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1nvest SWIX 40 ETF

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What's been happening to undefined in the market

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Pricing

*last updated 7 May, 2025
FUND SIZE TER
R 4 224 546 903 0.29

Current Prices Prices update end of day

Last Price
Buying At
Selling At
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How the pricing works

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 n/a
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 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 n/a
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends n/a
Dividend Frequency Quarterly
JSE Code undefined

Performance

*last updated 7 May, 2025
Timeline %
1 Week -0.11%
1 Month 11.99%
3 Months 5.57%
6 Months 6.48%
1 Year 17.45%
3 Years 9.95%
5 Years 10.83%
10 Years 4.71%
YTD 10.10%

Risk

*last updated 6 May, 2025
Daily Risk
3 Years Absolute Return 33.51
3 Years Maximum Drawdown 13.65
5 Years Absolute Return 68.07
5 Years Maximum Drawdown 16.44
Monthly Risk
3 Years Sharpe 0.66
3 Years Sortino 0.28
3 Years Standard Deviation 13.85
5 Years Sharpe 1.44
5 Years Sortino 0.66
5 Years Standard Deviation 12.91

Fees

ETF Data
Annual Management Fee 0.288
Performance Fee n/a
TER 0.29
Transaction Cost 0.04

Dividends

 
ETF Data
Last Payable Date TBD
Last Payable Amount TBD
Next Payable Date
Next Payable Amount TBD
Fact Sheet Download Fact Sheet
More information and Research on this ETF View Info
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Trading Statistics on EasyEquities

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

Age Group

Age Count
0-17 79
35-54 869
55+ 184

Buying

Buy For Count
Day 2
Month 499
Year 3436

Selling

Sell For Count
Day n/a
Month n/a
Year 12

Age Groups

0-17 79
18-34 1086
35-54 869
55+ 184
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