Comprehensive Online Financial Advice - South Africa

Exchange Traded Funds (ETFs) - Itransact Platform

Itransact's role is to make the market simple for investors by bringing together Exchange Traded Funds (ETFs) from a wide range of leading ETF providers.

Itransact is Automated Outsourcing Services (Pty) Ltd, (AOS) a licensed administrative financial services provider.

Listed ETFs on one platform:

• ABSA Capital ETFs
• db x-trackers ETFs
• Proptrax ETF
• Nedbank - BettaBeta ETF
• RMB ETFs
• Stanlib ETFs
• and more...

Exchange Traded Funds Retirement Annuities (RA's) - ETF RA's

Don’t let the cost of investing cost you your retirement.

Introducing the new generation, low-cost, Exchange Traded Fund (ETF) Retirement Annuity (RA) from Itransact.
• Our retirement annuity uses passively-managed, low cost Exchange Traded Funds (ETFs) to fulfil the asset allocation limits prescribed by Regulation 28 of the Pension Funds Act.
• Using passively-managed ETFs in a retirement annuity eliminates many of the risks, complexities and costs associated with active management.
• Passive management makes no attempt to beat the market; it merely provides the return of the market – no more, no less – resulting in lower costs. Actively-managed funds try to beat their benchmarks by distinguishing “attractive” from “unattractive” securities, predicting prices and attempting to time markets and sectors. This requires a high level of skill, which comes at a price, resulting in higher costs.
• Overwhelming evidence suggests that passive investment strategies outperform most active investment strategies over the long term – mainly because of their lower costs.

Tax Free Savings Accounts (TFSA)
Satrix now offers tax free savings accounts across its comprehensive fund range

What does this mean?

• The returns or growth you earn on your investments are completely tax free.
• Tax free investments give you flexibility, as you don’t have to commit to any future contributions. You can contribute a lump sum or regular amounts
• You can invest up to R30 000 in one tax year and R500 000 in total over your lifetime.
• You have flexible access to your investment and there are no exit penalties.
• Tax free investments only apply to new investments.

Satrix Exchange Traded Funds (ETFs)

Satrix lets you own the performance of the JSE's top blue chip companies with a single transaction at lower costs

• Satrix TOP40 (top40)
  (Top 40 listed companies index)
  
• Satrix INDI25 (indi)
  (Top 25 listed industrial companies index)
  
• Satrix FINI15 (fini)
  (Top 15 listed financial companies index)
  
• Satrix Swix Top 40 (swix)
  (Less volatile Basket of Top 40 Shares)
  
• Satrix Resi (resi)
  (Major 20 resource companies listed on the JSE)
  
• Satrix Dividend Plus (divi)
  (Top 30 companies paying higher than average dividends)
• Satrix RAFI 40 (rafi)
  (selects companies on the basis of an indexing method)