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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What's been happening to STX40 in the market

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Pricing

*last updated 21 May, 2024
FUND SIZE TER
R 14 017 928 011 0.1

Current Prices Prices update end of day

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Buying 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 STX40
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 STX40

Performance

*last updated 21 May, 2024
Timeline %
1 Week 1.51%
1 Month 9.11%
3 Months 12.10%
6 Months 9.64%
1 Year 4.23%
3 Years 11.04%
5 Years 11.99%
10 Years 8.33%
YTD 5.89%

Risk

*last updated 21 May, 2024
Daily Risk
3 Years Absolute Return 36.92
3 Years Maximum Drawdown 17.11
5 Years Absolute Return 76.18
5 Years Maximum Drawdown 34.43
Monthly Risk
3 Years Sharpe 0.56
3 Years Sortino 0.26
3 Years Standard Deviation 15.5
5 Years Sharpe 0.89
5 Years Sortino 0.41
5 Years Standard Deviation 16.95

Fees

ETF Data
Annual Management Fee 0.069
Performance Fee 0.45
TER 0.1
Transaction Cost 0.06

Dividends

 
ETF Data
Last Payable Date 2024-04-29
Last Payable Amount 37.31c
Next Payable Date
Next Payable Amount TBD
More information and Research on this ETF View Info
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Trading Statistics on EasyEquities

See below for what our other EasyEquities users think of this ETF.

Age Group

Age Count
0-17 4033
35-54 22071
55+ 3385

Buying

Buy For Count
Day 30
Month 72093
Year 488571

Selling

Sell For Count
Day n/a
Month 1680
Year 45250

Age Groups

0-17 4033
18-34 32390
35-54 22071
55+ 3385