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10X NEXT 40

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Overview
Analysis
Discussions Technicals Seasonals

Key stats


Assets under management (AUM)
‪35.92 B‬ ZAR
Fund flows (1Y)
‪995.45 B‬ ZAR
Dividend yield (indicated)
3.70%
Discount/Premium to NAV
−99.0%

About 10X NEXT 40


Issuer
10X Fund Managers (RF) Proprietary Ltd
Brand
10X
Expense ratio
0.41%
Home page
intermediaries.10x.co.za
Inception date
Apr 25, 2023
Index tracked
Wealth Next 40 Equal Weighted Index - ZAR - Benchmark TR Gross
Management style
Passive
ISIN
ZAE000320784
The investment objective of the portfolio shall be to track the Wealth Next 40 Equal Weighted Index (a custom index calculated interdependently by S&P Dow Jones) as closely as possible.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance——————
NAV total return——————

What's in the fund


As of November 19, 2024
Exposure type
StocksBonds, Cash & Other
Finance
Non-Energy Minerals
Retail Trade
Stocks99.03%
Finance34.50%
Non-Energy Minerals18.53%
Retail Trade12.99%
Distribution Services9.80%
Process Industries6.22%
Consumer Non-Durables4.89%
Health Services2.63%
Energy Minerals2.55%
Commercial Services2.40%
Consumer Services2.38%
Health Technology2.14%
Bonds, Cash & Other0.97%
Cash0.97%
Stock breakdown by region
9%90%
Africa90.47%
Europe9.53%
North America0.00%
Latin America0.00%
Asia0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows