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 five 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 five 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 EQUITY | GLOBAL EQUITY |
ETF | EFT |
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% | SATRIX MSCI WORLD ETF Satrix MSCI World ETF invests in approximately 1400 large and medium sized companies across developed markets 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 market companies across the world Which index does it track? MSCI World What is the investment vehicle? Exchange Traded Fund What is the cost? Targeted TER 0.35% |
MULTI-ASSET | MONEY MARKET |
UNIT TRUST | UNIT TRUST |
SATRIX BALANCED INDEX 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 | SATRIX MONEY 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 |
MULTI-ASSET |
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ETF |
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SATRIX GLOBAL BALANCED FOF ETF Satrix Global Balanced Fund of Funds ETF offers a diversified blend of global indices representing different asset classes including global equities, bonds, infrastructure, property, and cash. This ETF can be utilised to gain broadly diversified global exposure through a single fund, providing a simple and cost-effective way to diversify offshore. What does the fund invest in? Different asset classes including equities, bonds, inflation-linked bonds, listed infrastructure, listed property, credit, and cash Which index does it track? Satrix Global Balanced Index What is the investment vehicle? Exchange Traded Fund What is the cost? Targeted TER 0.35% |
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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.
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