We believe successful investing is achieved through patience, discipline, and a steadfast focus on the long term. Wealth is built over years, not months, by maintaining conviction through both opportunities and uncertainty.
With more than a decade of experience managing multi-asset ETF and index based solutions, we use technology-driven, data-informed strategies to construct diversified, cost-effective funds and portfolios designed to help investors achieve strong long-term outcomes. Our consistent investment process and proven track record provide the confidence and peace of mind needed to stay focused on building lasting wealth.
Proven Performance
Our investment solutions have delivered strong long-term results, outperforming their benchmarks over most time periods. This demonstrates the strength of our disciplined, quantitative, and diversified investment approach.
Low Fees
By using index-based investment strategies supported by advanced technology, we are able to deliver efficient investment solutions while keeping costs low.
Investment Security
In South Africa, Collective Investment Schemes are legally structured to ensure that the underlying assets are held separately from those of the fund manager providing investors with an additional layer of protection.
Our Products
We offer managed investment solutions, each aligned to a different risk profile.
01
Balanced Unit Trust Fund
Designed for investors seeking a balanced investment solution, this unit trust fund combines a carefully selected blend of leading domestic and global ETFs across equities, fixed income, listed property and money market assets. Rather than having to choose and manage individual ETFs, investors gain access to a professionally constructed, diversified portfolio through a single investment.
The fund is fully compliant with Regulation 28 of the Pension Funds Act.
02
Balanced ETF Segregated Portfolio
Designed for investors seeking a balanced investment solution, this segregated ETF portfolio combines a carefully selected blend of leading domestic and global ETFs across equities, fixed income, listed property and money market assets. Rather than selecting and managing individual ETFs themselves, investors benefit from a professionally constructed, diversified portfolio that provides broad market exposure through a single investment solution.
The fund is fully compliant with Regulation 28 of the Pension Funds Act.
03
Worldwide Growth ETF Segregated Portfolio
Designed for investors seeking long-term capital growth, this segregated worldwide ETF portfolio combines a carefully selected blend of leading global ETFs across equities, fixed income and listed real estate. Rather than selecting and managing individual ETFs themselves, investors benefit from a professionally constructed, globally diversified portfolio designed to maximise growth potential.
Ideal for discretionary savings and investments.
Our Services
The key to your investment security is in our service suite.
01
Investment Portfolio Management
Invest with us for expertly managed, ETF-focused investment solutions that prioritize diversification, cost-efficiency, and flexibility. Powered by advanced quantitative techniques, we deliver high performance and controlled risk—letting you focus on your goals.
02
Index Selection
Navigating ETFs is complex—fees, tracking, and taxes vary. We simplify it by monitoring and adjusting your portfolio, ensuring strategic, market-aligned investments so you can focus on life’s priorities.
03
Asset Allocation
Successful portfolios start with balanced asset allocation. We optimize returns and manage risks by combining less-correlated, high-return assets, leveraging ETFs’ efficiency, and rebalancing regularly to stay aligned with your goals and capture growth.
our partners
Get investment advice,
a quote, or simply invest direct
At Index Solutions, we believe in the value of proper financial advice. That’s why we make our products available on the Itransact Investment Platform, which partners with a national network of registered independent financial advisers to help you manage your investments. Alternatively, you can invest directly online through Itransact for a seamless, self-directed experience.
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Frequently Asked Questions
Who are Index Solutions?
Index Solutions is Sunstrike Capital (Pty) Ltd trading as Index Solutions. Index Solutions is the rules based asset manager appointed by Itransact to manage your investment. Index Solutions was formed in 2012 to assist South Africans in unlocking wealth by giving them the best chance of investment success at the lowest possible cost.
How safe is my investment?
Your investment is protected by the Fiancial Services Conduct Authority as well as the rules that govern the JSE. You own a portfolio of Exchange Traded Funds which are recognised collective investment schemes. These are protected by the collective investment schemes act; where one important provision is that your assets are ring-fenced, or held separately from the managing company.
What exactly do I own?
You own a portfolio of individual Exchange Traded Funds managed on your behalf.
Can I switch portfolios?
Yes you may switch from one portfolio to a safer or riskier one at anytime. There are no penalties – you only pay the transaction costs or making the change.
What is the difference between money and cash?
In the case of our portfolios the term cash is used to refer to currency in the portfolios account which can be used to purchase securities or be paid out to the investor. The term money is used to denote a security which is, or holds, negotiable interest bearing certificates issued by a bank.
How often are portfolios re-balanced?
Portfolios are usually rebalanced every month throughout the year. Every week every portfolio is inspected. If the portfolio has spare cash to invest by purchasing securities then this is done. The securities are purchase in such a balance as to always move the portfolios closer to the desired proportion of securities (also know as the asset allocation).
Are dividends paid out?
No, they are always re-invested to compound growth and is a large contributor to portfolio growth.
Is this product active?
No. The asset allocation of portfolios hardly varies across time to adjust to market conditions.
How long does it take to get my money out?
It will take about one week or five working days.
Can I stop and start debit orders?
Yes. You can start and stop contributions as often as you like
Are there any penalty fees?
No, but there is a debit order rejection fee of about R110.