| FUND SIZE | TER |
|---|---|
| R 2 319 180 845 | 0.24 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2015-05-13 |
| Asset Class | Equity | Index Tracked | S&P South Africa 50 Index, the 50 largest companies on the JSE by float-adjusted market capitalisation |
| Geo Focus | South Africa | Index Weighting | Market Cap |
| Fund Strategy | Blend | Fund Expense Ratio | 0.24 |
| Classification | Other Local Equity | Institution | 10X |
| 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 | Mar, Jun , Sep & Dec |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2015-05-13 |
| Asset Class | Equity |
| Index Tracked | S&P South Africa 50 Index, the 50 largest companies on the JSE by float-adjusted market capitalisation |
| Geo Focus | South Africa |
| Index Weighting | Market Cap |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Other Local Equity |
| Institution | 10X |
| Broad Classification | Equity |
| Risk Profile | Aggressive |
| Domestic/Foreign | Domestic |
| Actively Managed | N |
| Available In TFSA Account | YES |
| Dividends | n/a |
| Dividend Frequency | Mar, Jun , Sep & Dec |
| JSE Code | undefined |
| Timeline | % |
|---|---|
| 1 Week | 0.50% |
| 1 Month | 3.13% |
| 3 Months | 5.16% |
| 6 Months | 11.44% |
| 1 Year | 17.82% |
| 3 Years | 13.19% |
| 5 Years | 17.81% |
| 10 Years | % |
| YTD | 11.77% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 43.97 |
| 3 Years Maximum Drawdown | 11.2 |
| 5 Years Absolute Return | 126.93 |
| 5 Years Maximum Drawdown | 16.05 |
| Monthly Risk | |
| 3 Years Sharpe | 1.51 |
| 3 Years Sortino | 0.7 |
| 3 Years Standard Deviation | 13.9 |
| 5 Years Sharpe | 2.85 |
| 5 Years Sortino | 1.44 |
| 5 Years Standard Deviation | 13.94 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.23 |
| Performance Fee | n/a |
| TER | 0.24 |
| Transaction Cost | 0.09 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 30.44c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 737 |
| 35-54 | 4647 |
| 55+ | 1046 |
| Buy For | Count |
|---|---|
| Day | 1 |
| Month | 3036 |
| Year | 18131 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | 94 |
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