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...

ETFSA

ETFSA

20 August 2024

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.

Other 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.

Industry news / Podcasts

The ETF Investor – Episode 71 – Investing Specifically in SA Equities

The SA equity market is dominated by global companies that generate earnings and growth in global markets. To create an investment opportunity focused on the South African economy and consumer – the so-called SA Inc. investment exposure – requires a deliberate and structured rules-based approach beyond market cap.

Global investing / Industry news / Podcasts

The ETF Investor – Episode 70 – China is a PANDA, not a bear

The investment case for China offers differentiated opportunities to participate in the unique world of the second largest economy in the world. For South African investors there is now a new way of doing so through an actively-managed, multi-asset ETF listed on the JSE, built on a track record of strong market presence in mainland […]

First-time investor / Podcasts

The Debt Journey: How ordinary people rebuild their financial futures

Learn how South Africans can manage debt, build credit and grow wealth in this JSE Investor Avenue podcast with practical advice from our experts.

Industry news / Podcasts / Professional investors

The ETF Investor – Episode 69 – Ninety One joins the World of ETFs

The range of actively-managed ETFs continue to expand, giving investors on the JSE an ever-growing selection of opportunities across asset classes and geographies. The largest private asset manager in South Africa, Ninety One, has listed their first two AMETFs, with promises of more to follow, not just in SA, but perhaps also in their global […]

Podcasts

The ETF Investor – Episode 68 – AI & Tech ETFs beyond Mag-7 and FAANG

In an investment world dominated by a select number of exceptional companies, the quest for opportunities beyond the Mag-7 requires looking the other way. Closer inspection of the UBS range of index-tracking ETNs reveal some interesting and unique index exposures worth exploring if you are looking for diversification in the highly concentrated AI & Tech […]

etfSA

Introducing

The ETFSA Oyster Global Balanced Prescient AMETF

A globally diversified, 100% offshore multi-asset fund that brings global markets to South African-based investors.