| FUND SIZE | TER |
|---|---|
| R 1 657 704 478 | 0.43 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2002-02-08 |
| Asset Class | Equity | Index Tracked | FTSE/JSE Financial 15 Index |
| Geo Focus | South Africa | Index Weighting | Market Cap |
| Fund Strategy | Blend | Fund Expense Ratio | 0.43 |
| Classification | Other Local Equity | 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 | 2002-02-08 |
| Asset Class | Equity |
| Index Tracked | FTSE/JSE Financial 15 Index |
| Geo Focus | South Africa |
| Index Weighting | Market Cap |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Other Local Equity |
| 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 | 3.50% |
| 1 Month | 5.21% |
| 3 Months | 4.62% |
| 6 Months | 9.93% |
| 1 Year | 17.40% |
| 3 Years | 16.21% |
| 5 Years | 21.14% |
| 10 Years | 6.91% |
| YTD | 8.51% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 56.04 |
| 3 Years Maximum Drawdown | 15.68 |
| 5 Years Absolute Return | 160.9 |
| 5 Years Maximum Drawdown | 20.09 |
| Monthly Risk | |
| 3 Years Sharpe | 2.62 |
| 3 Years Sortino | 1.41 |
| 3 Years Standard Deviation | 17.19 |
| 5 Years Sharpe | 2.63 |
| 5 Years Sortino | 1.37 |
| 5 Years Standard Deviation | 20.07 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.757 |
| Performance Fee | 0.45 |
| TER | 0.43 |
| Transaction Cost | 0.01 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 22.97c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 818 |
| 35-54 | 5532 |
| 55+ | 1178 |
| Buy For | Count |
|---|---|
| Day | 2 |
| Month | 11989 |
| Year | 58462 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 351 |
| Year | 6891 |
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