You Know. But Have You Told Your Clients?

The benefits of adding indexation to your client’s portfolios are obvious and we challenge you to discuss these with them.

You know Satrix has low fees. But do you know that we have consistently outperformed industry peers*? 

For over 10 years, Satrix Balanced Index Fund has outperformed the ASISA category median for more than 90% of the time, on a rolling 3-year basis. Additionally:

• Satrix ALSI Index Fund: 79% outperformance of peer group median*
• Satrix MSCI World Index Fund: 100% outperformance of peer group median*
  
  

Nothing passive about that.

You might know that Satrix has won the Morningstar Best Fund House for the larger fund range award twice. 2021 and 2022. This award recognises the fund house with the strongest performing fund line-up on a risk-adjusted basis across a range of categories. 

Fund houses that qualify for this award must have at least 10 eligible funds, with a minimum five-year track record in the Morningstar database. This shows the long-term compounding benefit of a more cost-effective approach to investing, as well as having portfolio construction efficiencies and refined rules where it works. 

Indices need not be vanilla. Indices follow rules. This does not mean the rules need to be simple (or vanilla). Actively designed and systematically implemented strategies have shown strong performance locally and globally. Our factor portfolio of funds blends the best of active and “passive”, or indexation as we prefer to call it. This explains why we’ve won the Morningstar award (the first indexation manager to do so).

We offer excellent Value for money and transparency. Satrix has a diverse range of investment products that offer you access to a range of strategies, and asset classes across local and global markets. 

A single point of call for a comprehensive range of investments to suit your client’s needs. Think bonds, infrastructure, Multi Asset, Factors, Thematic and more. Satrix is the multi-award-winning market leader in indexation. 

So, isn’t this worth mentioning to your clients? Incorporating indexation into your clients’ portfolios makes for better outcomes and we can’t wait to discuss how we can partner with you – contact us on info@satrix.co.za.

*ASISA category medians used on a rolling 36-month basis up to end of December 2023.

Disclaimer: 

Satrix Investments (Pty) Ltd is an approved FSP in terms 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, 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 disclaim 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.