| FUND SIZE | TER |
|---|---|
| R 14 517 375 993 | 0.1 |
| 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 |
| Timeline | % |
|---|---|
| 1 Week | -1.88% |
| 1 Month | -2.75% |
| 3 Months | 3.63% |
| 6 Months | 6.12% |
| 1 Year | 19.11% |
| 3 Years | 9.99% |
| 5 Years | 12.35% |
| 10 Years | 8.57% |
| YTD | 10.76% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 32.62 |
| 3 Years Maximum Drawdown | 17.11 |
| 5 Years Absolute Return | 79.04 |
| 5 Years Maximum Drawdown | 34.43 |
| Monthly Risk | |
| 3 Years Sharpe | 1.37 |
| 3 Years Sortino | 0.65 |
| 3 Years Standard Deviation | 15.24 |
| 5 Years Sharpe | 1.56 |
| 5 Years Sortino | 0.73 |
| 5 Years Standard Deviation | 16.62 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.069 |
| Performance Fee | 0.45 |
| TER | 0.1 |
| Transaction Cost | 0.07 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 69.79c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 4520 |
| 35-54 | 24252 |
| 55+ | 3911 |
| Buy For | Count |
|---|---|
| Day | 11 |
| Month | 74164 |
| Year | 481075 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 1759 |
| Year | 11854 |
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