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Satrix 40 ETF

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.

What's been happening to STX40 in the market

1M RTN

3M RTN

6M RTN

1 YR RTN

MAX RTN
DAILY CHANGE
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- 1Y
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Pricing

*last updated 16 April, 2024

FUND SIZE	TER
R 12 772 976 990	0.1

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	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
Institution	Satrix
Broad Classification	Equity
Risk Profile	Aggressive
Domestic/Foreign	Domestic
Actively Managed	N
Available In TFSA Account	YES
Dividends	n/a
Dividend Frequency	Quarterly
JSE Code	STX40

Performance

*last updated 16 April, 2024

Timeline	%
1 Week	-3.05%
1 Month	1.18%
3 Months	1.75%
6 Months	0.93%
1 Year	-5.38%
3 Years	6.01%
5 Years	8.54%
10 Years	7.63%
YTD	-3.83%

Risk

*last updated 16 April, 2024

Daily Risk
3 Years Absolute Return	19.13
3 Years Maximum Drawdown	17.11
5 Years Absolute Return	50.64
5 Years Maximum Drawdown	34.43
Monthly Risk
3 Years Sharpe	0.35
3 Years Sortino	0.16
3 Years Standard Deviation	15.45
5 Years Sharpe	0.93
5 Years Sortino	0.43
5 Years Standard Deviation	17

Fees

ETF Data
Annual Management Fee	0.069
Performance Fee	0.45
TER	0.1
Transaction Cost	0.06

Dividends

ETF Data
Last Payable Date	2024-01-22
Last Payable Amount	33.46c
Next Payable Date	2024-04-29
Next Payable Amount	37.31c

Fact Sheet Download Fact Sheet

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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	3968
35-54	21587
55+	3309

Buying

Buy For	Count
Day	20
Month	22730
Year	488909

Selling

Sell For	Count
Day	n/a
Month	658
Year	45275

Age Groups

0-17 3968

18-34 31959

35-54 21587

55+ 3309