Satrix Inclusion and Diversity ETF

All empowered
#inclusionanddiversity


Satrix Inclusion and Diversity ETF – IPO open

Diverse teams tend to base their decisions on a wider set of considerations and ideas; they are usually more creative; and they are often more responsive to change.

‘Think of the most innovative companies. e.g. Google and Apple. Ever wonder why they are so innovative? One reason they, themselves, point to is their diverse employee base.’ – James McKim

Satrix has been rolling obstacles out of the way for decades, so that everyone can enjoy access to the market. We want to take it a step further, and give investors access to listed companies on the JSE that are champions of change and the inclusion of all our diverse South African people.

Enter the Satrix Inclusion and Diversity (I&D) ETF, South Africa’s first and only inclusion & diversity ETF. Developed with Refinitiv, the index ranks JSE-listed companies according to key metrics, along with specific transformation metrics unique to South Africa, to create a one-of-a-kind ETF of South Africa’s most inclusive and diverse organisations.

A conscious investment product for all. Now investors can own more than the market – they can own the change they want to see on the JSE.

Want to know more about the Satrix Inclusion and Diversity ETF?

IPO – What you need to know

What is an IPO?
An IPO is an initial public offering by a company or an ETF that is about to list on a stock exchange. The IPO for the new Satrix Inclusion and Diversity ETF is an invitation to investors to buy the new ETF before it starts trading on the JSE. The IPO will be open from Tuesday 20 July until Thursday 29 July 2021.

Why join the IPO?
Investors who participate in the IPO will pay no brokerage and trading fees on the initial investment, and no bid-offer spread applies. They will participate in the performance of the ETF from the first day it trades on the Johannesburg Stock Exchange. The anticipated JSE listing date is Wednesday, 11 August 2021.

How to take part in this Satrix IPO

Existing clients can take part in the IPO via SatrixNOW:

To participate in the IPO on SatrixNOW, login and select ‘New Listings’ from the top left menu. Remember to ensure sufficient ‘Available Funds’ for your IPO application.

Not yet a client?

Do you buy ETFs via another trading platform or your stockbroker?
If you already have a trading platform or stockbroker account, you can contact your broker directly about this IPO. Keep in mind that your broker’s cut-off time for this IPO might be different from Satrix’s.

ALL EMPOWERED
DIVERSITY MATTERS. INCLUSION WINS.

23 July 2021

Andile Khumalo will host a discussion with inclusion and diversity champions and the Satrix team covering:

  • what it means to be an inclusive organisation
  • what transpires if organisations resist change
  • why investors do better investing in the companies that drive change
  • which criteria determine the inclusion of the 30 companies in the Satrix I&D ETF

Speakers

Andile Khumalo

Chief executive officer at KhumaloCo

Andile Khumalo

Andile Khumalo is a seasoned entrepreneur and chartered accountant (SA) with over 20 years of finance and business experience. He is the CEO of an organisation which primarily invests in growth companies operating in Technology, Media and Financial Services. He is the chairman of investee companies Ince and Brave Group and founder of I AM AN ENTREPRENEUR.

Andile started his career at Deloitte and in 2002 he joined Investec as an investment banker after which he started several businesses.

Andile has served in various non-executive roles over the years, including as a member of the Takeover Regulations Panel, a member of the Directorate of Market Abuse, a director of South African Airways, and president of ABASA. His current non-executive roles include serving as chairman of the SANParks Investment Committee; an independent audit committee member at the Amplats Group Provident Fund; an investment committee member at Kisby Fund; a Board member of the Mentor-A-Boy-Child initiative; and a fellow of The Centre for African Management and Markets (CAMM) at The Gordon Institute of Business Science (GIBS).

Duma Mxenge

Business development manager at Satrix

Duma Mxenge

Duma Mxenge

Duma Mxenge joined Satrix in 2016 as a business development manager, where his focus is on business development and relationship management of new and existing clients across all market channels/segments.

Duma started his career in 2005 as an equity analyst trainee at Abvest, where he spent a year. In 2006, he joined Sanlam Investments and over a span of 10 years he fulfilled the roles of an equity analyst, investment product analyst (Product Development), investment specialist and account executive.

Duma holds a B.Com (Hons), FAPM from UCT.

Wendy Luhabe

Social entrepreneur
Chair of WINDE

Wendy Luhabe

Wendy Luhabe

Wendy Luhabe has been a thought leader on female economic empowerment for more than 25 years. She is a serial social entrepreneur, involved in human capital development and mentorship of younger generations. She pioneered the founding of WIPHOLD, South Africa’s first investment company for women; WPEF, SA’s first venture capital company for women; and Women in Infrastructure Development and Energy (WINDE). Wendy has served as a non-executive director/chair of diverse industries since 1992, in companies like Vodacom, IDC, the African Leadership University, IMD in Switzerland and World Rugby.

Wendy received 4 Honorary Doctorates, and an LVO from the Queen of England and holds many Lifetime Achievement Awards, including from the WEF. She was the founding chancellor of the University of Johannesburg and the founding chair for the International Marketing Council. Wendy also authored Defining Moments: Experiences of Black executives in South Africa’s Workplace.

