Podcast: Smart Investment with the Satrix Global Balanced Fund of Funds ETF

In a recent episode of the Ghost Stories podcast, host The Finance Ghost welcomed Nico Katzke, Head of Portfolio Solutions at Satrix* to discuss an exciting new investment opportunity: the Satrix Global Balanced Fund of Funds ETF. 

This innovative ETF aims to provide investors with a diversified portfolio that balances risk and return, making it an attractive option for those looking to enhance their investment strategy.

Why Choose the Satrix Global Balanced FoF ETF?

The Satrix Global Balanced FoF ETF offers a strategic mix of global assets, designed to minimise risk and maximise potential returns. With a focus on long-term growth, this fund is ideal for investors seeking a balanced investment that adapts to market fluctuations.

Diversification: A Key Benefit of the Satrix Global Balanced Fund of Funds ETF

One of the standout features of the Satrix Global Balanced FoF ETF is its strategic asset allocation (SAA). By investing in a mix of global assets, including equities, bonds, and real estate, this fund ensures diversification, which reduces risk and maximises the potential for long-term growth. Whether you're a novice investor or a seasoned professional, achieving a diversified investment portfolio is essential for navigating market volatility.

Cost-Effective Investment with a Low Management Fee

The Satrix Global Balanced FoF ETF is designed to be a cost-effective investment option, with a competitive management fee of just 0.35% per annum. This low-cost structure ensures that you retain more of your returns, boosting your net gains over time. It's a great choice for both beginners and experienced investors looking to optimise their investment portfolio without paying high fees.

Launch Date and Accessibility

The Satrix Global Balanced FoF ETF is set to launch on December 4, 2023, with the IPO closing on 25 November 2024.

Who Should Invest?

The Satrix Global Balanced FoF ETFis ideal for investors with a moderate to aggressive risk profile.

Conclusion

Investing in the Satrix Global Balanced FoF ETF is a smart decision for anyone looking to enhance their portfolio with a diversified, low-cost investment option. 

Don’t miss the opportunity to invest in a fund that aligns with your long-term investment strategy and financial goals.
 

Click here to listen.

Disclaimer

*Satrix is a division of Sanlam Investment Management

Satrix Investments (Pty) Ltd is an approved financial service provider in terms of the Financial Advisory and Intermediary Services Act, No 37 of 2002 (“FAIS”). The information above does not constitute financial advice in terms of FAIS. Consult your financial adviser before making an investment decision. While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSP, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaim all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. 

Satrix Managers (RF) (Pty) Ltd (Satrix) is a registered and approved Manager in Collective Investment Schemes in Securities and an authorised financial services provider in terms of the FAIS. Collective investment schemes are generally medium- to long-term investments. With Unit Trusts and ETFs, the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange. ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments / units may go up or down. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document.  A fund of funds portfolio is a portfolio that invests in portfolios of collective investment schemes that levy their own charges, which could result in a higher fee structure for the fund of funds. International investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk as well as potential limitations on the availability of market information.

For more information, visit https://satrix.co.za/products