| FUND SIZE | TER |
|---|---|
| R 1 589 826 240 | 0.42 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2007-08-29 |
| Asset Class | Equity | Index Tracked | FTSE/JSE Dividend Plus Index which represents 30 companies from the Top 40 and Mid Cap 60 indices that are expected to pay the best normal dividends over the forthcoming year |
| Geo Focus | South Africa | Index Weighting | Dividend |
| Fund Strategy | Blend | Fund Expense Ratio | 0.42 |
| 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 | 2007-08-29 |
| Asset Class | Equity |
| Index Tracked | FTSE/JSE Dividend Plus Index which represents 30 companies from the Top 40 and Mid Cap 60 indices that are expected to pay the best normal dividends over the forthcoming year |
| Geo Focus | South Africa |
| Index Weighting | Dividend |
| 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 | -0.36% |
| 1 Month | -0.94% |
| 3 Months | -4.34% |
| 6 Months | -4.75% |
| 1 Year | 9.09% |
| 3 Years | -2.92% |
| 5 Years | 17.88% |
| 10 Years | 6.09% |
| YTD | -3.72% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | -7.65 |
| 3 Years Maximum Drawdown | 21.76 |
| 5 Years Absolute Return | 121.45 |
| 5 Years Maximum Drawdown | 22.79 |
| Monthly Risk | |
| 3 Years Sharpe | -2.01 |
| 3 Years Sortino | -0.68 |
| 3 Years Standard Deviation | 14.7 |
| 5 Years Sharpe | 1.14 |
| 5 Years Sortino | 0.46 |
| 5 Years Standard Deviation | 19.04 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.757 |
| Performance Fee | 0.45 |
| TER | 0.42 |
| Transaction Cost | 0.2 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 3.75c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 1612 |
| 35-54 | 11917 |
| 55+ | 1710 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 5471 |
| Year | 128091 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 225 |
| Year | 4426 |
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