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Satrix 40 ETF

About Satrix 40 ETF

The Satrix 40 ETF tracks the performance of the FTSE/JSE Top 40 index which includes the 40 largest companies on the JSE, ranked by investable market cap. The ETF aims to accurately replicate the index by holding all constituents in the exact index weighting. Distributions are made quarterly.

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1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
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Pricing

*last updated 13 December, 2024

FUND SIZE	TER
R 15 213 685 687	0.1

Current Prices Prices update end of day

Last Price

Buying At

Selling At

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ETF Information

ETF Data
Fund Type	ETF	Inception Date	2000-11-27
Asset Class	Equity	Index Tracked	FTSE/JSE Top 40
Geo Focus	South Africa	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.1
Classification	Top 40 Equity ETF	Institution	Satrix
Broad Classification	Equity	Risk Profile	Aggressive
Domestic/Foreign	Domestic	Actively Managed	N
Available In TFSA Account	YES	JSE Code	undefined
Dividends	Pays Dividends	Dividend Frequency	Quarterly

ETF Data
Fund Type	ETF
Inception Date	2000-11-27
Asset Class	Equity
Index Tracked	FTSE/JSE Top 40
Geo Focus	South Africa
Index Weighting	Market Cap
Fund Strategy	Blend
Fund Expense Ratio	n/a
Classification	Top 40 Equity ETF
Institution	Satrix
Broad Classification	Equity
Risk Profile	Aggressive
Domestic/Foreign	Domestic
Actively Managed	N
Available In TFSA Account	YES
Dividends	n/a
Dividend Frequency	Quarterly
JSE Code	undefined

Performance

*last updated 13 December, 2024

Timeline	%
1 Week	0.20%
1 Month	3.70%
3 Months	6.26%
6 Months	13.73%
1 Year	21.67%
3 Years	10.20%
5 Years	12.97%
10 Years	9.63%
YTD	14.85%

Risk

*last updated 13 December, 2024

Daily Risk
3 Years Absolute Return	33.83
3 Years Maximum Drawdown	17.11
5 Years Absolute Return	83.99
5 Years Maximum Drawdown	34.43
Monthly Risk
3 Years Sharpe	0.95
3 Years Sortino	0.45
3 Years Standard Deviation	15.06
5 Years Sharpe	1.58
5 Years Sortino	0.74
5 Years Standard Deviation	16.64

Fees

ETF Data
Annual Management Fee	0.069
Performance Fee	0.45
TER	0.1
Transaction Cost	0.07

Dividends

ETF Data
Last Payable Date	2024-10-21
Last Payable Amount	69.79c
Next Payable Date
Next Payable Amount	TBD

Fact Sheet Download Fact Sheet

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Trading Statistics on EasyEquities

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Age Group

Age	Count
0-17	4540
35-54	24360
55+	3961

Buying

Buy For	Count
Day	38
Month	21609
Year	480034

Selling

Sell For	Count
Day	n/a
Month	714
Year	11896

Age Groups

0-17 4540

18-34 33139

35-54 24360

55+ 3961