| FUND SIZE | TER |
|---|---|
| R 4 446 435 124 | 0.33 |
| 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 | 0.33 |
| 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 |
| Timeline | % |
|---|---|
| 1 Week | 1.11% |
| 1 Month | 2.24% |
| 3 Months | 7.52% |
| 6 Months | 13.96% |
| 1 Year | 19.89% |
| 3 Years | 10.77% |
| 5 Years | 10.45% |
| 10 Years | 5.18% |
| YTD | 15.24% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 35.92 |
| 3 Years Maximum Drawdown | 13.65 |
| 5 Years Absolute Return | 62.76 |
| 5 Years Maximum Drawdown | 16.44 |
| Monthly Risk | |
| 3 Years Sharpe | 0.84 |
| 3 Years Sortino | 0.36 |
| 3 Years Standard Deviation | 13.91 |
| 5 Years Sharpe | 1.62 |
| 5 Years Sortino | 0.75 |
| 5 Years Standard Deviation | 12.92 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.288 |
| Performance Fee | n/a |
| TER | 0.33 |
| Transaction Cost | 0.03 |
| ETF Data | |
|---|---|
| Last Payable Date | TBD |
| Last Payable Amount | TBD |
| Next Payable Date | |
| Next Payable Amount | TBD |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 84 |
| 35-54 | 904 |
| 55+ | 186 |
| Buy For | Count |
|---|---|
| Day | n/a |
| Month | 305 |
| Year | 3764 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | 12 |
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