| FUND SIZE | TER |
|---|---|
| R 98 964 715 | 0.51 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2018-03-26 |
| Asset Class | Equity | Index Tracked | Absa Wits Risk-Controlled SA Value Index |
| Geo Focus | South Africa | Index Weighting | Equal Risk Contribution |
| Fund Strategy | Blend | Fund Expense Ratio | 0.51 |
| Classification | Other Local Equity | Institution | Satrix |
| Broad Classification | Equity | Risk Profile | n/a |
| Domestic/Foreign | Domestic | Actively Managed | N |
| Available In TFSA Account | YES | JSE Code | STXVEQ |
| Dividends | Reinvests Dividends | Dividend Frequency | Mar, Jun, Sep & Dec |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2018-03-26 |
| Asset Class | Equity |
| Index Tracked | Absa Wits Risk-Controlled SA Value Index |
| Geo Focus | South Africa |
| Index Weighting | Equal Risk Contribution |
| Fund Strategy | Blend |
| Fund Expense Ratio | n/a |
| Classification | Other Local Equity |
| Institution | Satrix |
| Broad Classification | Equity |
| Risk Profile | n/a |
| Domestic/Foreign | Domestic |
| Actively Managed | N |
| Available In TFSA Account | YES |
| Dividends | n/a |
| Dividend Frequency | Mar, Jun, Sep & Dec |
| JSE Code | STXVEQ |
| Timeline | % |
|---|---|
| 1 Week | 2.06% |
| 1 Month | 3.53% |
| 3 Months | 4.09% |
| 6 Months | 11.48% |
| 1 Year | 7.46% |
| 3 Years | 14.04% |
| 5 Years | 6.86% |
| 10 Years | % |
| YTD | 0.29% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 46.65 |
| 3 Years Maximum Drawdown | 11.1 |
| 5 Years Absolute Return | 39.31 |
| 5 Years Maximum Drawdown | 49.22 |
| Monthly Risk | |
| 3 Years Sharpe | 2.07 |
| 3 Years Sortino | 0.89 |
| 3 Years Standard Deviation | 12.51 |
| 5 Years Sharpe | 0.36 |
| 5 Years Sortino | 0.14 |
| 5 Years Standard Deviation | 21.02 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.51 |
| Performance Fee | n/a |
| TER | 0.51 |
| Transaction Cost | 0.01 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-03-13 |
| Last Payable Amount | 7.44c |
| Next Payable Date | 2024-04-29 |
| Next Payable Amount | 1.67c |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 62 |
| 35-54 | 558 |
| 55+ | 176 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 156 |
| Year | 2295 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | n/a |
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