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THE SOUTH AFRICAN INDEX INVESTOR |
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“Greater rewards, lower costs” |
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POLL RESULTS |
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Q: Why would you invest in index funds?
64% said because of low investment costs
25% said because outperformance by active managers is not certain
11% said because index products are easy to understand. |
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Q: When would index investing be an appropriate investment strategy?
65% said in bull markets only
33% said always
2% said never
0% said in bear markets only |
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Q: Which of the following index strategies do you prefer?
52% said broadly-diversified
4% said sector-specific
35% said enhanced or thematic (value, dividend, fundamental)
9% said all of the above |
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Q: I use actively-managed funds because
40% said they perform better than their benchmarks
28% said they prefer a manager to be in charge irrespective of performance or fees
20% said they complement my index-based investments
12% said they don’t like index funds |
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Q: When making investment decisions, I predominantly
78% said they consult with investment advisors/experts
4% said they seek the advice of friends/relatives
18% said they follow their gut feeling
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