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About Satrix S&P 500

The Satrix S&P 500 Feeder Portfolio provides an investment vehicle for investors wishing to track the movement of the S&P 500 Index by investing in the iShares Core S&P 500 UCITS ETF (“underlying fund”) securities.
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What's been happening to STX500 in the market

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
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    • 6M
    • 1Y
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Pricing

*last updated 26 October, 2021
FUND SIZE TER
R 2 183 029 886 0.25

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 2017-07-25
Asset Class Equity Index Tracked S&P 500 Index
Geo Focus U.S. Index Weighting Market Cap
Fund Strategy Blend Fund Expense Ratio 0.25
Classification International Equity ETFs Institution Satrix
Broad Classification Equity Risk Profile n/a
Domestic/Foreign Foreign Actively Managed N
Available In TFSA Account YES JSE Code STX500
Dividends None Dividend Frequency N/A
ETF Data
Fund Type ETF
Inception Date 2017-07-25
Asset Class Equity
Index Tracked S&P 500 Index
Geo Focus U.S.
Index Weighting Market Cap
Fund Strategy Blend
Fund Expense Ratio n/a
Classification International Equity ETFs
Institution Satrix
Broad Classification Equity
Risk Profile n/a
Domestic/Foreign Foreign
Actively Managed N
Available In TFSA Account YES
Dividends None
Dividend Frequency N/A
JSE Code STX500

Performance

*last updated 26 October, 2021
Timeline %
1 Week 3.33%
1 Month 4.13%
3 Months 3.83%
6 Months 14.36%
1 Year 25.35%
3 Years 21.94%
5 Years %
10 Years %
YTD 24.10%

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 3.24
3 Years Sortino 1.7
3 Years Standard Deviation 15.19
5 Years Sharpe n/a
5 Years Sortino n/a
5 Years Standard Deviation n/a

Fees

*last updated 31 December, 2020
ETF Data
Annual Management Fee 0.15
Performance Fee n/a
TER 0.25
Transaction Cost n/a

Dividends

 
ETF Data
Last Payable Date n/a
Last Payable Amount n/a
Next Payable Date
Next Payable Amount n/a
Research on this ETF Visit our blog
Visit the ETF company website Visit Website
About Satrix S&P 500 External Research

Trading Statistics on EasyEquities

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

Age Group

Age Count
0-17 1150
35-54 5037
55+ 1148

Buying

Buy For Count
Day 98
Month 8595
Year 90755

Selling

Sell For Count
Day n/a
Month 4923
Year 13531

Age Groups

0-17 1150
18-34 10143
35-54 5037
55+ 1148