Satrix Momentum

This unit trust tracks the proprietary Satrix Momentum Index. The index is designed to include all shares that exhibit strong price and earnings momentum behaviour.

Tax free savings accounts are available across all Satrix funds

ETFs or Unit Trusts

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Satrix Momentum ETF

JSE code: STXMMT Satrix developed the proprietary Satrix Momentum Index which aims to capture the return of the equity market enhanced by the momentum risk premium i.e. a portfolio tilted toward shares that display positive momentum characteristics and away from shares showing negative momentum characteristics. Distributions are made quarterly.


Investor Information

As On 15 Jun 2021

Index Composition

  • Basic Materials 30.19%
  • Financials 26.25%
  • Consumer Discretionary 12.98%
  • Consumer Staples 11.09%
  • Technology 10.66%
  • Telecommunications 3.77%
  • Industrials 2.94%
  • Health Care 2.12%

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

Fund Documentation

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For all paper-based application forms please click here

Satrix Momentum Index Fund

Satrix developed the proprietary Satrix Momentum Index which aims to capture the return of the equity market enhanced by the momentum risk premium i.e. a portfolio tilted toward shares that display positive momentum characteristics and away from shares showing negative momentum characteristics.

Investor Information

As On 16 Jun 2021

Management Fee Direct to Retail Investor 0.45% + VAT
Management Fee via LISP 0.35% + VAT

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

Fund Documentation

Document Type
Version
 
VIEW

For all paper-based application forms please click here

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