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Exchange Traded Funds (ETFs)

Exchange Traded Funds (ETFs) are listed investment products that track the performance of a basket of shares, bonds or commodities. These “baskets” are known as indices, for example the FTSE/JSE Top 40 Index. An ETF can be bought and sold just like an ordinary share.

Benefits

  • Diversification - One ETF share gives you exposure to a fund of instruments and not just to one instrument
  • Liquidity - Investors can buy or sell ETFs quickly and at a low cost on the JSE
  • Hassle free - Investors can gain exposure to a wide variety of securities or assets without extensive research and administration
  • Regulation - ETFs are well regulated by the JSE and FSB
  • Dividend distributions - Investors may receive dividends when instruments held in the fund pay dividends (not applicable to all ETFs)
  • Exempt from Securities Transfer Tax - Currently most ETF's are exempt from STT upon purchase (not applicable to all ETFs)

Who should use this product?

  • First time investors who are new to the world of investing
  • Investors who want to manage risk
  • Investors who want to invest in a broad range of securities at a minimal cost
  • Investors who want a hassle free and diversified investment product

How to use this product?

  • Contact a stockbroker
  • Contact an ETF issuer that offers an investment plan
  • An investment plan (debit order) allows you to buy ETFs on a monthly basis or once-off
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