| Satrix Inclusion & Diversity ETF
Type: Passive ETF |
JSE code: STXID |
| Benchmark: FTSE Satrix South Africa Inclusion & Diversity Index | Classification: Local Equity |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 57 million |
| TIC (TER where TIC not indicated): 0.56999999999999995% (What is TER?) | Distribution: Quarterly. Mar 2026: 17.34 cps |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year 39.4% | 3 year 23.08% | 5 year % | Since listing 14.4% |
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| Top holdings:
MTN GROUP (10.81%), CAPITEC (10.54%), SHOPRITE (9.95%), ABSA GROUP LTD (9.75%), NASPERS -N (9.42%), SASOL (9.41%), BIDVEST GROUP LIMITED (5.81%), DISCOVERY (5.12%), SANLAM (4.53%), GROWTHPOINT (3.59%) |
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| MDD updated: 31 May 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
The mandate of the Satrix Inclusion & Diversity ETF (Satrix I&D) is to track, as closely as possible, the value of the FTSE Satrix South Africa Inclusion & Diversity Index. The index uses as its starting point all the listed companies on the JSE that meets LSEG`s ESG criteria. Then, 25 measures are applied that fit into one of four Inclusion and Diversity (I&D) pillars, namely: Diversity; Inclusion; People development; News & controversies. Companies with a non-zero score on each of the four pillars are assigned an overall score, which is simply the average of the pillar scores. They are then ranked based on their overall score in descending order, and the top 30 are included in the index. The index is rebalanced twice a year. |
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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.