| FUND SIZE | TER |
|---|---|
| R 92 524 928 | 0.51 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2018-03-26 |
| Asset Class | Equity | Index Tracked | Absa Wits Risk-Controlled SA Value Index |
| Geo Focus | South Africa | Index Weighting | Equal Risk Contribution |
| Fund Strategy | Blend | Fund Expense Ratio | 0.51 |
| Classification | Other Local Equity | Institution | Satrix |
| Broad Classification | Equity | Risk Profile | n/a |
| Domestic/Foreign | Domestic | Actively Managed | N |
| Available In TFSA Account | YES | JSE Code | undefined |
| Dividends | Reinvests Dividends | Dividend Frequency | Mar, Jun, Sep & Dec |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2018-03-26 |
| Asset Class | Equity |
| Index Tracked | Absa Wits Risk-Controlled SA Value Index |
| Geo Focus | South Africa |
| Index Weighting | Equal Risk Contribution |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Other Local Equity |
| Institution | Satrix |
| Broad Classification | Equity |
| Risk Profile | n/a |
| 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 | 1.50% |
| 1 Month | 4.71% |
| 3 Months | 11.26% |
| 6 Months | 15.37% |
| 1 Year | 25.18% |
| 3 Years | 14.31% |
| 5 Years | 20.30% |
| 10 Years | % |
| YTD | 21.17% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 48.94 |
| 3 Years Maximum Drawdown | 10.53 |
| 5 Years Absolute Return | 151.98 |
| 5 Years Maximum Drawdown | 11.67 |
| Monthly Risk | |
| 3 Years Sharpe | 3.02 |
| 3 Years Sortino | 1.37 |
| 3 Years Standard Deviation | 10.93 |
| 5 Years Sharpe | 3.85 |
| 5 Years Sortino | 1.92 |
| 5 Years Standard Deviation | 12.77 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.51 |
| Performance Fee | n/a |
| TER | 0.51 |
| Transaction Cost | 0.35 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 18.74c |
| Next Payable Date | |
| Next Payable Amount | n/a |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 112 |
| 35-54 | 1028 |
| 55+ | 284 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 1308 |
| Year | 6672 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | 47 |
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