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SATRIX Exchange Traded Funds (ETF's)

satrix | satrix top40 | satrix indi25 | satrix fini15 | satrix resi | satrix swix top40 | satrix dividend plus | satrix rafi 40

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JE Financial Consulting is a JSE accredited Financial Services Provider for Exchange Traded Funds and licensed to provide advice.


Satrix lets you own the performance of the JSE's top blue chip companies with a single transaction.

Satrix securities are listed Collective Investment Schemes that replicate the dividend and price performance of a particular index.

They provide the same returns as would be received had the investor directly purchased shares in each company in the relevant JSE index. The JSE, in collaboration with FTSE, determine a number of indices which are used as barometers of the market (or sectors thereof).

Satrix Exchange Traded Fund

The SATRIX funds are:

  • Satrix TOP40 (top40)
    (Top 40 listed companies index)
    JSE Code:STX40
  • Satrix INDI25 (indi)
    (Top 25 listed industrial companies index)
    JSE Code:STXIND
  • Satrix FINI15 (fini)
    (Top 15 listed financial companies index)
    JSE Code:STXFIN
  • Satrix Swix Top 40 (swix)
    (Less volatile Basket of Top 40 Shares)
    JSE Code:STXSWX
  • Satrix RESI (resi)
    (Major 10 resource companies listed on the JSE)
    JSE Code:STXRES
  • Satrix Dividend Plus (divi)
    (Top 30 companies paying higher than average dividends)
    JSE Code:STXDIV
  • Satrix RAFI 40
    (RAFI 40 index selects companies on the basis of an indexing method that utilizes various fundamental accounting measures for choosing the constituent companies in the index, rather than the more traditional market capitalization method.)
    JSE Code:STXRAF

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A single transaction. Lower costs.

Satrix is designed to give low-cost exposure to the JSE. Firstly, there is only a single transaction cost when you buy Satrix. Secondly, the stocks that make up Satrix change very seldom. Unlike actively managed funds, where the managers are constantly dealing and churning the portfolio in search of the next winners, investors in Satrix don’t have these costs. You get transparency, value for money and instant access. Satrix is that simple, that cost effective and that powerful.

The advantages of Satrix are easy to see:

  • You have a well-diversified investment.
  • You can buy or sell at any time, at a price you know and which reflects net asset value.
  • You can invest at a low cost. Sales and transaction costs are external to the fund; Satrix trades at, or as near as possible to, net asset value.

Satrix Performance:

Satrix Fund Performance figures, income reinvested on payment date
Satrix Fund JSE Codes
1 year
3 year
5 year
Since Inception
   
     
Satrix Swix Top40 (swix)
STXSWX
2.72%
14.52%
14.91%
12.49%
Satrix Resi (resi)
STXRES
-19.15%
-7.33%
-8.01%
0.32%
Satrix Rafi40 (rafi)
STXRAF
0.45%
9.31%
9.76%
13.65%
Satrix Indi25 (indi)
STXIND
8.17%
17.56%
23.05%
19.75%
Satrix Fini15 (fini)
STXFIN
-7.37%
13.52%
16.63%
14.81%
Satrix Dividend Plus (divi)
STXDIV
-6.19%
3.65%
7.70%
9.19%
Satrix Top40 (top40)
STX40
2.20%
12.21%
12.75%
15.33%
Source: Morningstar©, June 2016 Satrix Fund Fact sheets.
(past performance is not necessarily a guide to future performance)

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...Short Description of SATRIX Exchange Traded Funds:

Satrix 40 gives investors the price performance of the FTSE/JSE Top 40 index. It enables you to invest in a single security hat provides a diversified portfolio of thetop 40 companies on the JSE, measured by their market capitalisation. Every quarter, Satrix 40 pays out all the dividends received from the JSE’s Top 40 companies, less costs.

Satrix INDI gives you the price performance and dividend yield of the FTSE/JSE Industrial 25 index.

Satrix FINI gives you the price performance and dividend yield of the FTSE/JSE Financial 15 index.

Satrix SWIX provides the price performance and yield of the FTSE/JSE Swix 40 index. A Less volatile Basket of Top 40 Shares.

The Satrix Swix Top 40 provides a low cost and efficient way to invest in the FTSE/JSE Shareholder Weighted Top 40 Index. This index downweights the shares in the Top 40 index held by non-South African shareholders.

Thereby reducing the net weightings of resources and dual listed stocks and increasing the weightings of financial, industrial and telecommunications shares, relative to the Top 40 Index.

This index is regarded by South African asset managers and institutional investment advisers as the primary benchmark for the performance of the South African equity market. Accordingly, the Satrix Swix Top 40 is designed to appeal to institutional and long-term investors.

The FTSE/JSE Swix Top 40 Index contains the Top 40 companies in the JSE weighted by their market capitalisation, free float and liquidity, but with certain constituent company weightings being further adjusted for non- South African shareholdings.

Satrix RESI provides the price performance and yield of the FTSE/JSE Resi index. Invest in Resources.

The Satrix Resi provides investors with a low cost and tradable means of investing in the top 10 resource shares listed on the JSE Securities Exchange.

The Satrix Resi provides a balanced exposure to the global mining holding companies, gold mines, platinum, uranium and base metal mines, mining resource companies and Sasol listed on the JSE.

It gives direct exposure to the resources sector of the JSE, which enables investors to benefit from trends in global commodity cycles.

The FTSE/JSE Resi is an index comprising the major 10 resource companies listed on the JSE, based on market capitalisation, free float and liquidity of these resource companies.

Satrix Divi, the Satrix Dividend Plus will provide a means of investing in a portfolio of companies
paying higher than average dividends on the JSE. The Satrix Divi portfolio will invest in the FTSE/JSE Dividend Plus Index. This consists of 30 companies, selected from the JSE Top 40 and Mid-Cap indices, that are expected to pay the best normal dividends over the forthcoming year. The unique features the Satrix Divi offers, are:

  • It will appeal to investors seeking a high income portfolio on the JSE.
  • It holds the promise of outperformance, as the high dividend paying component companies in the Satrix Divi are likely to re-rated relative to the rest of the market.
  • The Satrix Divi will have a low correlation with other indices on the JSE and accordingly, it provides an ideal product for diversifying investment portfolios.
  • The high yield nature of the Satrix Divi provides a defensive investment for the risk averse investor.

Satrix RAFI 40

  • It is based on a fundamental index – the RAFI 40 index selects companies on the basis of an indexing method that utilizes various fundamental accounting measures for choosing the constituent companies in the index, rather than the more traditional market capitalization method.  Factor 1: Book Value; Factor 2: Cash Flow; Factor 3: Dividends; Factor 4: Sales
  • It is a Total Return Index – Total Return Indices (TRIs), measure the total return on the underlying index, by combining both the capital performance plus the reinvestment income of the constituent companies in the index, i.e. capital growth plus yield.
  • The RAFI 40 indices also demonstrates significantly lower volatility than the FTSE/JSE Top 40 market cap-weighted indices, indicating lower risk for long-term investors.

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SATRIX - Advice, Info & Easy application

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