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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 19 November, 2024

FUND SIZE	TER
R 7 693 729 244	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 19 November, 2024

Timeline	%
1 Week	-1.56%
1 Month	3.67%
3 Months	7.40%
6 Months	11.29%
1 Year	30.02%
3 Years	14.39%
5 Years	19.72%
10 Years	%
YTD	23.38%

Risk

*last updated 19 November, 2024

Daily Risk
3 Years Absolute Return	49.69
3 Years Maximum Drawdown	22.75
5 Years Absolute Return	145.89
5 Years Maximum Drawdown	22.75
Monthly Risk
3 Years Sharpe	1.77
3 Years Sortino	0.89
3 Years Standard Deviation	16.37
5 Years Sharpe	2.81
5 Years Sortino	1.47
5 Years Standard Deviation	16.23

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

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Age Group

Age	Count
0-17	4054
35-54	15735
55+	3454

Buying

Buy For	Count
Day	32
Month	16574
Year	184764

Selling

Sell For	Count
Day	n/a
Month	97
Year	39750

Age Groups

0-17 4054

18-34 23097

35-54 15735

55+ 3454