| FUND SIZE | TER |
|---|---|
| R 2 591 657 850 | 0.23 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2015-05-13 |
| Asset Class | Equity | Index Tracked | S&P South Africa 50 Index, the 50 largest companies on the JSE by float-adjusted market capitalisation |
| Geo Focus | South Africa | Index Weighting | Market Cap |
| Fund Strategy | Blend | Fund Expense Ratio | 0.23 |
| Classification | Other Local Equity | Institution | 10X |
| 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 | Mar, Jun , Sep & Dec |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2015-05-13 |
| Asset Class | Equity |
| Index Tracked | S&P South Africa 50 Index, the 50 largest companies on the JSE by float-adjusted market capitalisation |
| Geo Focus | South Africa |
| Index Weighting | Market Cap |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Other Local Equity |
| Institution | 10X |
| Broad Classification | Equity |
| Risk Profile | Aggressive |
| Domestic/Foreign | Domestic |
| Actively Managed | N |
| Available In TFSA Account | YES |
| Dividends | n/a |
| Dividend Frequency | Mar, Jun , Sep & Dec |
| JSE Code | undefined |
| Timeline | % |
|---|---|
| 1 Week | 1.96% |
| 1 Month | 3.14% |
| 3 Months | 10.58% |
| 6 Months | 21.11% |
| 1 Year | 30.78% |
| 3 Years | 18.69% |
| 5 Years | 17.31% |
| 10 Years | 11.65% |
| YTD | 28.19% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 67.19 |
| 3 Years Maximum Drawdown | 11.2 |
| 5 Years Absolute Return | 122.19 |
| 5 Years Maximum Drawdown | 16.05 |
| Monthly Risk | |
| 3 Years Sharpe | 3.42 |
| 3 Years Sortino | 1.8 |
| 3 Years Standard Deviation | 13.01 |
| 5 Years Sharpe | 2.88 |
| 5 Years Sortino | 1.43 |
| 5 Years Standard Deviation | 13.74 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.23 |
| Performance Fee | n/a |
| TER | 0.23 |
| Transaction Cost | 0.08 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 30.44c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 808 |
| 35-54 | 5084 |
| 55+ | 1126 |
| Buy For | Count |
|---|---|
| Day | 6 |
| Month | 1663 |
| Year | 23032 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 49 |
| Year | 138 |
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