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About Satrix RAFI 40 ETF

This ETF tracks the FTSE/JSE Rafi 40 index which is designed to include those companies best ranked on fundamental factors. It uses four fundamental measures when ranking a company: sales, cash flow, book value and dividends. This results in a fund which tends to have a "value strategy" as it identifies shares which offer value. RAFI stands for “Research Affiliates Fundamental Indexation”. Research Affiliates is a California-based financial services company that has registered the patent for fundamental indexation globally.

What's been happening to STXRAF in the market

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Pricing

*last updated 26 October, 2021
FUND SIZE TER
R 1 061 071 723 0.49

Current Prices 15 Minutes Delayed

Last Price
Buying At
Selling At
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ETF Information

ETF Data
Fund Type ETF Inception Date 2008-10-16
Asset Class Equity Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted according to dividends, cash flow, sales and book value
Geo Focus South Africa Index Weighting Fundamentals
Fund Strategy Blend Fund Expense Ratio 0.49
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 STXRAF
Dividends Reinvests Dividends Dividend Frequency Monthly
ETF Data
Fund Type ETF
Inception Date 2008-10-16
Asset Class Equity
Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted according to dividends, cash flow, sales and book value
Geo Focus South Africa
Index Weighting Fundamentals
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 Reinvests Dividends
Dividend Frequency Monthly
JSE Code STXRAF

Performance

*last updated 26 October, 2021
Timeline %
1 Week 0.86%
1 Month 3.08%
3 Months 5.07%
6 Months 9.25%
1 Year 40.19%
3 Years 11.02%
5 Years 8.63%
10 Years 9.48%
YTD 27.47%

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 0.68
3 Years Sortino 0.28
3 Years Standard Deviation 21.07
5 Years Sharpe 0.77
5 Years Sortino 0.32
5 Years Standard Deviation 17.72

Fees

*last updated 31 December, 2020
ETF Data
Annual Management Fee 0.757
Performance Fee 0.45
TER 0.49
Transaction Cost 0.08

Dividends

 
ETF Data
Last Payable Date 2019-04-23
Last Payable Amount 8.42c
Next Payable Date
Next Payable Amount n/a
Research on this ETF Visit our blog
Visit the ETF company website Visit Website
About Satrix RAFI 40 ETF External Research

Trading Statistics on EasyEquities

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

Age Group

Age Count
0-17 197
35-54 1327
55+ 233

Buying

Buy For Count
Day 21
Month 3522
Year 33169

Selling

Sell For Count
Day n/a
Month 4565
Year 16157

Age Groups

0-17 197
18-34 2597
35-54 1327
55+ 233