Why Choose Us for Your Investment Portfolio?
At Index Solutions, we understand that building long-term wealth is a journey—one that requires time, patience, and thoughtful strategy. Just as you invest in your future through hard work and commitment, we invest your savings with the same care, discipline, and integrity as we would our own. Our goal is to help you stay focused on what truly matters, while confidently looking forward to the rewards your efforts will bring.
With over a decade of expertise in managing multi-asset exchange-traded fund (ETF) portfolios, we harness advanced technology and data-driven strategies to build well-diversified, cost-effective investment solutions. While market performance can vary, our disciplined approach and consistent process are designed to help you achieve strong, long-term outcomes. Our track record reflects our commitment to excellence—giving you the confidence to invest with peace of mind.
Proven Performance
Our ETF portfolios 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
Despite actively managing your investments, our fees are aligned with ETF fund managers. By leveraging modern technology and streamlined operations, we deliver value without compromising on service.
Investment Security
ETFs are structured as Collective Investment Schemes, which means the underlying assets are held separately from the assets of the fund manager or issuer. This legal separation ensures an added layer of security.
Our Products
We offer a choice of three managed ETF portfolios, each aligned to a different risk profile.
01
Defensive Portfolio
For investors seeking a low-risk approach.
This portfolio provides conservative yet diversified exposure to domestic and global equity, fixed income, real estate, and money market ETFs.
Complies with Regulation 28 of the Pension Funds Act.
02
Balanced Portfolio
For investors seeking a balanced approach.
This portfolio provides balanced yet diversified exposure to domestic and global equity, fixed income, real estate, and money market ETFs.
Complies with Regulation 28 of the Pension Funds Act.
03
Worldwide Growth Portfolio
For investors seeking aggressive growth.
This portfolio provides aggressive yet diversified exposure to a wide range of global equity, fixed income, and real estate ETFs.
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 portfolios 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.
Latest insights from the Portfolio Manager
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.