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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 21 January, 2021
FUND SIZE TER
R 899 644 686 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 Aggressive
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
Instituion Satrix
Broad Classification Equity
Risk Profile Aggressive
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends Reinvests Dividends
Dividend Frequency Monthly
JSE Code STXRAF

Performance

*last updated 21 January, 2021
Timeline %
1 Week -0.56%
1 Month 9.05%
3 Months 19.19%
6 Months 15.13%
1 Year 3.72%
3 Years 1.30%
5 Years 9.91%
10 Years 7.61%
YTD 7.32%

Risk

*last updated 21 January, 2021
Daily Risk
3 Years Absolute Return 3.54
3 Years Maximum Drawdown 42.19
5 Years Absolute Return 60.38
5 Years Maximum Drawdown 42.19
Monthly Risk
3 Years Sharpe -0.64
3 Years Sortino -0.25
3 Years Standard Deviation 20.89
5 Years Sharpe 0.36
5 Years Sortino 0.15
5 Years Standard Deviation 17.91

Fees

*last updated 30 June, 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 n/a
Next Payable Amount n/a
Fact Sheet 2020-09-30 Download Fact Sheet
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 87
35-54 626
55+ 99

Buying

Buy For Count
Day 5
Month 2691
Year 26527

Selling

Sell For Count
Day n/a
Month 175
Year 11356

Age Groups

0-17 87
18-34 1242
35-54 626
55+ 99