ETF Single

< Back

1nvest Top 40 ETF

About 1nvest Top 40 ETF

The 1nvest Top 40 ETF consists of the shares that constitute the FTSE/ JSE Top40 index of the Johannesburg Stock Exchange. This is an index of the largest 40 shares by market capitalization, listed on the JSE, after adjusting for free-float. The fund aims to replicate both the capital and income return of the index by holding substantially all of the shares in the index according tp their index weighting.

What's been happening to undefined in the market

1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
Zoom Level
- 1M
- 3M
- 6M
- 1Y
- MAX

Pricing

*last updated 30 December, 2024

FUND SIZE	TER
R 688 859 934	0.31

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	2010-10-18
Asset Class	Equity	Index Tracked	FTSE/JSE Top40 Index
Geo Focus	South Africa	Index Weighting	Market Cap
Fund Strategy	Blend	Fund Expense Ratio	0.31
Classification	Top 40 Equity ETF	Institution	1nvest
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	2010-10-18
Asset Class	Equity
Index Tracked	FTSE/JSE Top40 Index
Geo Focus	South Africa
Index Weighting	Market Cap
Fund Strategy	Blend
Fund Expense Ratio	n/a
Classification	Top 40 Equity ETF
Institution	1nvest
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 30 December, 2024

Timeline	%
1 Week	-0.84%
1 Month	-0.68%
3 Months	-3.40%
6 Months	4.77%
1 Year	10.27%
3 Years	7.50%
5 Years	11.54%
10 Years	8.61%
YTD	10.27%

Risk

*last updated 30 December, 2024

Daily Risk
3 Years Absolute Return	24.23
3 Years Maximum Drawdown	17.26
5 Years Absolute Return	72.65
5 Years Maximum Drawdown	34.37
Monthly Risk
3 Years Sharpe	0.59
3 Years Sortino	0.28
3 Years Standard Deviation	15.2
5 Years Sharpe	1.41
5 Years Sortino	0.66
5 Years Standard Deviation	16.77

Fees

ETF Data
Annual Management Fee	0.288
Performance Fee	n/a
TER	0.31
Transaction Cost	0.06

Dividends

ETF Data
Last Payable Date	2024-10-28
Last Payable Amount	64.98c
Next Payable Date
Next Payable Amount	TBD

Fact Sheet Download Fact Sheet

More information and Research on this ETF View Info

Visit the ETF company website Visit Website

Trading Statistics on EasyEquities

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

Age Group

Age	Count
0-17	126
35-54	1344
55+	234

Buying

Buy For	Count
Day	n/a
Month	209
Year	4954

Selling

Sell For	Count
Day	n/a
Month	2
Year	10

Age Groups

0-17 126

18-34 1485

35-54 1344

55+ 234