Funds in Focus Q4 2024 & 2024: A Better Quarter & Year for Active SA Equity Managers
During the last quarter of 2024, 55% of active SA equity funds outperformed their benchmarks. This is ahead of preceding quarter where 48% of...
173 Views
JSE Mar 24 Harmonisation - Is Your Benchmark Changing?
Since the introduction of the Shareholder Weighted indices (SWIX) in July 2003, fund managers with South African equity mandates have had an array...
274 Views
DMA | JSE June '24 Rebalance: Estimated Flows (Buys: Banks, Sells: NPN, PRX)
In this note we show flow estimates based on passive AUM tracking and hedging the Capped Top 40 SWIX (DCAP), Top 40 SWIX (DTOP & TOPI) and...
234 Views
JSE June ‘24 Rebalance Rankings: No Changes Expected + NPN X PRX Discount Update
Last night, the price snapshot was taken for the JSE June rebalance. We do not anticipate any index changes for the Top 40, FINDI, FINI, INDI or RESI.
236 Views
JSE December 2024 Rebalance OUT to Enter Top 40, NPH to Fall Out / NPN X PRX Top Sells (Capping)
JSE indices will be rebalanced in the closing auction tomorrow. OUT will enter the Top 40 and the Capped Top 40, with NPH falling out. Naspers and...
217 Views