Nene Molefi

Chief executive officer at Mandate Molefi Consultants

Nene Molefi

Nene Molefi is the owner and CEO of Mandate Molefi Consultants – a company that spans over 20 years in the field of Transformation, Diversity, Equity & Inclusion, Culture Change and Leadership Development. Nene is an international speaker and facilitator. She has also conducted work in the Social Justice space and over the last 10 years she has been working with the Judiciary, the Bar Councils of SA and has offered Social Context and Diversity workshops for the nine high courts, the Supreme Court and Constitutional Court of SA. She has also extensively worked with teachers and learners in South African schools.

Her degrees include a B. Social Science from the University of Fort Hare; a Social Science Honours from the University of Cape Town; and a Masters in Leading Change & Innovation from York St John University in the UK.

Nene is the author of the book A Journey of Diversity and Inclusion in South Africa: Guidelines for Leading Inclusively and the co-author of the Global Diversity and Inclusion Benchmarks: Standards around the world. She is also a board member of The Center for Global Inclusion.

Laura Bosch

Engagement specialist at Robeco Sustainability Center

Laura Bosch

Laura Bosch

Laura Bosch is an Engagement Specialist with a focus on human rights and labour rights in global supply chains. Prior to this role she worked as an active ownership analyst, focusing on corporate governance topics and proxy voting analysis. Before joining Robeco, she gained experience in environmental, social and governance (ESG) research, working at the United Nations University and non-profit organisations in Latin America and Asia.

Laura holds a Master’s degree in Public Policy from the United Nations University – Maastricht University and a Bachelor’s degree in Economics from the University of Barcelona.

Elena Philipova

Director of Sustainable Finance at Refinitiv, an LSEG business

Elena Philipova

Elena Philipova is responsible for the ESG business, products and services at Refinitiv, a London Stock Exchange Group business. She has more than 15 years of professional experience in the ESG space. Elena was the Rapporteur for the Benchmarks group of the EU Technical Expert Group (TEG) on Sustainable Finance appointed by the European Commission.

Previously, Elena was the head of Company Content Management at Thomson Reuters, where she led the Global Investing and Advisory Content Management team. Elena worked as head of Data Quality and senior ESG analyst at ASSET4, the ESG data provider acquired by Thomson Reuters in 2009, and started her career as research analyst at Morgan Stanley.

Elena holds an MBA and a BA in Finance and International Business from Stetson University, Florida.

Siyabulela Nomoyi

Portfolio manager at Satrix

Siyabulela Nomoyi

Siyabulela Nomoyi is a quantitative portfolio manager at Satrix, and joined the team in November 2019. He is responsible for the portfolio management of local and international index trackers, factor index products, ETFs and multi-asset funds. His role also spans research and analysis of new and current factor strategies, product development and client engagement.

Prior to joining Satrix, Siyabulela was head of Indexation at Sygnia Asset Management, where he optimised index tracking capabilities in both local and offshore markets in the life, unit trust and ETF space. His investment career started at Taquanta Asset Managers in 2011, where he researched, developed and managed quantitative strategies in the multi-asset, absolute return and smart beta equity product space.

Siyabulela has a joint Honours in Pure Mathematics and Mathematics of Statistics from Rhodes University and holds a Masters of Philosophy in Mathematics of Finance from the University of Cape Town.

AGENDA

Time Topic Speaker
10:30 Opening MC | Andile Khumalo – Chief executive officer at KhumaloCo
10:35 Empowering life changing choices Duma Mxenge – Business development manager at Satrix
10:40 Defining moments on the journey towards inclusion and diversity Wendy Luhabe – Chair of Women in Infrastructure Development and Energy
Author of Defining Moments
11:00 What does it mean to be an inclusive and diverse organisation? Nene Molefi – Chief executive officer at Mandate Molefi Consultants
Author of A Journey of Diversity and Inclusion in South Africa
11:15 Audience poll
11:20 Inside the index: The Refinitiv Satrix South Africa Inclusion & Diversity Index Laura Bosch – Engagement specialist at Robeco Sustainability Center
Elena Philipova – Director of Sustainable Finance at Refinitiv, an LSEG business
Siyabulela Nomoyi – Portfolio manager at Satrix
11:45 Audience Q&A

DISCLAIMER

Satrix Managers (RF) (Pty) Limited is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. A schedule of fees can be obtained from the Manager. This is an equity fund. Maximum fund charges (incl. VAT): Manager initial fee (max.): 0.00%; Manager annual fee (max.): 0.46 %. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.

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 it being listed on the JSE. For more information visit satrix.co.za.

WHO IS SATRIX

We are the leading provider of index-tracking investment products in South Africa, with over R130 billion in assets under management invested in our range of segregated mandates, exchange-traded funds (ETFs) and unit trusts. Satrix pioneered index investing in South Africa, launching our flagship Satrix 40 ETF as the first locally listed ETF in November 2000. For more about Satrix visit satrix.co.za.

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