognised as a barometer of the United States of America economy and as the holder of db x-trackers MSCI USA Index ETF, an investor will essentially track the United States of America equity markets.

MSCI Japan Index ETF: The MSCI Japan Index reflects the performance of the Japanese equity markets. The Index contains about 400 constituent securities representing companies with a total market capitalisation of approximately US$3 trillion. The MSCI Japan Index is recognised as a barometer of the Japanese economy and as the holder of db x-trackers MSCI Japan Index ETF, an investor will essentially track the Japanese equity markets.

MSCI World Index ETF: The MSCI World Index reflects the performance of the developed world’s equity markets. The Index contains about 1,900 constituent securities representing companies with a total market capitalisation of approximately US$30 trillion. The MSCI World Index is recognised as a barometer of the world’s developed economies and as the holder of db x-trackers MSCI World Index ETF, an investor will essentially track the developed world’s equity markets.

Click to learn more about db x-trackers Exchange Traded Funds and how to apply

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JE Financial Consulting’s value proposition includes:
- licensed and accredited advice on all Exchange Traded Funds (FSB and JSE accredited); Satrix, db x-trackers, Absa ETFs and Investec Zshares
- overseeing all necessary requirements
- ongoing advice and monthly feedback on your investment