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.

Tax free savings accounts are available across all Satrix funds

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Satrix Equally Weighted Top 40 Index Fund

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.

Investor Information

As On 30 Jun 2022

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

Index Composition

  • Financials 27.40%
  • Basic Materials 23.61%
  • Consumer Staples 12.68%
  • Consumer Discretionary 7.75%
  • Telecommunications 7.15%
  • Technology 6.31%
  • Industrials 5.07%
  • Real Estate 4.88%
  • Health Care 2.59%
  • Energy 2.56%

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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