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Satrix Mid Cap

This unit trust gives you exposure to Mid Cap companies listed on the JSE.



This unit trust tracks the performance of the FTSE/JSE Mid Cap Index. This index represents 85%-96% of the full market capital value (before the application of any investability weightings) of all qualifying ordinary securities listed on the main board of the JSE.
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Why Choose Satrix Mid Cap


Mid cap shares tend to have longer and higher earnings growth potential.Relatively larger number of stocks creates diversification benefits.Aims for a balance of income and capital growth over the medium to long term. 

Index Composition

  • Basic Materials 24.50%
  • Financials 22.65%
  • Consumer Discretionary 14.41%
  • Consumer Staples 12.76%
  • Real Estate 11.31%
  • Health Care 4.90%
  • Industrials 4.70%
  • Energy 2.56%
  • Telecommunications 1.60%
  • Technology 0.60%

Satrix Mid Cap Fund Performance

STEP 1. CONTRIBUTION

STEP 2. FUND

STEP 3. YEAR

Select the year of investment

VALUE

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Fund Documentation

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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