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Satrix SWIX Top 40 ETF

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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

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Pricing

*last updated 21 January, 2021
FUND SIZE TER
R 383 017 560 0.33

Current Prices 15 Minutes Delayed

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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 0.33
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 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
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 STXSWX

Performance

*last updated 21 January, 2021
Timeline %
1 Week 1.65%
1 Month 8.48%
3 Months 14.10%
6 Months 11.16%
1 Year 11.39%
3 Years 1.63%
5 Years 7.99%
10 Years 9.75%
YTD 7.54%

Risk

*last updated 21 January, 2021
Daily Risk
3 Years Absolute Return 4.4
3 Years Maximum Drawdown 38.67
5 Years Absolute Return 46.89
5 Years Maximum Drawdown 38.82
Monthly Risk
3 Years Sharpe -0.77
3 Years Sortino -0.31
3 Years Standard Deviation 17.47
5 Years Sharpe -0.14
5 Years Sortino -0.06
5 Years Standard Deviation 15.54

Fees

*last updated 30 June, 2020
ETF Data
Annual Management Fee 0.757
Performance Fee 0.45
TER 0.33
Transaction Cost 0.06

Dividends

 
ETF Data
Last Payable Date 2020-10-26
Last Payable Amount 4.39c
Next Payable Date TBD
Next Payable Amount TBD
Fact Sheet 2020-09-30 Download Fact Sheet
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 58
35-54 447
55+ 94

Buying

Buy For Count
Day 1
Month 1997
Year 22915

Selling

Sell For Count
Day n/a
Month 25
Year 262

Age Groups

0-17 58
18-34 733
35-54 447
55+ 94