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ETFs / Unit Trusts

  • WARNING! You must rebalance your Unit Trust portfolio right now!
  • If you're a unit trust investor, chances are you're feeling pretty happy with yourself right now. After all, high equity unit trusts are up to 26% over the last 12 months! But here's the thing. These gains are off on the back of the JSE, which has made great gains in the past few months. But, right now, there are signs that this bull run is coming to an end. And, if you don't re-balance... ››› more
  • [13 October 2014]
  • If you want to invest in a tracker fund, should you opt for an ETF or a unit trust?
  • By investing in a tracker fund, you can benefit from the performance of the market. For instance, by investing in an exchange traded fund (ETF) or a unit trust tracking the JSE's Top 40 Index, you should see a return mirroring that of the Top 40. But what's best? An ETF or a unit trust? Let's take a closer look… What are index tracker unit trusts? Index tracker unit trusts wor... ››› more
  • [23 September 2014]
  • Before investing in an ETF, check out the price
  • Exchange traded funds (ETFs) are a great way to gain exposure to the market. By passively tracking market indexes and commodities, you can benefit from their performance. But before you jump in, make sure you pay attention to the price. If you don't, you could end up paying more than you bargained for. So let's take a closer look at what aspects of an ETF's price you need to focus on… ... ››› more
  • [22 September 2014]
  • Why you need to check the tracking performance of an ETF before investing
  • Exchange traded funds (ETFs) are passive funds with a listing on the stock market. An ETF aims to track the performance of a particular index or commodity. For instance, if the JSE's Top 40 Index rises by 10%, you'd expect a Top 40 Index ETF to also rise by around 10%. Instead of opting to invest in a unit trust where the fund manager tries to beat the market for a fee, an ETF tracks a ... ››› more
  • [22 September 2014]
  • Three questions to help you identify the best unit trust for your money
  • Unit trusts are an easy way of adding some diversification to your portfolio. And you can invest from a small monthly amount. So how do you go about picking a unit trust to invest in from the hundreds available? You should ask yourself these three questions… Question #1: Do I like the asset class the unit trust invests in? There are unit trusts available on a number of different a... ››› more
  • [05 August 2014]
  • Inflation-linked bond ETFs: A portfolio diversifier that beats off inflation
  • When inflation is high, like it is now, it can be difficult to get returns to beat it. If you've got money in a savings account, chances are you're losing money as the interest rate you receive doesn't even offset the effects of inflation. So what can you do? You could look to inflation-linked government bonds. And you can invest in these bonds through an exchange traded fund (ETF). Read... ››› more
  • [29 July 2014]
  • Follow these five tips to help you pick the best unit trust
  • Picking a unit trust is no easy task. There are hundreds of them out there. When you buy into a unit trust, you want to find a fund that will perform even once you take fees and costs into account. This means yielding a return that outperforms the market. Otherwise your cash is better off in a tracker fund. You need to find a unit trust with a good fund manager at the helm. So what should y... ››› more
  • [18 July 2014]
  • Unit trusts uncovered: The impact of trading costs on your fund
  • The one thing that worries many investors about actively managed unit trust funds is the costs involved. They are significant. And these costs eat into your potential return. Have a glance at a fund's fact sheet and you might think all costs are included in the total expense ratio (TER), but you'd be wrong. TER doesn't include one-off costs, such as the fund's trading costs. And the more the f... ››› more
  • [27 June 2014]
  • Fund investing: How you can avoid the growing practice of closet indexing
  • With the pressure heavily on fund managers to perform, there appears to be a growing trend in closet indexing. Closet indexing is when an actively managed unit trust fund starts to replicate its benchmark index. The result is you're paying more for a performance you could have got from investing in a tracker fund. Let's take a closer look at what's going on and what you can do about it… The e... ››› more
  • [20 June 2014]
  • Three benefits of trading exchange traded funds (ETFs) on indexes
  • There are many advantages to trading ETFs. ETFs are cost efficient, transparent and easy to buy and sell instruments. And by trading ETFs on indexes, there are even more benefits. Let's take a closer look at what these benefits are… Benefit #1: Protect your portfolio against a volatile rand It’s easy to see why many South Africans become obsessed with the rand and how it’s doing against ... ››› more
  • [03 June 2014]
  • Want exposure to physical gold? Here's why a gold-backed ETF is the best option for you
  • If you want to invest in physical gold, you have a couple of different options. You could buy Kruger rands for example. You'd just have to find somewhere safe and secure to keep them. Or you could opt to invest in a gold-backed exchange traded fund (ETF). This has all the advantages of holding gold, but without the hassle. Let's take a closer look… The importance of physical gold backing ... ››› more
  • [14 May 2014]

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