Register on EasyEquities
Register on EasyEquities

About Satrix 40 ETF

The Satrix 40 ETF tracks the performance of the FTSE/JSE Top 40 index which includes the 40 largest companies on the JSE, ranked by investable market cap. The ETF aims to accurately replicate the index by holding all constituents in the exact index weighting. Distributions are made quarterly.
Video

What's been happening to STX40 in the market

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX

Pricing

*last updated 28 May, 2020
FUND SIZE TER
R 7 719 434 690 0.1

Current Prices 15 Minutes Delayed

Last Price
Buying At
Selling At
Buying and selling prices are available on the investment platform. Login here
How the pricing works

ETF Information

ETF Data
Fund Type ETF Inception Date 2000-11-27
Asset Class Equity Index Tracked FTSE/JSE Top 40
Geo Focus South Africa Index Weighting Market Cap
Fund Strategy Blend Fund Expense Ratio 0.1
Classification Top 40 Equity ETF Institution Satrix
Broad Classification Equity Risk Profile Aggressive
Domestic/Foreign Domestic Actively Managed N
Available In TFSA Account YES JSE Code STX40
Dividends Pays Dividends Dividend Frequency Quarterly
ETF Data
Fund Type ETF
Inception Date 2000-11-27
Asset Class Equity
Index Tracked FTSE/JSE Top 40
Geo Focus South Africa
Index Weighting Market Cap
Fund Strategy Blend
Fund Expense Ratio n/a
Classification Top 40 Equity ETF
Instituion Satrix
Broad Classification Equity
Risk Profile Aggressive
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends Pays Dividends
Dividend Frequency Quarterly
JSE Code STX40

Performance

*last updated 28 May, 2020
Timeline %
1 Week 0.43%
1 Month 2.87%
3 Months 4.97%
6 Months -2.59%
1 Year 1.08%
3 Years 2.99%
5 Years 3.08%
10 Years 9.76%
YTD -5.26%

Risk

*last updated 28 May, 2020
Daily Risk
3 Years Absolute Return 9.26
3 Years Maximum Drawdown 34.43
5 Years Absolute Return 16.39
5 Years Maximum Drawdown 34.43
Monthly Risk
3 Years Sharpe -0.37
3 Years Sortino -0.16
3 Years Standard Deviation 16.43
5 Years Sharpe -0.66
5 Years Sortino -0.27
5 Years Standard Deviation 14.72

Fees

*last updated 31 March, 2020
ETF Data
Annual Management Fee 0.069
Performance Fee 0.45
TER 0.1
Transaction Cost n/a

Dividends

 
ETF Data
Last Payable Date 2020-04-22
Last Payable Amount 27.61c
Next Payable Date TBD
Next Payable Amount TBD
Fact Sheet 2020-03-31 Download Fact Sheet
Research on this ETF Visit our blog
Visit the ETF company website Visit Website
About Satrix 40 ETF External Research

Trading Statistics on EasyEquities

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

Age Group

Age Count
0-17 600
35-54 3169
55+ 626

Buying

Buy For Count
Day 2
Month 19663
Year 143781

Selling

Sell For Count
Day n/a
Month 1385
Year 3609

Age Groups

0-17 600
18-34 5688
35-54 3169
55+ 626