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About 1nvest SWIX 40 ETF

STANLIB SWIX 40 Fund is an exchange-traded fund incorporated in South Africa. The Fund seeks to track the performance of the FTSE/JSE Shareholders Weighted Index.

What's been happening to ETFSWX in the market

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Pricing

*last updated 5 May, 2021
FUND SIZE TER
R 1 881 355 079 0.29

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 2010-10-18
Asset Class Equity Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
Geo Focus South Africa Index Weighting Market Cap
Fund Strategy Blend Fund Expense Ratio 0.29
Classification Top 40 Equity ETF Institution 1nvest
Broad Classification Equity Risk Profile Aggressive
Domestic/Foreign Domestic Actively Managed N
Available In TFSA Account YES JSE Code ETFSWX
Dividends Pays Dividends Dividend Frequency Quarterly
ETF Data
Fund Type ETF
Inception Date 2010-10-18
Asset Class Equity
Index Tracked Constituents of the FTSE/JSE Top 40 Index, weighted to reduce the effect of mainly resource and dual listed stocks by half
Geo Focus South Africa
Index Weighting Market Cap
Fund Strategy Blend
Fund Expense Ratio n/a
Classification Top 40 Equity ETF
Instituion 1nvest
Broad Classification Equity
Risk Profile Aggressive
Domestic/Foreign Domestic
Actively Managed N
Available In TFSA Account YES
Dividends Pays Dividends
Dividend Frequency Quarterly
JSE Code ETFSWX

Performance

*last updated 5 May, 2021
Timeline %
1 Week -1.62%
1 Month -2.82%
3 Months 2.49%
6 Months 16.48%
1 Year 32.14%
3 Years 5.17%
5 Years 6.16%
10 Years 10.47%
YTD 11.88%

Risk

*last updated 5 May, 2021
Daily Risk
3 Years Absolute Return 15.65
3 Years Maximum Drawdown 37.19
5 Years Absolute Return 34.86
5 Years Maximum Drawdown 39.12
Monthly Risk
3 Years Sharpe 0.2
3 Years Sortino 0.08
3 Years Standard Deviation 17.53
5 Years Sharpe 0.33
5 Years Sortino 0.14
5 Years Standard Deviation 15.3

Fees

*last updated 31 December, 2020
ETF Data
Annual Management Fee 0.288
Performance Fee n/a
TER 0.29
Transaction Cost n/a

Dividends

 
ETF Data
Last Payable Date 2021-01-01
Last Payable Amount 5.75c
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 1nvest SWIX 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 32
35-54 251
55+ 57

Buying

Buy For Count
Day 1
Month 238
Year 2304

Selling

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

Age Groups

0-17 32
18-34 504
35-54 251
55+ 57