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Satrix Mid Cap
This unit trust gives you exposure to Mid Cap companies listed on the JSE.
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40
UNIT TRUSTTax free savings accounts are available across all Satrix funds
ETFs or Unit Trusts
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This unit trust tracks the performance of the FTSE/JSE Mid Cap Index. This index represents 85%-96% of the full market capital value (before the application of any investability weightings) of all qualifying ordinary securities listed on the main board of the JSE.
Why Choose Satrix Mid Cap
| Mid cap shares tend to have longer and higher earnings growth potential | Relatively larger number of stocks creates diversification benefits | Aims for a balance of income and capital growth over the medium to long term |
Index Composition
- Financials 25.84%
- Basic Materials 18.42%
- Consumer Discretionary 16.77%
- Consumer Staples 12.13%
- Real Estate 10.13%
- Health Care 6.37%
- Industrials 5.45%
- Energy 3.22%
- Telecommunications 1.38%
- Technology 0.29%
CONSTITUENT DETAILS
| CODE | SHARE NAME | INDUSTRY | WEIGHT | MARKET CAP | CLOSING |
|---|---|---|---|---|---|
| APN | ASPEN | Health Care | 3.76% | 18169080.00 | 170.25 |
| ARI | AFRICAN RAINBOW | Basic Materials | 0.97% | 4706224.90 | 163.15 |
| AVI | AVI LIMITED | Consumer Staples | 2.11% | 10185699.60 | 111.7 |
| BVT | BIDVEST GROUP LIMITED | Industrials | 5.45% | 26304312.65 | 281.05 |
| BYI | Bytes Technology Group | Technology | 0.29% | 1382227.20 | 101.04 |
| CLS | CLICKS GROUP | Consumer Staples | 5.35% | 25801255.05 | 393.15 |
| DCP | DIS-CHEM | Consumer Staples | 1.00% | 4839828.26 | 37.22 |
| DSY | DISCOVERY | Financials | 5.98% | 28851299.93 | 196.01 |
| EXX | EXXARO RESOURCES LTD | Energy | 2.36% | 11381116.03 | 171.07 |
| GRT | GROWTHPOINT | Real Estate | 2.53% | 12224973.48 | 13.17 |
| HAR | HARMONY GOLD MINING | Basic Materials | 5.49% | 26494431.00 | 173.0 |
| HMN | HAMMERSON PLC | Real Estate | 0.25% | 1207182.00 | 64.5 |
| IMP | IMPLATS | Basic Materials | 5.00% | 24134363.18 | 108.73 |
| LHC | LIFE HEALTHCARE GROU | Health Care | 1.36% | 6577870.28 | 17.24 |
| MCG | MULTICHOICE GROUP LTD | Telecommunications | 1.38% | 6681420.00 | 108.0 |
| MRP | MR PRICE GROUP LTD | Consumer Discretionary | 4.20% | 20266592.60 | 295.69 |
| MTM | MTM MOMENTUM METROPOLITAN HOLDINGS LTD | Financials | 2.23% | 10742752.00 | 30.4 |
| N91 | Ninety One Plc | Financials | 0.39% | 1860639.19 | 37.33 |
| NPH | Northam Platinum Holdings | Basic Materials | 2.31% | 11127000.78 | 114.38 |
| NRP | NEPI ROCKCASTLE PLC | Real Estate | 4.69% | 22634718.48 | 139.92 |
| NTC | NETCARE | Health Care | 1.24% | 5986860.92 | 15.37 |
| NY1 | Ninety One Limited | Financials | 0.50% | 2428537.68 | 37.54 |
| OMU | OLD MUTUAL LTD | Financials | 3.23% | 15597096.55 | 12.95 |
