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Satrix INDI

It's local industrial stocks you're after. This ETF tracks the 25 largest industrial companies listed on the JSE.



JSE code: STXIND If you're looking for concentrated industrial sector exposure, then this is the ETF for you. It tracks the FTSE/JSE Capped Industrial 25 Index which includes the largest industrial companies listed on the JSE, ranked by investable market cap. Distributions are made quarterly.

Why Choose Satrix INDI


Add industrial sector-specific exposure to your portfolio Earn dividend income with the potential for capital gains Portfolio script lending reduces fees, meaning more return for you

Investor Information As On 19 Apr 2024


Net Asset Value per Satrix INDI ETF security R 98.0441
Distributable Amount per security 1.0682
Cash Contribution per Satrix INDI ETF Basket R 53 410.00
Market Capitalisation of Satrix INDI ETF R 2 003 869 487.06
FTSE/JSE Capped Industrial 25 Index 94 763.40
Total Expense Ratio: 0.44%

Index Composition


  • Software & Computer Services 33.39%
  • Personal Care Drug and Grocery Stores 15.05%
  • Telecommunications Service Providers 10.54%
  • Retailers 8.73%
  • Personal Goods 7.50%
  • Tobacco 6.60%
  • General Industrials 6.56%
  • Beverages 3.86%
  • Pharmaceuticals & Biotechnology 3.81%
  • Food Producers 2.61%
  • Health Care Providers 1.35%

Satrix INDI 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


31 Mar 2024 Fund * Benchmark ** CPI Inflation ***
Unannualized:
Since Inception (Mar 2002) 2063.47% 2312.0% 38.4%
Annualized:
Since Inception 14.94% 15.5% 5.5%
Year to Date 0.6% 0.74% 2.04%
1 Year 3.04% 3.19% 5.5%
3 Years 8.79% 9.26% 6.18%
5 Years 10.4% 10.92% 5.17%
7 Years 7.59% 8.08% 4.88%
10 Years 8.22% 8.74% 5.06%
  • * Returns are calculated for lump sum investments. All dividends reinvested on ex-date.
  • ** The benchmark is a 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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