Discover the Satrix Access Range


Your simplified choice of 4 low-cost flagship funds. Too much choice can sometimes lead to indecision, particularly in the world of investing. The simplicity of our Access Range is designed to help you take action.

What is the Satrix Access Range?

Satrix has a broad range of ETFs and index-tracking unit trusts available and the Satrix Access Range is a great place to begin your investment journey, especially if you like smaller menus. It includes four of our flagship funds that cater for a range of investment time horizons and risk appetites. 

If you’re just starting with your investment journey, or prefer to diversify your existing portfolio, our access range is for you. These four flagship funds cover a broad-based local and global market access, as well as a money market fund. For those who just want equity exposure, we’ve included a multi-asset fund which invests in equities, bonds, property and cash. This is your go-to range for low-cost local, global, or multi-asset exposure.

Click here for the Access Range

LOCAL EQUITYGLOBAL EQUITY
ETFEFT

SATRIX 40 ETF 

Satrix 40 owns the 40 largest South African companies in one ETF. So, if local is what you’re after, this is the one for you. 

What does the fund invest in? 

The largest 40 companies listed on the JSE 

Which index does it track? 

FTSE/JSE Top 40 

What is the investment vehicle? 

Exchange Traded Fund 

What is the cost? 

Targeted TER 0.10%

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SATRIX MSCI WORLD ETF 

Satrix MSCI World ETF covers approximately 1800 of the largest developed market global companies in one ETF. If you’ve always wanted to invest offshore but thought, you couldn’t? Think again. 

What does the fund invest in? 

Developed markets across the world. 

Which index does it track? 

MSCI World (Developed Markets) 

What is the investment vehicle? 

Exchange Traded Fund 

What is the cost? 

Targeted TER 0.35%

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MULTI-ASSETMONEY MARKET
UNIT TRUSTUNIT TRUST

SATRIX BALANCED INDEX FUND DEX FUND 

Satrix Balanced Index Fund – this fund invests in stocks, bonds, cash, and listed property both locally and globally. We take the decision-making headache away and in return offer this moderate risk fund. 

What does the fund invest in? 

A variety of asset classes across local and global markets 

Which index does it track? 

Satrix Proprietary Balanced Index 

What is the investment vehicle? 

Unit Trust 

What is the cost? 

Management Fee 0.40%, incl VAT

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SATRIX MONEY MARKET FUND MARKET FUND 

Satrix Money Market Fund – if you’re not ready for the volatility of the stock market, but you still want to start investing, then this money market fund offers you an interest return which you can depend on. 

What does the fund invest in? 

A range of money market instruments 

Which index does it track? 

STEFI Composite index 

What is the investment vehicle? 

Unit Trust 

What is the cost? 

Management Fee 0.29%, incl VAT 

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Deciding between an ETF or unit trust click here.

Disclosure

Satrix Investments (Pty) Ltd is an approved FSP in term of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. 

Disclaimer