Satrix S&P 500

Invest in 500 of the leading companies in the United States in a single trade

Tax free savings accounts are available across all Satrix funds

ETFs or Unit Trusts

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Satrix S&P 500 ETF

JSE code: STX500  The Satrix S&P 500 Feeder Portfolio provides an investment vehicle for investors wishing to track the movement of the S&P 500 Index by investing in the iShares Core S&P 500 UCITS ETF (“underlying fund”) securities. 

Further information on the underlying fund can be obtained directly from the following link : iShares Core S&P 500 UCITS ETF

Investor Information

As On 29 May 2020

Net Asset Value per Satrix S&P 500 ETF security R 53.0833
Market Capitalisation of Satrix S&P 500 ETF R 1 126 882 994.22
Total Expense Ratio 0.25%

Index Composition

  • International Equity 100.00%

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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