How to invest in South Africa using ETFs
How do I invest in South African stocks?
The easiest way to invest in the whole South African stock market is to invest in a broad market index. This can be done at low cost by using ETFs.
On the South African stock market you'll find 1 index which is tracked by ETFs.
Alternatively, you may invest in indices on Africa.
Rendimiento de las acciones South African (MSCI South Africa Capped)
Índices en comparación
Los mejores índices para ETF sobre South Africa
Para una inversión en la bolsa South African, existe 1 índice disponible que es seguido por 1 ETF. En el índice MSCI South Africa Capped hay 1 ETF. El ratio de gastos totales (TER) de los ETFs sobre este índice está en torno al 0,65% p.a..
| Índice | Enfoque de inversión | Número de ETF | Número de componentes | Descripción breve |
|---|---|---|---|---|
MSCI South Africa Capped | Sudáfrica | 1 ETF | 37 (30/11/22) | The MSCI South Africa Capped index tracks large and mid cap South African stocks. The weight of the largest constituent is constrained to 33% and the weights of all other constituents are constrained to a maximum of 18%. Ficha técnica del índice |
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| iShares MSCI South Africa UCITS ETFIE00B52XQP83 | 154 | 0,65% p.a. | Acumulación | Irlanda | Replicación física perfecta |
| Índice | 1 mes en % | 3 meses en % | 6 meses en % | 1 año en % | 3 años en % | |
|---|---|---|---|---|---|---|
| MSCI South Africa Capped | 0,26% | 7,00% | 21,44% | 32,07% | 22,60% |
| Índice | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| MSCI South Africa Capped | 19,85% | -1,86% | 1,83% | 12,63% | -11,76% |
Fuente: justETF.com; a 31/10/24; cálculos en Euros basados en el mayor ETF del índice respectivo.
Los mejores ETFs de South Africa
por rentabilidad a 1 año
| 1 | iShares MSCI South Africa UCITS ETF | 32,07% |
Los ETFs de South Africa más baratos
por ratio de gastos totales (TER)
| 1 | iShares MSCI South Africa UCITS ETF | 0,65% p.a. |
Alternative indices with a large share of South Africa
Besides South Africa ETFs you may consider ETFs on the African stock market or emerging markets. In total, you can invest in 2 Africa indices, which are tracked by 2 ETFs. El ratio de gastos totales (TER) de los ETFs que siguen valores de Africa or emerging markets está entre el 0,65% p.a. y el 0,85% p.a..
| Índice | Enfoque de inversión | Número de ETF | Número de componentes | Descripción breve |
|---|---|---|---|---|
| MSCI Emerging and Frontier (EFM) Africa Top 50 Capped | África South Africa: 68,66% (30/11/2022) | 1 ETF | 50 | The MSCI Emerging and Frontier (EFM) Africa Top 50 Capped index tracks the 50 largest companies from emerging and frontier markets in Africa. The share of single countries and companies is limited. Ficha técnica del índice |
| SGI Pan Africa | África South Africa: 34,83% (30/11/2022) | 1 ETF | 30 | The SGI Pan Africa index tracks 30 large stocks listed in Africa or predominantly exploring African assets. The index is equally exposed to three zones with the largest constituents capped at 10%: South Africa, Northern Africa including Morocco, Egypt and Sub-Sahara excluding South-Africa. Ficha técnica del índice |
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| Amundi Pan Africa UCITS ETF AccLU1287022708 | 34 | 0,85% p.a. | Acumulación | Luxemburgo | Swap sin fondos | |
| Xtrackers MSCI EFM Africa Top 50 Capped Swap UCITS ETF 1CLU0592217524 | 31 | 0,65% p.a. | Acumulación | Luxemburgo | Swap sin fondos |
| Índice | 1 mes en % | 3 meses en % | 6 meses en % | 1 año en % | 3 años en % | |
|---|---|---|---|---|---|---|
| SGI Pan Africa | -1,58% | 3,54% | 10,69% | 16,94% | 5,52% | |
| MSCI Emerging and Frontier (EFM) Africa Top 50 Capped | -1,02% | 4,48% | 15,75% | 17,98% | -2,31% |
| Índice | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| MSCI Emerging and Frontier (EFM) Africa Top 50 Capped | 10,10% | -4,81% | -7,59% | 13,68% | -16,80% | |
| SGI Pan Africa | 12,32% | 1,26% | -7,51% | 9,12% | -6,58% |
Fuente: justETF.com; a 31/10/24; cálculos en Euros basados en el mayor ETF del índice respectivo.