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Satrix 40 ETF

About Satrix 40 ETF

The Satrix 40 ETF tracks the performance of the FTSE/JSE Top 40 index which includes the 40 largest companies on the JSE, ranked by investable market cap. The ETF aims to accurately replicate the index by holding all constituents in the exact index weighting. Distributions are made quarterly.

What's been happening to STX40 in the market

1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
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- 6M
- 1Y
- MAX

Pricing

*last updated 29 April, 2024

FUND SIZE	TER
R 13 435 887 320	0.1

Current Prices Prices update end of day

Last Price

Buying At

Selling At

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How the pricing works

ETF Information

ETF Data
Fund Type	ETF	Inception Date	2000-11-27
Asset Class	Equity	Index Tracked	FTSE/JSE Top 40
Geo Focus	South Africa	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.1
Classification	Top 40 Equity ETF	Institution	Satrix
Broad Classification	Equity	Risk Profile	Aggressive
Domestic/Foreign	Domestic	Actively Managed	N
Available In TFSA Account	YES	JSE Code	STX40
Dividends	Pays Dividends	Dividend Frequency	Quarterly

ETF Data
Fund Type	ETF
Inception Date	2000-11-27
Asset Class	Equity
Index Tracked	FTSE/JSE Top 40
Geo Focus	South Africa
Index Weighting	Market Cap
Fund Strategy	Blend
Fund Expense Ratio	n/a
Classification	Top 40 Equity ETF
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	STX40

Performance

*last updated 29 April, 2024

Timeline	%
1 Week	4.23%
1 Month	3.81%
3 Months	5.23%
6 Months	12.27%
1 Year	0.46%
3 Years	8.69%
5 Years	9.79%
10 Years	8.04%
YTD	1.42%

Risk

*last updated 29 April, 2024

Daily Risk
3 Years Absolute Return	28.41
3 Years Maximum Drawdown	17.11
5 Years Absolute Return	59.49
5 Years Maximum Drawdown	34.43
Monthly Risk
3 Years Sharpe	0.35
3 Years Sortino	0.16
3 Years Standard Deviation	15.45
5 Years Sharpe	0.93
5 Years Sortino	0.43
5 Years Standard Deviation	17

Fees

ETF Data
Annual Management Fee	0.069
Performance Fee	0.45
TER	0.1
Transaction Cost	0.06

Dividends

ETF Data
Last Payable Date	2024-04-29
Last Payable Amount	37.31c
Next Payable Date
Next Payable Amount	TBD

Fact Sheet Download Fact Sheet

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Trading Statistics on EasyEquities

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Age Group

Age	Count
0-17	3982
35-54	21718
55+	3334

Buying

Buy For	Count
Day	57
Month	72128
Year	518096

Selling

Sell For	Count
Day	n/a
Month	1615
Year	45184

Age Groups

0-17 3982

18-34 32039

35-54 21718

55+ 3334