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Satrix S&P 500

About Satrix S&P 500

The Satrix S&P 500 Feeder Portfolio provides an investment vehicle for investors wishing to track the movement of the S&P 500 Index by investing in the iShares Core S&P 500 UCITS ETF (“underlying fund”) securities.

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 25 March, 2025

FUND SIZE	TER
R 9 131 399 269	0.25

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	2017-07-25
Asset Class	Equity	Index Tracked	S&P 500 Index
Geo Focus	U.S.	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.25
Classification	International Equity ETFs	Institution	Satrix
Broad Classification	Equity	Risk Profile	Aggressive
Domestic/Foreign	Foreign	Actively Managed	N
Available In TFSA Account	YES	JSE Code	undefined
Dividends	None	Dividend Frequency	N/A

ETF Data
Fund Type	ETF
Inception Date	2017-07-25
Asset Class	Equity
Index Tracked	S&P 500 Index
Geo Focus	U.S.
Index Weighting	Market Cap
Fund Strategy	Blend
Fund Expense Ratio	n/a
Classification	International Equity ETFs
Institution	Satrix
Broad Classification	Equity
Risk Profile	Aggressive
Domestic/Foreign	Foreign
Actively Managed	N
Available In TFSA Account	YES
Dividends	n/a
Dividend Frequency	N/A
JSE Code	undefined

Performance

*last updated 24 March, 2025

Timeline	%
1 Week	2.21%
1 Month	-4.45%
3 Months	-6.94%
6 Months	6.48%
1 Year	6.55%
3 Years	18.15%
5 Years	20.90%
10 Years	%
YTD	-5.31%

Risk

*last updated 25 March, 2025

Daily Risk
3 Years Absolute Return	64.25
3 Years Maximum Drawdown	14.54
5 Years Absolute Return	155.3
5 Years Maximum Drawdown	22.75
Monthly Risk
3 Years Sharpe	2.94
3 Years Sortino	1.64
3 Years Standard Deviation	15.55
5 Years Sharpe	3.27
5 Years Sortino	1.77
5 Years Standard Deviation	15.93

Fees

ETF Data
Annual Management Fee	0.15
Performance Fee	n/a
TER	0.25
Transaction Cost	n/a

Dividends

ETF Data
Last Payable Date	n/a
Last Payable Amount	n/a
Next Payable Date
Next Payable Amount	n/a

Fact Sheet Download Fact Sheet

More information and Research on this ETF View Info

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Trading Statistics on EasyEquities

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

Age Group

Age	Count
0-17	4685
35-54	17790
55+	3895

Buying

Buy For	Count
Day	n/a
Month	21329
Year	204619

Selling

Sell For	Count
Day	n/a
Month	89
Year	43930

Age Groups

0-17 4685

18-34 25592

35-54 17790

55+ 3895