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Satrix JSE Global Equity

This ETF tracks the performance of the FTSE/JSE Global Investor Index, which is comprised of local equities with a stronger global flavour.



JSE code: STXJGE. The Satrix JSE Global Equity ETF tracks the performance of the FTSE/JSE Global Investor Index, which uses global free floats in weighting constituent indices, thereby offering a rand hedge alternative to local equity indices with a higher proportion of earnings from offshore. This can act as a useful ballast to other local equity indices, which down-weight the dual-listed companies.

Why Choose Satrix JSE Global Equity


 

The FTSE/JSE Global Investor Index upweights JSE-listed global companies by considering the global free float for index weighting and inclusion purposes.The Index has a significantly higher rand hedge component with a larger proportion of revenue generated offshore, compared to other vanilla equity FTSE/JSE indices, providing potential upside should the currency weaken.The Index holds 50 of the largest locally listed companies, with a sector split between Resources, Industrials excluding Technology, Technology and  Financials.Single stock exposures are capped at 10% and the portfolio is rebalanced quarterly.

Investor Information As On 17 Mar 2026


Net Asset Value per Satrix JSE Global Equity ETF security R 100.8546
Distributable Amount per security 0.589
Cash Contribution per Satrix JSE Global Equity ETF basket R 64 300.00
Market Capitalisation of Satrix JSE Global Equity ETF R 174 953 572.15
FTSE/JSE Satrix JSE Global Equity ETF 996.10
Total Expense Ratio 0.15%

Index Composition


  • Basic Resources 40.99%
  • Food Beverage and Tobacco 16.98%
  • Banks 10.81%
  • Technology 8.21%
  • Consumer Products and Services 7.93%
  • Insurance 3.00%
  • Telecommunications 2.85%
  • Personal Care Drug and Grocery Stores 2.18%
  • Real Estate 1.86%
  • Financial Services 1.44%
  • Retail 1.30%
  • Industrial Goods & Sevices 1.05%
  • Chemicals 0.75%
  • Health Care 0.33%
  • Energy 0.33%

Satrix JSE Global Equity Fund Performance

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The investment performance is for illustrative purposes only and is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.


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Satrix ETF performance indicator:


The graph represents price performance using JSE closing prices per Satrix security and is relevant to each Satrix ETF (product) as offered by Satrix. Performance is for illustrative purposes only and past performance is not indicative of future performance. 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.

Performance Table


28 Feb 2026 Fund * Benchmark ** CPI Inflation ***
Unannualized:
Annualized:
Since Inception 28.13% 28.61% 4.74%
Year to Date 11.61% 11.67% 1.09%
1 Year 43.88% 44.43% 2.48%
3 Years 0.0% 0.0% 0.0%
5 Years 0.0% 0.0% 0.0%
7 Years 0.0% 0.0% 0.0%
10 Years 0.0% 0.0% 0.0%
  • * Returns are calculated for lump sum investments. All dividends reinvested on ex-date.
  • ** FTSE/JSE Top 40 Index total return index.
  • *** This is based on the latest CPI numbers.

Fund Comparison Tool

The investment performance is for illustrative purposes only and is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.

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Satrix ETF performance indicator:


The graph represents price performance using JSE closing prices per Satrix security and is relevant to each Satrix ETF (product) as offered by Satrix. Performance is for illustrative purposes only and past performance is not indicative of future performance. 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.

Fund Documentation

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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.


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