Satrix SWIX Top 40 ETF

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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 2 December, 2024
FUND SIZE TER
R 444 184 160 0.38

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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 2 December, 2024
Timeline %
1 Week 1.00%
1 Month -1.02%
3 Months 2.67%
6 Months 11.01%
1 Year 15.19%
3 Years 8.95%
5 Years 10.28%
10 Years 6.62%
YTD 12.75%

Risk

*last updated 2 December, 2024
Daily Risk
3 Years Absolute Return 29.32
3 Years Maximum Drawdown 15.72
5 Years Absolute Return 63.1
5 Years Maximum Drawdown 35.05
Monthly Risk
3 Years Sharpe 0.82
3 Years Sortino 0.36
3 Years Standard Deviation 14.44
5 Years Sharpe 0.97
5 Years Sortino 0.43
5 Years Standard Deviation 16.05

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
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
0-17 212
35-54 1899
55+ 315

Buying

Buy For Count
Day 3
Month 1244
Year 24528

Selling

Sell For Count
Day n/a
Month 25
Year 728

Age Groups

0-17 212
18-34 2569
35-54 1899
55+ 315