Managed ETF portfolios

Choose a partner dedicated to understanding your needs. Our idea generation, backed by a robust investment process and integrated risk management, focuses on identifying the right investment solutions for you.

Start your investment journey today by having us call you back to open a trading account.

Some of the benefits

Cost efficiency

Less expensive than investing in actively managed funds and a cost-effective way to gain exposure to a diversified securities portfolio

Diversification

Exchange-traded funds (ETFs) give you access to a wide range of investment options across asset classes, sectors and geographies

Flexibility

Like shares, ETFs provide investors with the flexibility to trade at any time during market hours

Transparency

They are transparent in their objective to deliver a reference asset(s) or index result.

What you get

Access to ETFs listed on the Johannesburg stock exchange (JSE) and international stock exchanges
Get a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges
Invest in a mix of shares, bonds, property, commodities and cash
Access to a wide array of investment options, across asset classes, sectors and geographies
Long-term capital growth
Ability to comply with the investment limits governing retirement funds

Download brochure for more ETFs information

How it works

The following portfolios are available:

Global Equity USD ETF portfolio
The Global Equity USD ETF portfolio is an actively managed portfolio in which investment is made into ETFs listed on international stock exchanges. The selection of ETFs in the portfolio will favour diversified global equity exposure.

Global Balanced USD ETF portfolio
The Global Balanced USD ETF portfolio seeks to provide a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges. The portfolio can invest in a mix of shares, bonds, property, commodities and cash.

Global Equity ZAR ETF portfolio
The Global Equity ZAR ETF portfolio is an actively managed portfolio in which investments are made into the ETFs listed on the Johannesburg Stock Exchange (JSE). The selection of ETFs in the portfolio favours diversified global equity exposure.

Domestic Balanced ETF portfolio
The Domestic Balanced ETF portfolio is an actively managed portfolio in which investments are made into ETFs listed on the Johannesburg Stock Exchange (JSE). Unlike the Global Equity ZAR ETF portfolio, the Domestic Balanced ETF portfolio can invest in a mix of shares, bonds, property, commodities and cash. The portfolio is managed to comply with the investment limits governing retirement funds.

What it costs

Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
Minimum investment of R 2 000 000 for both local and global portfolios

How to get it

Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
Minimum investment of R 2 000 000 for both local and global portfolios

What you get
How it works
What it costs
How to get it

Access to ETFs listed on the Johannesburg stock exchange (JSE) and international stock exchanges
Get a balance of income and capital appreciation by investing in ETFs listed on international stock exchanges
Invest in a mix of shares, bonds, property, commodities and cash
Access to a wide array of investment options, across asset classes, sectors and geographies
Long-term capital growth
Ability to comply with the investment limits governing retirement funds

Download brochure for more ETFs information

Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
Minimum investment of R 2 000 000 for both local and global portfolios

Management fee of 0.40% excluding VAT for global and domestic portfolios (excludes ETF, platform and advisor fees)
Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable for each exchange and are in the region of 0.3%
Minimum investment of R 2 000 000 for both local and global portfolios

Frequently asked questions

What are ETFs?

Exchange-Traded Funds, or ETFs (with the exception of commodity ETFs) are listed participatory interests in the assets of a collective investment scheme that are bought and sold like a normal share on an exchange through your traditional stock broker or online broker.

ETFs in South Africa are regulated by the Financial Sector Conduct Authority (FSCA) with the exception of commodity ETFs, which are listed and regulated by the JSE. ETF structure and fees are transparent so you can relax knowing there won’t be any nasty surprises down the line.

Active versus passive ETFs

An actively managed ETF portfolio makes use of a combination of ETFs selected by an investment committee designed to outperform their respective benchmarks. In contrast, Passive ETFs are designed to mimic and not outperform an index.

Managed ETF portfolios are best suited to?

Investors seeking exposure to offshore equity or a steady long-term capital growth.
Investors that are comfortable with stock market fluctuations and potential capital loss and typically have an investment horizon of more than three years or five years.