| FUND SIZE | TER |
|---|---|
| R 4 576 867 588 | 0.29 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2010-10-18 |
| Asset Class | Equity | Index Tracked | Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half |
| Geo Focus | South Africa | Index Weighting | Market Cap |
| Fund Strategy | Blend | Fund Expense Ratio | 0.29 |
| Classification | Top 40 Equity ETF | Institution | 1nvest |
| Broad Classification | Equity | Risk Profile | Aggressive |
| Domestic/Foreign | Domestic | Actively Managed | N |
| Available In TFSA Account | YES | JSE Code | ETFSWX |
| Dividends | Pays Dividends | Dividend Frequency | Quarterly |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2010-10-18 |
| Asset Class | Equity |
| Index Tracked | Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half |
| Geo Focus | South Africa |
| Index Weighting | Market Cap |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Top 40 Equity ETF |
| Institution | 1nvest |
| 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 | ETFSWX |
| Timeline | % |
|---|---|
| 1 Week | -2.73% |
| 1 Month | 1.47% |
| 3 Months | 6.49% |
| 6 Months | 14.04% |
| 1 Year | 11.59% |
| 3 Years | 8.50% |
| 5 Years | 8.85% |
| 10 Years | 5.86% |
| YTD | 7.53% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 27.91 |
| 3 Years Maximum Drawdown | 15.49 |
| 5 Years Absolute Return | 52.83 |
| 5 Years Maximum Drawdown | 35.1 |
| Monthly Risk | |
| 3 Years Sharpe | 0.79 |
| 3 Years Sortino | 0.34 |
| 3 Years Standard Deviation | 14.08 |
| 5 Years Sharpe | 0.91 |
| 5 Years Sortino | 0.4 |
| 5 Years Standard Deviation | 15.86 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.288 |
| Performance Fee | n/a |
| TER | 0.29 |
| Transaction Cost | 0.05 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-07-29 |
| Last Payable Amount | 13.94c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 51 |
| 35-54 | 578 |
| 55+ | 110 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 117 |
| Year | 1918 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | n/a |
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