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Satrix Momentum ETF

About Satrix Momentum ETF

The Satrix Momentum Index is an exchange traded fund registered in South Africa. The aim of the ETF is to provide the investors with exposure to listed securities which exhibit strong price and earnings momentum.

What's been happening to undefined in the market

1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
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Pricing

*last updated 27 June, 2025

FUND SIZE	TER
R 157 808 990	0.4

Current Prices Prices update end of day

Last Price

Buying At

Selling At

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ETF Information

ETF Data
Fund Type	ETF	Inception Date	2018-11-17
Asset Class	Equity	Index Tracked	Proprietary Satrix Momentum Index
Geo Focus	South Africa	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.4
Classification	Other Local Equity	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	2018-11-17
Asset Class	Equity
Index Tracked	Proprietary Satrix Momentum Index
Geo Focus	South Africa
Index Weighting	Market Cap
Fund Strategy	Blend
Fund Expense Ratio	n/a
Classification	Other Local Equity
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 27 June, 2025

Timeline	%
1 Week	0.57%
1 Month	1.81%
3 Months	7.28%
6 Months	11.92%
1 Year	25.32%
3 Years	13.43%
5 Years	14.76%
10 Years	%
YTD	12.59%

Risk

*last updated 27 June, 2025

Daily Risk
3 Years Absolute Return	45.94
3 Years Maximum Drawdown	11.57
5 Years Absolute Return	96.89
5 Years Maximum Drawdown	15.45
Monthly Risk
3 Years Sharpe	1.47
3 Years Sortino	0.62
3 Years Standard Deviation	13.85
5 Years Sharpe	2.54
5 Years Sortino	1.15
5 Years Standard Deviation	13

Fees

ETF Data
Annual Management Fee	0.16
Performance Fee	n/a
TER	0.4
Transaction Cost	0.26

Dividends

ETF Data
Last Payable Date	2024-10-21
Last Payable Amount	10.06c
Next Payable Date
Next Payable Amount	TBD

Fact Sheet Download Fact Sheet

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Trading Statistics on EasyEquities

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Age Group

Age	Count
0-17	374
35-54	3594
55+	702

Buying

Buy For	Count
Day	3
Month	923
Year	14814

Selling

Sell For	Count
Day	n/a
Month	5
Year	194

Age Groups

0-17 374

18-34 3942

35-54 3594

55+ 702