About 1nvest SWIX 40 ETF

1nvest SWIX 40 Fund is an exchange-traded fund incorporated in South Africa. The Fund seeks to track the performance of the FTSE/JSE Shareholders Weighted Index.

What's been happening to ETFSWX in the market

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Pricing

*last updated 27 May, 2024
FUND SIZE TER
R 1 616 965 305 0.29

Current Prices Prices update end of day

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ETF Information

ETF Data
Fund Type ETF Inception Date 2010-10-18
Asset Class Equity Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
Geo Focus South Africa Index Weighting Market Cap
Fund Strategy Blend Fund Expense Ratio 0.29
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 ETFSWX
Dividends Pays Dividends Dividend Frequency Quarterly
ETF Data
Fund Type ETF
Inception Date 2010-10-18
Asset Class Equity
Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
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 ETFSWX

Performance

*last updated 22 May, 2024
Timeline %
1 Week 0.03%
1 Month 8.06%
3 Months 9.19%
6 Months 9.18%
1 Year 7.80%
3 Years 7.50%
5 Years 8.03%
10 Years 6.19%
YTD 4.61%

Risk

*last updated 27 May, 2024
Daily Risk
3 Years Absolute Return 22.43
3 Years Maximum Drawdown 15.49
5 Years Absolute Return 49.31
5 Years Maximum Drawdown 35.34
Monthly Risk
3 Years Sharpe -0.18
3 Years Sortino -0.07
3 Years Standard Deviation 13.98
5 Years Sharpe 0.09
5 Years Sortino 0.04
5 Years Standard Deviation 16.23

Fees

ETF Data
Annual Management Fee 0.288
Performance Fee n/a
TER 0.29
Transaction Cost 0.05

Dividends

 
ETF Data
Last Payable Date 2024-04-22
Last Payable Amount 8.39c
Next Payable Date
Next Payable Amount TBD
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 51
35-54 555
55+ 105

Buying

Buy For Count
Day n/a
Month 115
Year 2005

Selling

Sell For Count
Day n/a
Month n/a
Year n/a

Age Groups

0-17 51
18-34 848
35-54 555
55+ 105