| OUT | OUTSURANCE | Financials | 3.16% | 15255943.12 | 65.56 |
| PHP | Primary Health Properties | Real Estate | 0.12% | 563180.10 | 21.1 |
| PPH | PEPKOR HOLDINGS LTD | Consumer Discretionary | 3.61% | 17421370.07 | 23.99 |
| QLT | QUILTER PLC | Financials | 1.52% | 7335643.00 | 32.2 |
| RDF | REDEFINE | Real Estate | 1.85% | 8910161.61 | 4.79 |
| REM | REMGRO | Financials | 4.31% | 20784396.40 | 150.16 |
| RNI | REINET INVESTMENTS SCA | Financials | 3.65% | 17608347.24 | 480.04 |
| SAP | SAPPI | Basic Materials | 1.67% | 8050971.15 | 49.03 |
| SHC | Shaftesbury Capital | Real Estate | 0.20% | 960986.18 | 29.26 |
| SNT | SANTAM | Financials | 0.89% | 4273544.70 | 384.9 |
| SPP | SPAR | Consumer Staples | 1.48% | 7157146.29 | 134.87 |
| SRE | SIRIUS REAL ESTATE LTD | Real Estate | 0.49% | 2381850.80 | 19.6 |
| SSW | Sibanye Stillwater Ltd | Basic Materials | 2.99% | 14411832.66 | 18.63 |
| TBS | TIGBRANDS | Consumer Staples | 2.19% | 10573560.04 | 245.48 |
| TFG | THE FOSCHINI GROUP LTD | Consumer Discretionary | 3.15% | 15220334.00 | 172.4 |
| TGA | Thungela Resources?Ltd | Energy | 0.86% | 4152577.23 | 137.79 |
| TRU | TRUWORTHS | Consumer Discretionary | 2.27% | 10954396.36 | 108.26 |
| WHL | Woolworths | Consumer Discretionary | 3.54% | 17104424.64 | 68.96 |
| SHARE NAME | ASPEN |
|---|---|
| CODE | APN |
| INDUSTRY | Health Care |
| WEIGHT | 3.76% |
| SHARE NAME | AFRICAN RAINBOW |
| CODE | ARI |
| INDUSTRY | Basic Materials |
| WEIGHT | 0.97% |
| SHARE NAME | AVI LIMITED |
| CODE | AVI |
| INDUSTRY | Consumer Staples |
| WEIGHT | 2.11% |
| SHARE NAME | BIDVEST GROUP LIMITED |
| CODE | BVT |
| INDUSTRY | Industrials |
| WEIGHT | 5.45% |
| SHARE NAME | Bytes Technology Group |
| CODE | BYI |
| INDUSTRY | Technology |
| WEIGHT | 0.29% |
| SHARE NAME | CLICKS GROUP |
| CODE | CLS |
| INDUSTRY | Consumer Staples |
| WEIGHT | 5.35% |
| SHARE NAME | DIS-CHEM |
| CODE | DCP |
| INDUSTRY | Consumer Staples |
| WEIGHT | 1.00% |
| SHARE NAME | DISCOVERY |
| CODE | DSY |
| INDUSTRY | Financials |
| WEIGHT | 5.98% |
| SHARE NAME | EXXARO RESOURCES LTD |
| CODE | EXX |
| INDUSTRY | Energy |
| WEIGHT | 2.36% |
| SHARE NAME | GROWTHPOINT |
| CODE | GRT |
| INDUSTRY | Real Estate |
| WEIGHT | 2.53% |
| SHARE NAME | HARMONY GOLD MINING |
| CODE | HAR |
| INDUSTRY | Basic Materials |
| WEIGHT | 5.49% |
| SHARE NAME | HAMMERSON PLC |
| CODE | HMN |
| INDUSTRY | Real Estate |
| WEIGHT | 0.25% |
| SHARE NAME | IMPLATS |
| CODE | IMP |
| INDUSTRY | Basic Materials |
| WEIGHT | 5.00% |
| SHARE NAME | LIFE HEALTHCARE GROU |
| CODE | LHC |
| INDUSTRY | Health Care |
| WEIGHT | 1.36% |
| SHARE NAME | MULTICHOICE GROUP LTD |
| CODE | MCG |
| INDUSTRY | Telecommunications |
| WEIGHT | 1.38% |
| SHARE NAME | MR PRICE GROUP LTD |
| CODE | MRP |
| INDUSTRY | Consumer Discretionary |
| WEIGHT | 4.20% |
| SHARE NAME | MTM MOMENTUM METROPOLITAN HOLDINGS LTD |
| CODE | MTM |
| INDUSTRY | Financials |
| WEIGHT | 2.23% |
