Investor Education

Our ETF investing research and insights can help you make better decisions about what you do with your money - right now and for your future.

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Launch of another global ETF on the JSE: Satrix MSCI ACWI Feeder ETF

Launch of another global ETF on the JSE: Satrix MSCI ACWI Feeder ETF

An analysis of this new broader Developed Market ETF.

January 2024: Monthly ETFSA South African ETP and Unit Trust Index Tracking Performance Survey

January 2024: Monthly ETFSA South African ETP and Unit Trust Index Tracking Performance Survey

Superior returns of UBS-issued ETNs highlighted in EFTSA’s January 2024 monthly performance survey.

The Macroeconomic Outlook for 2024

The Macroeconomic Outlook for 2024

Global economic trends and strategic investment advice from ETFSA's experts.

Global investing with ETFs

Global investing with ETFs

Understanding how ETFs cna give you low-cost exposure to global investing.

Using Retirement Annuities to Plan Your Retirement

Using Retirement Annuities to Plan Your Retirement

An introduction to RAs and an overview of the "Two-Pot System".

Making your first investment in Exchange Traded Products (ETPs)

Making your first investment in Exchange Traded Products (ETPs)

Why Choose ETPs? Investing made simple with low barriers and high opportunities.

Podcasts

The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.

First-time investor / Podcasts

The ETF Investor – Episode 60 – Actively Managing a Balanced Fund, a Foundational Investment Solution

Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investment option, suitable for all investor types.

Podcasts

The ETF Investor – Episode 59 – Actively Managing Global Property Investments

With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied […]

Podcasts

Episode 58 – Actively Managing Factor and Style Investments

Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.

Podcasts

Actively Managing Index-Tracking Funds

For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed ETF therefore represents a contradiction in terms. But the term “active management” does not necessarily mean lots of activity or significant tracking differences to the reference index, and it offers opportunities to manage index-referenced investments more efficiently.

Podcasts

Choosing between different ETFs tracking the same index

FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets and S&P 500. How do you choose between multiple ETF options when they offer the same – or very similar – underlying investment exposure?

etfSA

Introducing our New

Balanced Foundation Prescient AM-ETF

A market-first ETF that blends stability with long-term growth.