Satrix Equally Weighted Top 40 Index Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – Large Cap
Assets Under Management (R m) (Mar 2019)
R180 R 0 0%
Number of Accounts (Mar 2019)
818 7 0.8557%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 179 R 179
    Local    R 179    R 179
    Foreign    R 0    R 0
Cash Instr. R 1 R 1
    Local    R 1    R 1
    Foreign    R 0    R 0
Property R 13 R 13
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
This is a pure equity fund which tracks the performance of the FTSE/JSE Equally Weighted Top 40 index.

The appeal for an investor is the alternate weighting methodology to the traditional FTSE/JSE Top 40, which is a market cap weighted index.This fund is rebalanced quarterly.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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