| SHARE NAME | Ninety One Plc |
| CODE | N91 |
| INDUSTRY | Financials |
| WEIGHT | 0.39% |
| SHARE NAME | Northam Platinum Holdings |
| CODE | NPH |
| INDUSTRY | Basic Materials |
| WEIGHT | 2.31% |
| SHARE NAME | NEPI ROCKCASTLE PLC |
| CODE | NRP |
| INDUSTRY | Real Estate |
| WEIGHT | 4.69% |
| SHARE NAME | NETCARE |
| CODE | NTC |
| INDUSTRY | Health Care |
| WEIGHT | 1.24% |
| SHARE NAME | Ninety One Limited |
| CODE | NY1 |
| INDUSTRY | Financials |
| WEIGHT | 0.50% |
| SHARE NAME | OLD MUTUAL LTD |
| CODE | OMU |
| INDUSTRY | Financials |
| WEIGHT | 3.23% |
| SHARE NAME | OUTSURANCE |
| CODE | OUT |
| INDUSTRY | Financials |
| WEIGHT | 3.16% |
| SHARE NAME | Primary Health Properties |
| CODE | PHP |
| INDUSTRY | Real Estate |
| WEIGHT | 0.12% |
| SHARE NAME | PEPKOR HOLDINGS LTD |
| CODE | PPH |
| INDUSTRY | Consumer Discretionary |
| WEIGHT | 3.61% |
| SHARE NAME | QUILTER PLC |
| CODE | QLT |
| INDUSTRY | Financials |
| WEIGHT | 1.52% |
| SHARE NAME | REDEFINE |
| CODE | RDF |
| INDUSTRY | Real Estate |
| WEIGHT | 1.85% |
| SHARE NAME | REMGRO |
| CODE | REM |
| INDUSTRY | Financials |
| WEIGHT | 4.31% |
| SHARE NAME | REINET INVESTMENTS SCA |
| CODE | RNI |
| INDUSTRY | Financials |
| WEIGHT | 3.65% |
| SHARE NAME | SAPPI |
| CODE | SAP |
| INDUSTRY | Basic Materials |
| WEIGHT | 1.67% |
| SHARE NAME | Shaftesbury Capital |
| CODE | SHC |
| INDUSTRY | Real Estate |
| WEIGHT | 0.20% |
| SHARE NAME | SANTAM |
| CODE | SNT |
| INDUSTRY | Financials |
| WEIGHT | 0.89% |
| SHARE NAME | SPAR |
| CODE | SPP |
| INDUSTRY | Consumer Staples |
| WEIGHT | 1.48% |
| SHARE NAME | SIRIUS REAL ESTATE LTD |
| CODE | SRE |
| INDUSTRY | Real Estate |
| WEIGHT | 0.49% |
| SHARE NAME | Sibanye Stillwater Ltd |
| CODE | SSW |
| INDUSTRY | Basic Materials |
| WEIGHT | 2.99% |
| SHARE NAME | TIGBRANDS |
| CODE | TBS |
| INDUSTRY | Consumer Staples |
| WEIGHT | 2.19% |
| SHARE NAME | THE FOSCHINI GROUP LTD |
| CODE | TFG |
| INDUSTRY | Consumer Discretionary |
| WEIGHT | 3.15% |
| SHARE NAME | Thungela Resources?Ltd |
| CODE | TGA |
| INDUSTRY | Energy |
| WEIGHT | 0.86% |
| SHARE NAME | TRUWORTHS |
| CODE | TRU |
| INDUSTRY | Consumer Discretionary |
| WEIGHT | 2.27% |
| SHARE NAME | Woolworths |
| CODE | WHL |
| INDUSTRY | Consumer Discretionary |
| WEIGHT | 3.54% |
LAST UPDATED: 22/11/2024
Effective Annual Cost
The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the cost you incur when you invest in different financial products. It is expressed as a percentage of your investment amount. The EAC is made up of four charges, which are added together, as shown in the table below. Some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the financial product at the end of the relevant periods shown in the table.
FUND
PLATFORM
CONTRIBUTION FREQUENCY
LUMP SUM AMOUNT
R
MONTHLY CONTRIBUTION amount
R
FINANCIAL ADVISOR FEE
%
| Charges | 1 Year | 3 Years | 5 Years | 10 Years |
|---|