2021 Winners 

 

Total return performance

In this award category, the focus is on total return performance.

Performance has been measured for a lump sum investment, on a total return, net asset value basis, with distributions reinvested. There are two periods of assessment – the one-year total return and the three-year total return, all to the end of Februay 2020.

Total Return Performance
10 Years
SA Equity ETFs
Satrix INDI ETF
Learn more about the ETF >>
Total Return Performance
10 Years
Foreign & Commodity ETFs
Sygnia Itrix MSCI US ETF
Learn more about the ETF >>
Total Return
5 Years
SA Equity ETFs
Satrix RESI ETF
Learn more about the ETF >>
Total Return Performance
5 Years
SA Non-Equity ETFs
ABSA NewFunds GOVI  ETF
Learn more about the ETF >>
Total Return Performance
5 Years
Foreign & Commodity ETFs
1nvest Rhodium ETF
Learn more about the ETF >>
Total Return
3 Years
SA Equity ETFs
Satrix RESI ETF
Learn more about the ETF >>
Total Return Performance
3 Years
SA Non- Equity ETFs
ABSA NewFunds GOVI  ETF
Learn more about the ETF >>
Total Return Performance
3 Years
Foreign & Commodity ETFs
Sygnia Itrix 4th Industrial Revolution ETF
Learn more about the ETF >>
Total Return Performance
3 Years
Foreign & Commodity ETFs
1nvest Rhodium ETF
Learn more about the ETF >>

 

Tracking Efficiency

This category recognises the efficiency of ETFs to deliver, as close as possible, the performance of their reference index. This is arguably one of the most important metrics by which an index tracker fund should be evaluated. The total return achieved by investing in an ETF over any given period should be as close as possible to the total return of the index over the same period.

Differences would be attributable to both direct and indirect costs, managing periodic index rebalancing, efficiency in creation and redemption of units, appropriate cash flow management related to corporate actions such as distributions, and more. The absolute difference in performance represents as a single number the tracking efficiency of the ETF. Tonight, we reward the best tracking efficiency measured over three years, in the three asset categories.

Tracking Efficiency
3 Years
SA Equity ETFs
CoreShares Top 50 ETF
Learn more about the ETF >>
Tracking Efficiency
3 Years
SA Non-Equity ETFs
Satrix Property ETF 
Learn more about the ETF >>
Tracking Efficiency
3 Years
Foreign & Commodity ETFs
1nvest Gold ETF 
Learn more about the ETF >>

 

Trading Efficiency

Exchange Traded Funds are differentiated from unit trusts in their ability to trade in the secondary market. The role of the market maker is an important one, as he facilitates both buying and selling for investors, and so ensures liquidity on demand. Trading efficiency can be measured by the average ratio of the volume of units traded, over the total units in issue.

Trading Efficiency
3 Years
SA ETFs
ABSA NewFunds GOVI  ETF
Learn more about the ETF >>
Trading Efficiency
3 Years
Foreign & Commodity ETFs
Satrix S&P 500 ETF
Learn more about the ETF >>

 

Capital Raising

In this award category, we recognise the ability to raise new capital – either additional capital for existing ETFs, or new capital for the listing of new ETFs. In this category there are three awards – for South African ETFs, for Foreign and Commodity ETFs, and finally an award for the ETF issuing house that raised the most net new capital in the 12 months to end February 2020.

Capital Raising
3 Years
SA ETFs
ABSA NewFunds GOVI  ETF
Learn more about the ETF >>
Capital Raising
3 Years
Foreign & Commodity ETFs
Satrix MSCI World ETF 
Learn more about the ETF >>
Capital Raising
3 Years
ETF Issuing House
Satrix Managers
Learn more about this company >>
Capital Raising
1 Year
SA Equity ETFs
Ashburton MidCap ETF
Learn more about the ETF >>
Capital Raising
1 Year
Foreign & Commodity ETFs
ABSA NewFunds GOVI  ETF
Learn more about the ETF >>
Capital Raising
1 Year
Foreign & Commodity ETFs
Satrix MSCI China ETF 
Learn more about the ETF >>
Capital Raising
1 Year
Commodity ETFs
1nvest Platinum ETF 
Learn more about the ETF >>
Capital Raising
1 Year
ETF Issuing House
Satrix Managers
Learn more about this company >>

 

People’s Choice ETF – Popular Vote

ETFs have been described as "unit trusts for the 21st century", and they have been very successful in democratising investment access for everyone.

People's Choice ETF
By Popular Vote
Satrix 40 ETF
Learn more about the ETF >>

 

By Issuer
Satrix Managers (Pty) Ltd. – 10 awards
Absa Capital (NewFunds) – 5 awards
1nvest – 4 awards
Sygnia Itrix (RF) (Pty) Ltd. – 2 awards
Ashburton Investments – 1 award
CoreShares – 1 award

in partnership with
Site designed and maintained by ProfileData