Ukutshala imali e-Afrika Ngale ma-ETF aseAfrika

Uluhlu lwe-ETF ye-Afrika

Kwakusetyenziswe ukuba kunjalo, ukuba kwakungekho ezininzi iindlela ze-ETF zokufumana iimarike zaseAfrika. Nangona kunjalo, ngelixa kungekho-mali ejongene ne-Afrika, kukho ezinye i-ETF zokhetho. Ukususela kwiimali zaseMzantsi Afrika, kwi-AFK, ejolise kuyo yonke i -Afrika, kukho iindlela ezahlukeneyo zokunika i-portfolio ukufinyelela kwakho kummandla. Ngoko ke siqale nge-ETF eyaziwayo e-Afrika ...

I-AFK ilandela i-Dow Jones Afrika Titans 50 Index, ejolise kwiinkampani ezifumaneka e-Afrika, zidweliswe kwi-African Stock Exchange, okanye ziqhuba i-50% yezoshishino zazo kummandla. I-AFK igxininisa uluhlu olubanzi lwamacandelo namazwe ase-Afrika, kubandakanywa nokuvezwa kwezinye iimarike zendabuko, ezisezantsi. Kwaye kunye nokulingana kwamalungelo, i-AFK isebenzisa iziphumo ezifana neziphambili, ikusasa, i-swaps kunye nenketho ekunceda ukulandelela inkcazo yokuhambelana.

Ezinye zezona zikhundla eziphezulu kwi-fund kunye neenkcukacha ziNigerean Breweries, iTullow Oil, i-Attijariwafa Bank kunye no-Orascom Construction. Yaye ngokubhekiselele kumlinganiselo wokulinganisela, ukulinganiswa kwelizwe kwi-index lichongiwe ubungakanani bomkhiqizo walo osekhaya.

I-EZA ijolise uMzantsi Afrika ngokulandelelanisa i-Index ye-MSCI yaseMzantsi Afrika, ejolise ekuqinisekisweni okubambisene nomntu kwimarike yokulingana yaseMzantsi Afrika. Ezinye zezinto eziphezulu ziquka i-MTN Group, iSasol LTD kunye neNaspers LTD.

Amanye amacandelo aphezulu amelwe kwiNgxowa-mali yiMali, izinto eziphathekayo, i-Telecommunications kunye neCommunity Discretionary.

I-GAF ijolise i-Afrika kunye neMbindi Mpuma ngokubambisana neS & P Mid-East kunye ne-Afrika BMI Index (STBMMEU). Iquka ezinye zezinto ezifanayo eziphezulu njenge-EZA, kodwa iquka u-Anglogold, iMpala Platinum kunye no-Firstand.

Amanye amacandelo aphezulu achazwe kwi- SPDR yiMali , izinto eziphathekayo, i-Telecommunications kunye noThengi.

I-SZR ngoku ilahlekisiwe, kodwa yayingu- ETF yelizwe langaphandle elithatha iRandi ngokuthelekiswa ne-dollar yase-US. Ezinye zezintlu ziya kubandakanya ezinye izithenkethi ukwenzela ukulingisa imali yangoku kunye neerhafu zemarike-mali kuloo mmandla.

Ngoko ukuba i-Afrika apho ufuna ukufumana khona (utyalo-mali ohlakaniphile), uphinde uphando ngezinye ze-ETF ze-Afrika kwaye ubone ukuba zifanelekile kwipotfoliyo yakho, kodwa luloluhlu lwangoku esinalo ngoku. Nangona kunjalo, qiniseka ukujonga kwakhona ngokuphindaphindiweyo njengoko ndiya kuhlaziya olu luhlu njengoko lufunekayo. Ukuba iimali ezintsha zivunyiwe ndiya kubongeza kuloluhlu, okanye ukuba nayiphi na indawo yokuyeka ukurhweba, ndiya kubasusa kuloluhlu.

Kwaye nangona ezinye zeemali zingaba mnandi, qiniseka ukuba wenze uphando olunzulu ngaphambi kokwenza nayiphi na imisebenzi. Hlola imbali ye-ETF, uqonde ingozi, jonga i-fund kwizenzo uze ubone indlela esabela ngayo kwiimeko ezahlukeneyo zemarike. Kwakhona, jonga izinto ezikhoyo kwiimali ezininzi ze-ETF ezingenakho ukufumana iimveliso ezifana nekamva kunye neendlela. Yaye ukuba unemibuzo okanye uxhalaba, qiniseka ukuba udibanise nochwepheshe bezezimali, njengomthengisi okanye umcebisi.

Nangona kunjalo, xa ukhululekile ngala ma-ETF aseAfrika, ngoko kuphela umcimbi wokubiza umthengisi wakho (ngaphandle kokuba uthengise inthanethi). Kwaye xa uyenzela ukhetho lwakho, ke inhlanhla yakho yonke imisebenzi yakho.

+ UMarko Kennedy