Satrix Top 40 Index Fact Sheet

Fund Details
Fund Sector
SA – Equity – Large Cap
Assets Under Management (R m) (Mar 2019)
R325 R 43 13.23%
Number of Accounts (Mar 2019)
1 057 25 2.3651%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 315 R 278
    Local    R 315    R 278
    Foreign    R 0    R 0
Cash Instr. R 10 R 5
    Local    R 10    R 5
    Foreign    R 0    R 0
Property R 9 R 8
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund tracks the performance of the FTSE/JSE Top 40 Index which represents the 40 largest companies by market cap.The fund endeavours to accurately replicate the index by holding all constituents in the exact index weighting.

The index is rebalanced quarterly and the fund therefore incurs minimal trading fees.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 significant deviation from the chosen benchmark before costs
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