Satrix Balanced

A moderate risk fund which invests across all asset classes both locally and internationally.

Tax free savings accounts are available across all Satrix funds

ETFs or Unit Trusts

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Satrix Balanced Index Fund - High Equity

The Satrix Balanced Index Fund tracks the proprietary Satrix Balanced Index and offers diversified exposure to all the key local and international asset classes. The local equity component tracks the proprietary Satrix SmartCoreTM Index, which offers multi-factor exposure to these expected long-term drivers of excess return: value, quality and momentum.

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 Documentation

Document Type

For all paper-based application forms please click here