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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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Pricing

*last updated 21 January, 2021
FUND SIZE TER
R 1 480 109 040 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 Aggressive
Domestic/Foreign Foreign Actively Managed N
Available In TFSA Account YES JSE Code STX500
Dividends Reinvests Dividends Dividend Frequency Total returns funds
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
Instituion Satrix
Broad Classification Equity
Risk Profile Aggressive
Domestic/Foreign Foreign
Actively Managed N
Available In TFSA Account YES
Dividends Reinvests Dividends
Dividend Frequency Total returns funds
JSE Code STX500

Performance

*last updated 21 January, 2021
Timeline %
1 Week -0.48%
1 Month 5.57%
3 Months 2.15%
6 Months 6.64%
1 Year 20.31%
3 Years 20.26%
5 Years %
10 Years %
YTD 3.53%

Risk

*last updated 21 January, 2021
Daily Risk
3 Years Absolute Return 74.89
3 Years Maximum Drawdown 21.75
5 Years Absolute Return n/a
5 Years Maximum Drawdown n/a
Monthly Risk
3 Years Sharpe 3.04
3 Years Sortino 1.77
3 Years Standard Deviation 17.66
5 Years Sharpe n/a
5 Years Sortino n/a
5 Years Standard Deviation n/a

Fees

*last updated 30 June, 2020
ETF Data
Annual Management Fee 0.15
Performance Fee n/a
TER 0.25
Transaction Cost 0.21

Dividends

 
ETF Data
Last Payable Date n/a
Last Payable Amount n/a
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 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
0-17 577
35-54 2480
55+ 623

Buying

Buy For Count
Day 8
Month 5669
Year 57337

Selling

Sell For Count
Day n/a
Month 30
Year 5843

Age Groups

0-17 577
18-34 4547
35-54 2480
55+ 623