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.

What's been happening to STXSWX in the market

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Pricing

*last updated 27 May, 2024
FUND SIZE TER
R 423 269 200 0.36

Current Prices Prices update end of day

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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 0.36
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

Performance

*last updated 22 May, 2024
Timeline %
1 Week -0.12%
1 Month 8.24%
3 Months 9.27%
6 Months 9.09%
1 Year 7.76%
3 Years 7.70%
5 Years 8.29%
10 Years 6.19%
YTD 5.29%

Risk

*last updated 27 May, 2024
Daily Risk
3 Years Absolute Return 23.18
3 Years Maximum Drawdown 15.72
5 Years Absolute Return 51.17
5 Years Maximum Drawdown 35.05
Monthly Risk
3 Years Sharpe -0.14
3 Years Sortino -0.06
3 Years Standard Deviation 14.23
5 Years Sharpe 0.13
5 Years Sortino 0.06
5 Years Standard Deviation 16.34

Fees

ETF Data
Annual Management Fee 0.757
Performance Fee 0.45
TER 0.36
Transaction Cost 0.04

Dividends

 
ETF Data
Last Payable Date 2024-04-29
Last Payable Amount 6.74c
Next Payable Date
Next Payable Amount TBD
More information and Research on this ETF View Info
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Trading Statistics on EasyEquities

See below for what our other EasyEquities users think of this ETF.

Age Group

Age Count
0-17 163
35-54 1636
55+ 270

Buying

Buy For Count
Day 1
Month 855
Year 24482

Selling

Sell For Count
Day n/a
Month 29
Year 3045

Age Groups

0-17 163
18-34 2256
35-54 1636
55+ 270