Institutional

We are a dedicated index tracking investment house. We track and replicate both listed and unlisted indices in whatever combination best meets our clients' needs. We also conduct a blending analysis on our clients' portfolios to determine the optimal blend of including a tracker component to their current active fund range.

For this service and to find out more about our customised offerings, please contact Craig Chambers, on +27 11 217 1147.

Existing Tracking Capability

Full Replication Tracker Funds:

• FTSE/JSE Top 40 Index
• FTSE/JSE Shareholder Weighted Top 40 Index (SWIX 40)
• FTSE/JSE Shareholder Weighted All Share Index (SWIX ALSI)
• FTSE/JSE Social Responsibility Index

Optimised Tracker Funds

• FTSE/JSE Shareholder Weighted All Share Index (SWIX ALSI) tracked using a liquidity screen where a minimum liquidity threshold is set and only counters above that minimum threshold are traded. This capability can be extended to include such optimisation such as a specific sector tilt e.g. overweighting resources.

Customised Full Replication Tracker Funds:

• FTSE/JSE RAFI® 40 Index
• FTSE/JSE RAFI® All Share Index
• FTSE/JSE All Share Index 70/30 down-weighted resources/up-weighted financials (reset monthly)
• Alexander Forbes Peer Group Benchmarks (equity and bonds)

Customised Optimised Tracker Funds:

• Alexander Forbes Peer Group benchmarks (equity and bonds) tracked using a liquidity screen

Suite of funds

• FTSE/JSE Top 40 funds
• FTSE/JSE Shareholder Weighted Top 40 funds
• FTSE/JSE Social Responsibility funds
• BESA All Bond funds
• All Bond Pooled Fund
• Pooled FTSE/JSE RAFI® All Share funds
• Alexander Forbes Peer Group Benchmark funds