Register on EasyEquities
Register on EasyEquities
640 x 200 Mobile Banner Easy Equities-1

Satrix SWIX Top 40 ETF

Buy on EasyEquities Compare ETFs

About Satrix SWIX Top 40 ETF

This ETF seeks to provide investors with income and capital growth in the medium to long term by tracking the FTSE/JSE Shareholder Weighted Top 40 Index as closely as possible. The index includes the largest 40 companies listed on the JSE, ranked by SWIX net market cap. SWIX stands for Shareholder Weighted Index and refers to the proportion of the company's shares held on the South African share register. Distributions are made quarterly.

What's been happening to STXSWX 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 26 October, 2021
FUND SIZE TER
R 371 710 824 0.31

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 2006-04-10
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 0.31
Classification Top 40 Equity ETF Institution Satrix
Broad Classification Equity Risk Profile n/a
Domestic/Foreign Domestic Actively Managed N
Available In TFSA Account YES JSE Code STXSWX
Dividends Pays Dividends Dividend Frequency Quarterly
ETF Data
Fund Type ETF
Inception Date 2006-04-10
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 Satrix
Broad Classification Equity
Risk Profile n/a
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends Pays Dividends
Dividend Frequency Quarterly
JSE Code STXSWX

Performance

*last updated 26 October, 2021
Timeline %
1 Week 0.56%
1 Month 4.16%
3 Months 2.94%
6 Months -1.18%
1 Year 19.04%
3 Years 10.40%
5 Years 5.94%
10 Years 9.95%
YTD 11.76%

Risk

Daily Risk
3 Years Absolute Return n/a
3 Years Maximum Drawdown n/a
5 Years Absolute Return n/a
5 Years Maximum Drawdown n/a
Monthly Risk
3 Years Sharpe 0.46
3 Years Sortino 0.2
3 Years Standard Deviation 17
5 Years Sharpe 0.2
5 Years Sortino 0.08
5 Years Standard Deviation 15.37

Fees

*last updated 31 December, 2020
ETF Data
Annual Management Fee 0.757
Performance Fee 0.45
TER 0.31
Transaction Cost 0.03

Dividends

 
ETF Data
Last Payable Date 2021-10-20
Last Payable Amount 15.47c
Next Payable Date
Next Payable Amount TBD
Research on this ETF Visit our blog
Visit the ETF company website Visit Website
About Satrix SWIX Top 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 98
35-54 891
55+ 163

Buying

Buy For Count
Day 6
Month 4658
Year 26946

Selling

Sell For Count
Day n/a
Month 24
Year 309

Age Groups

0-17 98
18-34 1597
35-54 891
55+ 163