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36.69  /  2.97%

1237.43

NAV on 2020/06/02
NAV on 2020/06/01 1200.74
52 week high on 2020/01/20 1495.63
52 week low on 2020/03/19 922.88
Total Expense Ratio on 2020/03/31 0.57
Total Expense Ratio (performance fee) on 2020/03/31 0
NAV Incl Dividends
1 month change 4.6% 4.6%
3 month change -4.96% -4.96%
6 month change -11.81% -10.53%
1 year change -12.12% -9.32%
5 year change -1.05% 1.86%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Basic Materials 49.94 19.01%
Consumer Goods 23.59 8.98%
Consumer Services 39.39 14.99%
Financials 77.36 29.45%
Health Care 14.62 5.56%
Industrials 9.47 3.61%
Liquid Assets 4.45 1.69%
Technology 40.47 15.40%
Telecommunications 3.44 1.31%
  • Top five holdings
 NASPERS-N 31.70 12.06%
 FIRSTRAND 13.69 5.21%
 RICHEMONT 13.08 4.98%
 CLICKS 12.25 4.66%
 BIDCORP 11.41 4.34%
  • Performance against peers
  • Fund data  
Management company:
Satrix Managers (Pty) Ltd.
Formation date:
2013/10/21
ISIN code:
ZAE000181475
Short name:
U-SATMOMX
Risk:
Unknown
Sector:
South African--Equity--General
Benchmark:
Satrix Momentum Index
Contact details

Email
rickm@satrix.co.za

Website
http://www.satrix.co.za

Telephone
011-784-0641

  • Fund management  
Robert Macdonald
Robert Macdonald is a portfolio manager at Satrix's smart beta and indexation investment business. He is also responsible for research and product development.Macdonald joined SIM in 1999 working in investment operations and client services. Before joining SIM, he spent three years working in the corporate finance department of PricewaterhouseCoopers. Macdonald completed his B.Bus.Sci (Finance) (Hons) and P.G.D.A. at the University of Cape Town (UCT), graduating in 1994 and 1995 respectively. He also qualified as a CA (SA) in 1998 from SAICA, and is a CFA charter holder, obtained in 2004. In his spare time Macdonald enjoys sport (mainly mountain biking), reading and spending time with his family. He is married with three children.
Satrix Investment Team


  • Fund manager's comment

2020/02/28 00:00:00
The Satrix Momentum Index Fund is an equity only portfolio. To capture this investment style and its effect, Satrix has developed the proprietary Satrix Momentum Index. It aims to capture the return of the equity market enhanced by the momentum risk premium. This is achieved by constructing a portfolio tilted toward stocks (or equities) that display positive momentum characteristics and away from stocks showing negative momentum characteristics. The fund is rebalanced monthly.
  • Fund focus and objective  
The investment objective of the portfolio is to provide investors with income and capital growth in the medium to long term by tracking the proprietary Satrix Momentum Index as closely as possible. Income will be of secondary importance.
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