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CoreShares PrefTrax ETF

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About CoreShares PrefTrax ETF

The aim of the Coreshares PrefTrax ETF is to track the FTSE/JSE Preference Share Index as closely as possible. This index measures performance of non-convertible, floating rate perpetual preference shares.

What's been happening to PREFTX in the market

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Pricing

*last updated 5 May, 2021
FUND SIZE TER
R 343 717 504 0.56

Current Prices 15 Minutes Delayed

Last Price
Buying At
Selling At
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How the pricing works

ETF Information

ETF Data
Fund Type ETF Inception Date 2013-12-19
Asset Class Equity Index Tracked J521 Index which represents the preference shares on the JSE
Geo Focus South Africa Index Weighting Market Cap
Fund Strategy Preferred Fund Expense Ratio 0.56
Classification Other Local Equity Institution CoreShares
Broad Classification Equity Risk Profile Conservative
Domestic/Foreign Domestic Actively Managed N
Available In TFSA Account YES JSE Code PREFTX
Dividends Pays Dividends Dividend Frequency Mar, Jun , Sep & Dec
ETF Data
Fund Type ETF
Inception Date 2013-12-19
Asset Class Equity
Index Tracked J521 Index which represents the preference shares on the JSE
Geo Focus South Africa
Index Weighting Market Cap
Fund Strategy Preferred
Fund Expense Ratio n/a
Classification Other Local Equity
Instituion CoreShares
Broad Classification Equity
Risk Profile Conservative
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends Pays Dividends
Dividend Frequency Mar, Jun , Sep & Dec
JSE Code PREFTX

Performance

*last updated 5 May, 2021
Timeline %
1 Week 0.04%
1 Month 8.78%
3 Months 12.76%
6 Months 30.23%
1 Year 21.83%
3 Years 9.94%
5 Years 6.71%
10 Years %
YTD 11.47%

Risk

*last updated 5 May, 2021
Daily Risk
3 Years Absolute Return 32.57
3 Years Maximum Drawdown 33.24
5 Years Absolute Return 38.38
5 Years Maximum Drawdown 33.24
Monthly Risk
3 Years Sharpe 0.94
3 Years Sortino 0.38
3 Years Standard Deviation 22.51
5 Years Sharpe 0.51
5 Years Sortino 0.2
5 Years Standard Deviation 17.74

Fees

*last updated 31 December, 2020
ETF Data
Annual Management Fee 0.45
Performance Fee n/a
TER 0.56
Transaction Cost 0.01

Dividends

 
ETF Data
Last Payable Date 2021-01-01
Last Payable Amount 27.98c
Next Payable Date TBD
Next Payable Amount TBD
Fact Sheet 2021-02-28 Download Fact Sheet
Research on this ETF Visit our blog
Visit the ETF company website Visit Website
About CoreShares PrefTrax 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 90
35-54 784
55+ 213

Buying

Buy For Count
Day 1
Month 1221
Year 9124

Selling

Sell For Count
Day n/a
Month n/a
Year 1

Age Groups

0-17 90
18-34 1492
35-54 784
55+ 213