| FUND SIZE | TER |
|---|---|
| R 420 147 914 | 0.38 |
| 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 | STXSWX |
| 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 | STXSWX |
| Timeline | % |
|---|---|
| 1 Week | -2.52% |
| 1 Month | 1.70% |
| 3 Months | 5.91% |
| 6 Months | 14.09% |
| 1 Year | 11.13% |
| 3 Years | 8.56% |
| 5 Years | 9.01% |
| 10 Years | 5.77% |
| YTD | 7.73% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 28.11 |
| 3 Years Maximum Drawdown | 15.72 |
| 5 Years Absolute Return | 53.94 |
| 5 Years Maximum Drawdown | 35.05 |
| Monthly Risk | |
| 3 Years Sharpe | 0.78 |
| 3 Years Sortino | 0.34 |
| 3 Years Standard Deviation | 14.28 |
| 5 Years Sharpe | 0.94 |
| 5 Years Sortino | 0.41 |
| 5 Years Standard Deviation | 15.94 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.757 |
| Performance Fee | 0.45 |
| TER | 0.38 |
| Transaction Cost | 0.04 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-07-22 |
| Last Payable Amount | 13.42c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 180 |
| 35-54 | 1750 |
| 55+ | 283 |
| Buy For | Count |
|---|---|
| Day | 5 |
| Month | 1305 |
| Year | 23944 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 22 |
| Year | 3065 |
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