1 year ago

Blue Chip Issue 82

  • Text
  • Financial
  • Advisors
  • Investments
  • Equity
  • Wealth
  • Offshore
  • Asset
  • Portfolio
  • Investing
  • Global
  • Momentum
Welcome to our Investing Offshore Special Edition of Blue Chip. a quarterly journal for the financial planning industry and the official publication of the Financial Planning Institute of Southern Africa NPC (FPI). Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.

On the money Making

On the money Making waves this quarter Collaborative partnerships, professional convention and midlife money makeover New Satrix Capped All Share ETF Shares in the Satrix Capped All Share Exchange-Traded Fund (ETF) have listed on the Johannesburg Stock Exchange (JSE). The Satrix CAPI tracks the FTSE/JSE Capped All Share Index, which gives investors broad market exposure to 140 JSE-listed companies spanning large, medium and small shares. The Satrix Capped All Share ETF is the 23rd ETF to be listed by Satrix, a provider of index-tracking investment products wholly owned by financial services group Sanlam. Nico Katzke, Head of Portfolio Solutions at Satrix Investments, comments: “The Satrix Capped All Share ETF (STXCAP) offers investors a 0% TER exposure until June 2022 to the broad market index. STXCAP will be the first ETF on the JSE to track the full universe of large-, mid- and small-cap South African-listed companies – prioritising increased diversification and upside potential.” “The Satrix CAPI enhances diversification metrics in the exposure it offers to various local and international shares, listed on the JSE,” says Valdene Reddy, the JSE’s Director for Capital Markets. “It is a great addition to the ETF suite, broadening the investment landscape. The number of ETFs that have come to market continue to grow impressively, attracting a number of first-time individual investors,” she adds. The Satrix Capped All Share ETF is an exciting addition to the JSE’s ETF offering across different asset classes with diversified exposure and liquidity at a comparatively lower cost. There are 54 equity ETFs (29 local and 25 international), 12 bond ETFs (six local and six international), seven property ETF (three local and four international), one Africa (ex-SA) equity ETF, one money market ETF, two multi-asset class ETFs and eight commodity ETFs. The Satrix Capped All Share ETF, which will trade under JSE code STXCAP, gives investors 25% exposure to medium and small capitalisation counters such as Afrimat, ADVTech, Cashbuild, Libstar, City Lodge and many others. In terms of large market capitalisation holdings, investors in Satrix Capped All Share ETF will be exposed to BHP Group, Anglo American, Naspers, Absa, MTN and Richemont among others. The Satrix Capped All Share ETF will limit each individual share at no more than 10% of the total portfolio, enabling investors to hold portfolios with better diversification and stable returns. The listing of the Satrix Capped All Share ETF has brought the number of 2021 ETF listings on the JSE to nine, with a total ETF market capitalisation of over R116-billion. “The Satrix Capped All Share ETF includes several medium and small caps, elevating the interest and activity in these segments, in addition to the more active Top40 counters,” concludes Reddy. Standard Bank is crowned Africa’s Most Valuable Banking Brand Standard Bank has been named Africa’s most valuable banking brand following a 26% increase in brand value to US.583-billion, according to the latest report by Brand Finance published in The Banker magazine. Standard Bank’s impressive increase saw it inch ahead of its South African compatriot, First National Bank (brand value up 18% to US.581-billion), to claim the title with a margin of just US-million. Every year, leading brand valuation consultancy Brand Finance puts 5 000 of the biggest brands to the test, and publishes nearly 100 reports, ranking brands across all sectors and countries. The world’s top 500 most valuable and strongest banking brands are included in the annual Brand Finance Banking 500 ranking. Overall, there are 20 African brands in the ranking, with South Africa dominating the African contingent with seven brands featuring – six of which sit at the top of the continental ranking with Absa (US.437-billion), Nedbank (US.018-billion), Investec (US2-million) and Capitec Bank (US5-million) joining Standard Bank and First National Bank at the top.

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