Satrix Dividend Plus Index Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R284 R 37 13.028%
Number of Accounts (Mar 2019)
623 16 2.5682%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 282 R 247
    Local    R 282    R 247
    Foreign    R 0    R 0
Cash Instr. R 2 R 0
    Local    R 2    R 0
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
This is a pure equity fund that aims to replicate the FTSE/JSE Dividend Plus Index.

The appeal for an investor is the alternate weighting methodology (discussed below) to the traditional FTSE/JSE Top 40, which is a market cap weighted index.The fund is rebalanced bi-annually in March and September.We believe that the benchmark choice and resulting returns form the most important elements of an equity strategy - by investing in a passive vehicle the returns to investment strategies are known.By applying a full replication strategy there is no risk of deviation from the chosen benchmark.
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