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STX40
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Analysis
SATRIX 40 PORTFOLIO
STX40
Johannesburg Stock Exchange
STX40
Johannesburg Stock Exchange
STX40
Johannesburg Stock Exchange
STX40
Johannesburg Stock Exchange
Market closed
Market closed
No trades
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Overview
Analysis
Ideas
Discussions
Technicals
Seasonals
Key stats
Assets under management (AUM)
—
Fund flows (1Y)
—
Dividend yield (indicated)
3.60%
Discount/Premium to NAV
—
About SATRIX 40 PORTFOLIO
Issuer
Sanlam Ltd.
Brand
Satrix
Expense ratio
0.10%
Home page
satrix.co.za
Inception date
Nov 27, 2000
Index tracked
No Underlying Index
Management style
Active
ISIN
ZAE000027108
This is an aggressively managed, high-risk portfolio that aims to deliver capital growth over the long term.
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Classification
Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Weighting scheme
Market cap
Selection criteria
Exchange listed
Returns
1 month
3 months
Year to date
1 year
3 years
5 years
Price performance
—
—
—
—
—
—
NAV total return
—
—
—
—
—
—
What's in the fund
As of September 30, 2024
Exposure type
Stocks
Bonds, Cash & Other
Finance
Non-Energy Minerals
Technology Services
Stocks
99.05%
Finance
35.22%
Non-Energy Minerals
17.48%
Technology Services
17.09%
Retail Trade
9.60%
Consumer Non-Durables
4.45%
Communications
4.21%
Consumer Durables
2.81%
Consumer Services
2.68%
Process Industries
2.30%
Health Technology
1.37%
Distribution Services
1.08%
Energy Minerals
0.76%
Bonds, Cash & Other
0.95%
Cash
0.95%
Stock breakdown by region
1%
2%
15%
79%
Africa
79.65%
Europe
15.86%
North America
2.64%
Oceania
1.85%
Latin America
0.00%
Asia
0.00%
Middle East
0.00%
Top 10 holdings
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows