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Author Topic: How does the satrix indi do so well?  (Read 68384 times)

Patrick

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Re: How does the satrix indi do so well?
« Reply #45 on: July 21, 2014, 12:12:26 pm »
As a follow on to the last post, take a read here: http://www.etfsa.co.za/news/_latest/satrix_indi_focus_aug2012.pdf

I love the graph, percentage of unit trust funds that don't beat the INDI. Over 5 years not one unit trust fund could beat it!
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Patrick

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Re: How does the satrix indi do so well?
« Reply #46 on: October 23, 2015, 01:48:52 pm »
The indi's at an all time high again. In the last 12 months it's gained 17.3% including divvies. Not bad for such an up and down year.
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Orca

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Re: How does the satrix indi do so well?
« Reply #47 on: October 23, 2015, 02:12:13 pm »
Quote from: Patrick on October 23, 2015, 01:48:52 pm
The indi's at an all time high again. In the last 12 months it's gained 17.3% including divvies. Not bad for such an up and down year.
According to Sharenet it is up 24% but that is a day old. Reuters shows 27% until now.
The DIVTRX shows 17%
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Patrick

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Re: How does the satrix indi do so well?
« Reply #48 on: October 23, 2015, 08:18:57 pm »
Quote from: Orca on October 23, 2015, 02:12:13 pm
Quote from: Patrick on October 23, 2015, 01:48:52 pm
The indi's at an all time high again. In the last 12 months it's gained 17.3% including divvies. Not bad for such an up and down year.
According to Sharenet it is up 24% but that is a day old. Reuters shows 27% until now.
The DIVTRX shows 17%
Actually I think you're right Orca, the satrix site shows to 30 September, I didn't read the fine print. I'm very pleasantly surprised!
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yozzi

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Re: How does the satrix indi do so well?
« Reply #49 on: October 25, 2015, 12:01:40 pm »
Bought a large amount in Jan 2014 @ R51.24 so to date around 43% gain!
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Orca

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Re: How does the satrix indi do so well?
« Reply #50 on: November 16, 2015, 10:02:41 pm »
This chart is for the naysayers on MBB that want links because they do not believe me. I have been allowed back on after being banned for promoting this type of investment above UT's and RA's.

This clearly shows an ave gain of 40% over 5 years.
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Scooby_Doo

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Re: How does the satrix indi do so well?
« Reply #51 on: November 17, 2015, 02:26:21 pm »
Quote from: Orca on November 16, 2015, 10:02:41 pm
This chart is for the naysayers on MBB that want links because they do not believe me. I have been allowed back on after being banned for promoting this type of investment above UT's and RA's.

This clearly shows an ave gain of 40% over 5 years.

Are those both shown in rand terms/dollar terms or just growth as a % compared against the S&P500?.
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Orca

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Re: How does the satrix indi do so well?
« Reply #52 on: November 17, 2015, 03:08:36 pm »
To get the chart to show percentages, I had to compare it to another stock so I chose S&P500. It is in ZAR terms plus one has to take into consideration that the dividends are not included.
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Patrick

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Re: How does the satrix indi do so well?
« Reply #53 on: November 17, 2015, 03:57:28 pm »
I love that chart! I think it's quoted somewhere up in this thread that not one fund manager has beaten the indi over a 5 year period!
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Orca

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Re: How does the satrix indi do so well?
« Reply #54 on: November 17, 2015, 04:44:44 pm »
The chart of DBXJP vs STXIND looks just as great for the STXIND over a 5 year period. The DBXJP has only done better this year.
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Mr_Dividend

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Re: How does the satrix indi do so well?
« Reply #55 on: November 18, 2015, 06:22:50 am »
Quote from: Orca on November 17, 2015, 03:08:36 pm
To get the chart to show percentages, I had to compare it to another stock so I chose S&P500. It is in ZAR terms plus one has to take into consideration that the dividends are not included.

Are you sure about that?

Comparing Indi vs DBXUS over 5 years both JSE and in rands gives 178% for indi and 246% for the dbx

and on a side note, how on earth do you insert google finance images? do you screen grab, cut out then insert or is there an easier way?

It gives a link - but I cannot work out how to use it.
« Last Edit: November 18, 2015, 06:26:24 am by Mr_Dividend »
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Orca

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Re: How does the satrix indi do so well?
« Reply #56 on: November 18, 2015, 11:38:08 am »
Your numbers are quite correct Mr_D. I do it in Reuters but choose JSE stocks in ZAR.
I screen grab and crop it in "Paint" and "Save As".
Here, I Click on "Attachments" then "Choose File". It goes to Windows Explorer and when I locate it, I click on it and "Open File".
It will then appear here in the box next to "Choose File". Then post.
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Nios

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Re: How does the satrix indi do so well?
« Reply #57 on: November 26, 2015, 08:00:48 pm »
Unbelievable how well stxind does. Will it ever see a huge correction?

What will happen to it if naspers takes a huge dive?
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chang9015

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Re: How does the satrix indi do so well?
« Reply #58 on: November 28, 2015, 10:16:58 am »
Will it ever see a huge correction? maybe... but with China transitioning to a more consumer based economy.. tencent should still have quite a bit of wind under its wings, unless someone specifically shoots it down.

if naspers takes a huge dive.. then the stxind will dive proportionally... just look at SAB last month when it gained ~20% in a session, stxind gained over 4%... the reverse could also happen....
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Patrick

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Re: How does the satrix indi do so well?
« Reply #59 on: January 15, 2016, 11:12:49 am »
So what were the top performing unit trusts over the last 10 years: http://www.moneyweb.co.za/investing/unit-trusts/sas-top-unit-trusts-over-the-last-ten-years/
SIM Industrial Fund R 20.79%
Coronation Industrial Fund 20.17%
36ONE MET Flexible Opportunity Fund A 19.15%
Stanlib Industrial Fund R 18.06%
Investec Property Equity Fund A 17.68%

STXIND over the same period? 20.91%. Not one unit trust in South Africa beat the indi. So more effort = less returns. All the stats I have show that 80% of fund managers can't beat an index globally, but they're generally 3 or 5 year stats. I'd love to see some 10 year plus stats for the world market. I suspect over time the number of losing managers will grow.
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