Satrix Low Equity Balanced

A cautious 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 Low Equity Balanced Index Fund

The Satrix Low Equity Balanced Index Fund offers diversified exposure to all local and international asset classes i.e. cash, bonds, property and equity. The fund tracks the proprietary Satrix Low Equity Balanced Index. The weight of the local and international equity component totals 35%. The fund aims to provide a reasonable level of income whilst seeking to preserve capital, in real terms with lower volatility, over a medium to long term period. The fund is Regulation 28 compliant.

Investor Information

As On 12 Apr 2021

Management Fee Direct to Retail Investor 0.60% + VAT
Management Fee via LISP 0.35% + VAT

Index Composition

  • SA Bonds 40.97%
  • Foreign Equity 20.00%
  • SA Cash 16.18%
  • SA Equity 14.96%
  • SA Property 5.00%
  • Foreign Bonds 2.87%
  • Foreign Cash 0.02%

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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Fund Documentation

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