About Satrix S&P 500

The Satrix S&P 500 Feeder Portfolio provides an investment vehicle for investors wishing to track the movement of the S&P 500 Index by investing in the iShares Core S&P 500 UCITS ETF (“underlying fund”) securities.
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What's been happening to STX500 in the market

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Pricing

*last updated 28 February, 2024
FUND SIZE TER
R 5 778 486 240 0.25

Current Prices Prices update end of day

Last Price
Buying At
Selling At
Buying and selling prices are available on the investment platform. Login here
How the pricing works

ETF Information

ETF Data
Fund Type ETF Inception Date 2017-07-25
Asset Class Equity Index Tracked S&P 500 Index
Geo Focus U.S. Index Weighting Market Cap
Fund Strategy Blend Fund Expense Ratio 0.25
Classification International Equity ETFs Institution Satrix
Broad Classification Equity Risk Profile Aggressive
Domestic/Foreign Foreign Actively Managed N
Available In TFSA Account YES JSE Code STX500
Dividends None Dividend Frequency N/A
ETF Data
Fund Type ETF
Inception Date 2017-07-25
Asset Class Equity
Index Tracked S&P 500 Index
Geo Focus U.S.
Index Weighting Market Cap
Fund Strategy Blend
Fund Expense Ratio n/a
Classification International Equity ETFs
Institution Satrix
Broad Classification Equity
Risk Profile Aggressive
Domestic/Foreign Foreign
Actively Managed N
Available In TFSA Account YES
Dividends n/a
Dividend Frequency N/A
JSE Code STX500

Performance

*last updated 28 February, 2024
Timeline %
1 Week 3.65%
1 Month 6.58%
3 Months 15.19%
6 Months 19.79%
1 Year 35.52%
3 Years 20.56%
5 Years 21.53%
10 Years %
YTD 12.12%

Risk

*last updated 28 February, 2024
Daily Risk
3 Years Absolute Return 73.78
3 Years Maximum Drawdown 22.75
5 Years Absolute Return 165.05
5 Years Maximum Drawdown 22.75
Monthly Risk
3 Years Sharpe 2.49
3 Years Sortino 1.27
3 Years Standard Deviation 16.64
5 Years Sharpe 3.38
5 Years Sortino 1.79
5 Years Standard Deviation 16.27

Fees

ETF Data
Annual Management Fee 0.15
Performance Fee n/a
TER 0.25
Transaction Cost n/a

Dividends

 
ETF Data
Last Payable Date n/a
Last Payable Amount n/a
Next Payable Date
Next Payable Amount n/a
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 3126
35-54 12932
55+ 2823

Buying

Buy For Count
Day 31
Month 16497
Year 145319

Selling

Sell For Count
Day n/a
Month 66
Year 39153

Age Groups

0-17 3126
18-34 20478
35-54 12932
55+ 2823