All Satrix products track an index. To understand what you’re investing in, look at the index composition below of each product. This information gives you more detail about the index which your product tracks and indicates the exposure to various sectors and asset classes (if applicable). Also, by clicking on ‘constituent details’ you can view the individual securities and their weights held in the index which your chosen product tracks.
ETF performance is based on JSE closing prices. Unit trust performance is based on Net Asset Value. Investment performance is for illustrative purposes only and past performance is not indicative of future performance. The performance of all portfolios depends on the underlying assets and variable market factors.
Returns are calculated for lump sum investments and all dividends are reinvested on ex-date. Annualised return is the weighted average compound growth rate over the period measured.
Compare the performance of two Satrix products with each other. Choose a second product below to compare performance with the one you are currently investigating. You can also determine the time frame over which you’d like to make this comparison.
An individual’s investment performance and the Portfolio NAV may differ from the indicators in the graph as a result of other factors such as brokerage fees, acquisition prices, portfolio costs, management fees, dividend declarations and reinvestment, and withholding taxes, where applicable.
This investment performance is for illustrative purposes only. The investment performance is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.