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-229.96  /  -4.66%

4935.44

NAV on 2020/02/24
NAV on 2020/02/21 5165.4
52 week high on 2019/04/23 5363.12
52 week low on 2019/08/26 4822.54
Total Expense Ratio on 2019/12/31 0.1
Total Expense Ratio (performance fee) on 2019/12/31 0
NAV Incl Dividends
1 month change -0.48% -0.48%
3 month change 2.49% 2.83%
6 month change 5.37% 7.15%
1 year change 4.78% 8.08%
5 year change 1.84% 4.61%
10 year change 7.72% 10.46%
Price data is updated once a day.
  • Sectoral allocations
Basic Materials 2879.22 32.65%
Consumer Goods 1111.49 12.60%
Consumer Services 653.94 7.42%
Financials 1961.76 22.25%
Health Care 66.24 0.75%
Industrials 100.44 1.14%
Liquid Assets 45.45 0.52%
Technology 1684.03 19.10%
Telecommunications 315.49 3.58%
  • Top five holdings
 NASPERS-N 1437.22 16.3%
 BHP 1001.24 11.35%
 RICHEMONT 811.67 9.2%
 ANGLO 718.61 8.15%
 STANBANK 313.06 3.55%
  • Performance against peers
  • Fund data  
Management company:
Satrix Managers (Pty) Ltd.
Formation date:
2000/11/27
ISIN code:
ZAE000027108
Short name:
U-SAT40
Risk:
High
Sector:
South African--Equity--Large Cap
Benchmark:
FTSE/JSE Top 40 index (J200)
Contact details

Email
rickm@satrix.co.za

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

Telephone
011-784-0641

  • Fund management  
Satrix Securities
This fund is managed by Satrix Managers (Pty) Ltd.


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
Satrix 40 aims to give investors the performance of the FTSE/JSE's Top 40 index. Satrix 40 enables investors to invest in a single security that provides a diversified portfolio of the top 40 companies, measured by their market capitalisation, on the JSE. It provides both the price performance of this index as well as paying out quarterly all the dividends net of costs received from the JSE's Top 40 companies.
It is an Exchange Traded Fund (ETF) listed on the JSE and provides index tracking, as closely as possible, of the FTSE/JSE Top 40 index.
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