| FUND SIZE | TER |
|---|---|
| R 1 497 554 108 | 0.29 |
| 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 |
| Institution | 1nvest |
| Broad Classification | Equity |
| Risk Profile | Aggressive |
| Domestic/Foreign | Domestic |
| Actively Managed | N |
| Available In TFSA Account | YES |
| Dividends | n/a |
| Dividend Frequency | Quarterly |
| JSE Code | ETFSWX |
| Timeline | % |
|---|---|
| 1 Week | -3.03% |
| 1 Month | 1.36% |
| 3 Months | 3.36% |
| 6 Months | 2.42% |
| 1 Year | -3.55% |
| 3 Years | 2.54% |
| 5 Years | 4.62% |
| 10 Years | 5.71% |
| YTD | -3.82% |
| Daily Risk | |
|---|---|
| 3 Years Absolute Return | 8.93 |
| 3 Years Maximum Drawdown | 15.49 |
| 5 Years Absolute Return | 25.33 |
| 5 Years Maximum Drawdown | 37.08 |
| Monthly Risk | |
| 3 Years Sharpe | -0.54 |
| 3 Years Sortino | -0.22 |
| 3 Years Standard Deviation | 13.97 |
| 5 Years Sharpe | 0.21 |
| 5 Years Sortino | 0.09 |
| 5 Years Standard Deviation | 16.38 |
| ETF Data | |
|---|---|
| Annual Management Fee | 0.288 |
| Performance Fee | n/a |
| TER | 0.29 |
| Transaction Cost | 0.05 |
| ETF Data | |
|---|---|
| Last Payable Date | 2024-01-29 |
| Last Payable Amount | 6.48c |
| Next Payable Date | 2024-04-22 |
| Next Payable Amount | 8.39c |
See below for what our other EasyEquities users think of this ETF.
| Age | Count |
|---|---|
| 0-17 | 52 |
| 35-54 | 543 |
| 55+ | 105 |
| Buy For | Count |
|---|---|
| Day | 1 |
| Month | 121 |
| Year | 2021 |
| Sell For | Count |
|---|---|
| Day | n/a |
| Month | n/a |
| Year | n/a |
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