| FUND SIZE | TER |
|---|---|
| R 31 565 839 | 0.52 |
| ETF Data | |||
|---|---|---|---|
| Fund Type | ETF | Inception Date | 2012-01-26 |
| Asset Class | Equity | Index Tracked | Barclays Capital / ABSA Capital South Africa Equity Momentum Index which represents the total return of South African shares selected on the basis of their relative price momentum |
| Geo Focus | South Africa | Index Weighting | Market Cap |
| Fund Strategy | Growth | Fund Expense Ratio | 0.52 |
| 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 | STXEQM |
| Dividends | Reinvests Dividends | Dividend Frequency | Mar, Jun, Sep & Dec |
| ETF Data | |
|---|---|
| Fund Type | ETF |
| Inception Date | 2012-01-26 |
| Asset Class | Equity |
| Index Tracked | Barclays Capital / ABSA Capital South Africa Equity Momentum Index which represents the total return of South African shares selected on the basis of their relative price momentum |
| Geo Focus | South Africa |
| Index Weighting | Market Cap |
| Fund Strategy | Growth |
| 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 | STXEQM |
| Timeline | % |
|---|---|
| 1 Week | -1.35% |
| 1 Month | 0.72% |
| 3 Months | 3.98% |
| 6 Months | 2.36% |
| 1 Year | 0.17% |
| 3 Years | 4.50% |
| 5 Years | 7.42% |
| 10 Years | 6.47% |
| YTD | -2.86% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 14.13 |
| 3 Years Maximum Drawdown | 18.12 |
| 5 Years Absolute Return | 43.03 |
| 5 Years Maximum Drawdown | 36.76 |
| Monthly Risk | |
| 3 Years Sharpe | -0.06 |
| 3 Years Sortino | -0.02 |
| 3 Years Standard Deviation | 11.98 |
| 5 Years Sharpe | 0.45 |
| 5 Years Sortino | 0.18 |
| 5 Years Standard Deviation | 16.96 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.52 |
| Performance Fee | n/a |
| TER | 0.52 |
| Transaction Cost | 0.93 |
| ETF Data | |
|---|---|
| Last Payable Date | n/a |
| Last Payable Amount | n/a |
| Next Payable Date | |
| Next Payable Amount | n/a |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | n/a |
| 35-54 | 1 |
| 55+ | n/a |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 444 |
| Year | 4162 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | n/a |
ETF Finder
Compare ETFs
Learn
Glossary
