OUR FUNDS > Satrix Equally Weighted Top 40

Satrix Equally Weighted Top 40

It's all in the name! This unit trust invests in the largest 40 companies listed on the JSE and holds them in equal weights.



This unit trust tracks the FTSE/JSE Equally Weighted Top 40 Index. The Index includes the largest 40 companies on the JSE (as ranked by investable market cap), but each is held in equal weight i.e. each company is 2.5% of the index. This allows all 40 companies an equal chance of contributing to the performance of the fund over time.

Why Choose Satrix Equally Weighted Top 40


Offers exposure to the small size risk premium, with less concentration in larger companies than market capitalisation weighted indicesBalanced exposure to the industry leaders across sectorsLower management fees which means more return for youSingle factor strategies, like the Satrix Equally Weighted Top 40, offer an effective means of gaining exposure to a particular factor or style in order to compliment or offset other exposures, and should form part of a well-diversified portfolio.

Investor Information As On 27 May 2024


Management Fee Direct to Retail Investor 0.45% + VAT
Management Fee via LISP 0.25% + VAT

Index Composition


  • Basic Materials 30.05%
  • Financials 25.42%
  • Consumer Staples 11.81%
  • Consumer Discretionary 6.96%
  • Technology 6.15%
  • Industrials 5.02%
  • Telecommunications 4.86%
  • Real Estate 4.59%
  • Health Care 2.66%
  • Energy 2.47%

Satrix Equally Weighted Top 40 Fund Performance

STEP 1. CONTRIBUTION

STEP 2. FUND

STEP 3. YEAR

Select the year of investment

VALUE

Fund Documentation

DOCUMENT TYPE
VERSION
 
View


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