| Satrix 40 ETF
Type: Passive ETF |
JSE code: STX40 |
| Benchmark: FTSE/JSE Top 40 (J200) | Classification: Local Equity |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R21 billion |
| TIC (TER where TIC not indicated): 0.12% (What is TER?) | Distribution: Quarterly | Sep-25: 77.98, Dec-25: 55.71, Mar-26: 96.62, Jun-26: 98.31 (cents/unit) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year 18.37% | 3 year 16.62% | 5 year 15.09% | Since listing % |
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| Top holdings:
NASPERS -N (8.75%), GOLDFIELDS LTD (6.99%), FIRSTRAND (6.84%), ANGLOGOLD ASHANTI-SPON ADR (6.33%), STANBANK (6.05%), CAPITEC (5.86%), MTN GROUP (5.73%), Valterra Platinum Ltd (3.78%), Alpha (3.40%), ABSA GROUP LTD (2.67%) |
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| MDD updated: 30 June 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
The mandate of the Satrix 40 ETF (Satrix 40) is to track, as closely as possible, the value of the FTSE/JSE Top 40 index (J200). Satrix 40 is an index tracking fund, registered as a Collective Investment Scheme, and is also listed on the Johannesburg Stock Exchange as an Exchange Traded Fund. Satrix 40 provides investors with the price performance of the FTSE/JSE Top 40 index (J200) as well as pays out, on a quarterly basis, all dividends received from companies comprising the index, net of cost. In order to reduce costs and minimise tracking error, Satrix 40 engages in scrip lending activities with SIM and Investec. Manufactured (taxable) dividends could arise from such transactions. |
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All data from the issuer Minimum Disclosure Documents (MDD) and updated as they update their MDDs. Please check all data, we take no responsibility for errors.