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Capi and Swix

This page contains information about the Capped and Shareholder Weighted indices. The Summary Document gives a comprehensive overview of the indices and also includes an executive summary. The portfolio weights are contained in an Excel spreadsheet with the weights used in the calculation of the Shareholder Weighted index.


Title Date Size Download Comments

20110908 - Portfolio Weights
Friday, September 16, 2011 58.00 KB

20110620 - Portfolio Weights
Thursday, June 09, 2011 60.50 KB

20110322 - Portfolio Weights
Friday, April 01, 2011 60.00 KB

20101209 - Portfolio Weights
Thursday, December 09, 2010 74.00 KB

20100920 - Portfolio Weights
Monday, September 20, 2010 72.50 KB

20100621 - Portfolio Weights
Thursday, June 10, 2010 75.50 KB

Portfolio Weights
11 March 2010 - Portfolio Weights
Thursday, March 11, 2010 54.00 KB

6 Enhanced Indexation
Friday, July 10, 2009 225.20 KB

5 New Capped and Shareholder Weighted Benchmarks
5 New Capped and Shareholder Weighted benchmarks
Friday, July 10, 2009 146.47 KB

Reaching Out article 1 July 2003 Capi Peni
1 July 2003 Reaching Out Article on Capi Peni
Friday, July 10, 2009 27.65 KB

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The following articles contain information and research from third parties about the indices. Please note that these do not necessarily represent the views of FTSE or JSE. You are referred to our disclaimer on the home page.

Title Date Size Download Comments

Three Namibian Indices
July 2003 – Dietrich Bodecker (IJG - )Namibian Indices – The consequences of Capi and Swix
Friday, August 28, 2009 251.56 KB

One Capped Shareholder Weighted Indices
• July 2003 - Dr Jaco Maritz (from Cadiz) - The Capped and Shareholder Weighted Indices – a quantitative comparison of different pension fund equity benchmarks
Friday, August 28, 2009 125.33 KB

Which Index Should Pension Funds Use
Sep 2002 – Anne Cabot (M Cubed) -The Great Debate – Which Index Should Pension Funds Use
Friday, August 28, 2009 106.00 KB

Tracking Error
Aug 2001 - Umbono Fund Managers - Understanding Tracking Error
Friday, August 28, 2009 156.88 KB

Enhanced Indexation
Sep 2002 - Umbono Fund Managers - Enhanced Indexation, Is it the Cherry on the Top?
Friday, August 28, 2009 225.20 KB

New Capped and Shareholder Weighted Benchmarks
Friday, August 28, 2009 146.47 KB

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