OUR FUNDS > Satrix Global Balanced Fund of Funds ETF

Satrix Global Balanced Fund of Funds ETF

This ETF will track the Satrix Global Balanced Index in ZAR and aims to provide local investors with optimally diversified exposure to a global basket of indices representing different asset classes.



This ETF will track the Satrix Global Balanced Index in ZAR and aims to provide local investors with optimally diversified exposure to a global basket of indices representing different asset classes. 

 

Why Choose Satrix Global Balanced Fund of Funds ETF


 

The ETF will gain exposure to different asset classes by tracking the Satrix Global Balanced Index.  
 
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.The listed asset classes include equities, bonds, inflation-linked bonds, listed infrastructure, listed property, credit, and cash. 
 
This ETF is suitable for investors seeking to acquire diversified global exposure in ZAR.  

Satrix Global Balanced Fund of Funds ETF Fund Performance

STEP 1. CONTRIBUTION

STEP 2. FUND

STEP 3. YEAR

Select the year of investment

VALUE

Fund Price


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.


Select date range:

Start date :

End date :



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 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.

Select fund to compare:




Select date range:


Start date :

End date :


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.


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