| Focus and Objective |
This fund tracks a broad-based index with exposure to all major companies listed on the Johannesburg Stock Exchange (JSE).
The FTSE/JSE All Share Index (ALSI) has high exposure to giant companies like BHP Group, Richemont and the Naspers/Prosus stable. To give investors a more balanced and less concentrated exposure to SA listed companies, the Satrix Capped All Share ETF will instead cap each individual share at 10% of the total portfolio. This is also the first ETF on the JSE to include all large-, mid-, and small-cap SA listed companies - providing much broader exposure than only the Top 40 companies on the JSE.
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| Comparative Performance |
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| Technical Overview |
| Formation Date: |
10 Nov 2021 |
| JSE Code: |
STXCAP |
| Benchmark: FTSE/JSE Capped All Share Index |
| Holdings: |
n/a |
| Unit Holders: |
139 |
| Original Price: |
n/a |
| Pricing System: |
Forward |
| Income Decl: |
31/12 |
| Minimum Lump Sum: |
n/a |
| Minimum Monthly: |
n/a |
| Risk Rating: |
High |
| Fees |
| TER: |
n/a |
| Annual: |
0.25% |
| Performance: |
n/a |
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| Satrix Capped All Share ETF |
| Price |
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| Performance to 2 Dec 2021 |
| R1 000 Lumpsum (NAV-NAV Incl. Dividends) |
| Period |
Return |
Value(R) |
Inflation(R) |
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| R100 per Month (NAV-NAV Incl. Dividends) |
| Period |
Return |
Value(R) |
Inflation(R) |
| * Values for periods greater than one year are annualised |
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