ETF Single

< Back

Satrix SWIX Top 40 ETF

About Satrix SWIX Top 40 ETF

This ETF seeks to provide investors with income and capital growth in the medium to long term by tracking the FTSE/JSE Shareholder Weighted Top 40 Index as closely as possible. The index includes the largest 40 companies listed on the JSE, ranked by SWIX net market cap. SWIX stands for Shareholder Weighted Index and refers to the proportion of the company's shares held on the South African share register. Distributions are made quarterly.

What's been happening to undefined in the market

1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
Zoom Level
- 1M
- 3M
- 6M
- 1Y
- MAX

Pricing

*last updated 30 September, 2025

FUND SIZE	TER
R 580 454 833	0.38

Current Prices Prices update end of day

Last Price

Buying At

Selling At

Buying and selling prices are available on the investment platform. Login here

How the pricing works

ETF Information

ETF Data
Fund Type	ETF	Inception Date	2006-04-10
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	0.38
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	2006-04-10
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	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 30 September, 2025

Timeline	%
1 Week	1.47%
1 Month	7.78%
3 Months	14.48%
6 Months	24.81%
1 Year	31.76%
3 Years	22.29%
5 Years	16.29%
10 Years	9.33%
YTD	36.56%

Risk

*last updated 29 September, 2025

Daily Risk
3 Years Absolute Return	83.23
3 Years Maximum Drawdown	12.6
5 Years Absolute Return	110.8
5 Years Maximum Drawdown	15.72
Monthly Risk
3 Years Sharpe	3.34
3 Years Sortino	1.69
3 Years Standard Deviation	13.37
5 Years Sharpe	2.36
5 Years Sortino	1.11
5 Years Standard Deviation	12.74

Fees

ETF Data
Annual Management Fee	0.757
Performance Fee	0.45
TER	0.38
Transaction Cost	0.04

Dividends

ETF Data
Last Payable Date	2024-10-21
Last Payable Amount	11.79c
Next Payable Date
Next Payable Amount	TBD

Fact Sheet Download Fact Sheet

More information and Research on this ETF View Info

Visit the ETF company website Visit Website

Trading Statistics on EasyEquities

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

Age Group

Age	Count
0-17	411
35-54	3384
55+	583

Buying

Buy For	Count
Day	7
Month	2455
Year	34778

Selling

Sell For	Count
Day	n/a
Month	27
Year	960

Age Groups

0-17 411

18-34 4632

35-54 3384

55+ 583