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Satrix SWIX Top 40 ETF

About Satrix SWIX Top 40 ETF

This ETF seeks to provide investors with income and capital growth in the medium to long term by tracking the FTSE/JSE Shareholder Weighted Top 40 Index as closely as possible. The index includes the largest 40 companies listed on the JSE, ranked by SWIX net market cap. SWIX stands for Shareholder Weighted Index and refers to the proportion of the company's shares held on the South African share register. Distributions are made quarterly.

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Pricing

*last updated 29 January, 2025

FUND SIZE	TER
R 426 752 347	0.38

Current Prices Prices update end of day

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Buying At

Selling At

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ETF Information

ETF Data
Fund Type	ETF	Inception Date	2006-04-10
Asset Class	Equity	Index Tracked	Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
Geo Focus	South Africa	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.38
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	undefined
Dividends	Pays Dividends	Dividend Frequency	Quarterly

ETF Data
Fund Type	ETF
Inception Date	2006-04-10
Asset Class	Equity
Index Tracked	Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
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	undefined

Performance

*last updated 29 January, 2025

Timeline	%
1 Week	1.19%
1 Month	1.32%
3 Months	-2.29%
6 Months	5.86%
1 Year	16.93%
3 Years	7.65%
5 Years	9.26%
10 Years	6.23%
YTD	2.41%

Risk

*last updated 29 January, 2025

Daily Risk
3 Years Absolute Return	22.05
3 Years Maximum Drawdown	15.72
5 Years Absolute Return	55.73
5 Years Maximum Drawdown	35.05
Monthly Risk
3 Years Sharpe	0.45
3 Years Sortino	0.19
3 Years Standard Deviation	14.28
5 Years Sharpe	0.76
5 Years Sortino	0.33
5 Years Standard Deviation	15.98

Fees

ETF Data
Annual Management Fee	0.757
Performance Fee	0.45
TER	0.38
Transaction Cost	0.04

Dividends

ETF Data
Last Payable Date	2024-10-21
Last Payable Amount	11.79c
Next Payable Date
Next Payable Amount	TBD

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Trading Statistics on EasyEquities

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Age Group

Age	Count
0-17	236
35-54	2083
55+	337

Buying

Buy For	Count
Day	1
Month	4426
Year	25211

Selling

Sell For	Count
Day	n/a
Month	124
Year	733

Age Groups

0-17 236

18-34 2768

35-54 2083

55+ 337