| 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 25 million |
| TIC (TER where TIC not indicated): 0.6% (What is TER?) | Distribution: Quarterly. Dec 2025: 29.79 cps; Sep 2025: 37.42 cps; Jun 2025: 42.33 cps; Mar 2025: 13.94 cps |
| Top holdings:
Mtn Group Ltd (12.50%), Sasol Ltd (11.27%), Capitec Bank Holdings Ltd (10.89%), Absa Group Limited (9.75%), Nedbank Group Ltd (6.86%), Bid Corporation Limited (6.73%), Discovery Limited (5.52%), Foschini Ltd (4.75%), Exxaro Resources Ltd (4.56%), Old Mutual Limited (3.41%) |
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| MDD updated: 28 February 2026 (Understanding your MDD) | |
| 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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