| FUND SIZE | TER |
|---|---|
| R 134 600 538 | 0.4 |
| 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 |
| Timeline | % |
|---|---|
| 1 Week | 0.20% |
| 1 Month | -2.45% |
| 3 Months | 2.89% |
| 6 Months | 11.07% |
| 1 Year | 21.98% |
| 3 Years | 9.98% |
| 5 Years | 8.41% |
| 10 Years | % |
| YTD | 16.44% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 33.02 |
| 3 Years Maximum Drawdown | 15.45 |
| 5 Years Absolute Return | 49.72 |
| 5 Years Maximum Drawdown | 38.35 |
| Monthly Risk | |
| 3 Years Sharpe | 1.31 |
| 3 Years Sortino | 0.54 |
| 3 Years Standard Deviation | 13.87 |
| 5 Years Sharpe | 0.75 |
| 5 Years Sortino | 0.3 |
| 5 Years Standard Deviation | 17.14 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.16 |
| Performance Fee | n/a |
| TER | 0.4 |
| Transaction Cost | 0.26 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-10-21 |
| Last Payable Amount | 10.06c |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 338 |
| 35-54 | 3189 |
| 55+ | 625 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 749 |
| Year | 11100 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | 7 |
| Year | 95 |
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