A new era in investing
Actively Managed ETFs (AMETFs)
Actively Managed ETFs are a modern investment approach that combines the benefits of active management with the flexibility and cost-effectiveness of traditional ETFs. Unlike traditional ETFs that passively track an index, AMETFs allow fund managers to make active decisions on security selection, with the goal of outperforming the market.
Meet the 27four AMETFs
Large-cap stocks
Invest in South Africa’s most established and influential companies, backing the powerhouses driving our economy forward. Stocks are selected from the top 80 companies on the JSE, based on market capitalisation and trading volume, with the goal of generating long-term capital growth while minimising risk through investment in large-cap equities.
Diversified strategy, multi-factor investing
This AMETF applies data-driven strategies to optimise performance by selecting liquid companies on the JSE, based on market capitalisation and trading volume. Using key factors such as quality, value, growth, momentum, low risk, and machine learning, the portfolio aims to maximise returns while managing risk.
Global diversification, multi-factor strategy
This AMETF applies a sophisticated multi-factor strategy to select liquid offshore companies listed on developed global exchanges, focusing on the top 150-200 companies by market capitalisation, per the MSCI World Index. By investing primarily in financially sound shares, the portfolio aims to provide optimal returns with lower volatility, ensuring capital growth across diversified global sectors.
Global ethical investments
This Shari’ah-compliant AMETF aims to achieve capital growth with a reasonable level of income through investments in the global equity market. The portfolio focuses on securities listed on major global exchanges, approved by the Shari’ah Advisory Committee, ensuring that all investments adhere to ethical investing principles.
What are the benefits of AMETFs?
AMETFs typically have lower fees compared to actively managed unit trusts, while still providing professional fund management.
Unlike passive ETFs, AMETFs aim to outperform the market by taking advantage of market opportunities.
AMETFs disclose their holdings more frequently than traditional unit trusts, giving investors clearer insights into where their money is invested.
AMETFs trade on the stock exchange, allowing investors to easily buy and sell them through their stockbroker at market prices throughout the day, offering flexibility and professional fund management.
AMETFs are governed by the CISCA legislative framework and thus regulated by the FSCA, ensuring they meet strict industry standards and compliance requirements for investor protection.
How to invest in 27four AMETFs?
You can invest in a 27four AMETF through your stockbroker, financial advisor, or by reaching out to a 27four representative for assistance.