| Satrix Low Volatility ETF
Type: Passive ETF |
JSE code: STXLVL |
| Benchmark: Satrix Low Volatility Index | Classification: Local Equity |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 38 million |
| TIC (TER where TIC not indicated): 0.77% (What is TER?) | Distribution: Quarterly. Mar 2026: 17.31 cps |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year 18.079999999999998% | 3 year 19.600000000000001% | 5 year 11.19% | Since listing 6.07% |
|
| Top holdings:
FIRSTRAND (8.08%), CAPITEC (7.68%), ANGLO GOLD ASHANTI (7.67%), NETCARE (6.27%), NASPERS -N (5.72%), GOLDFIELDS LTD (5.14%), BHP Group Limited (4.81%), BRITISH AMERICAN TOBACCO PLC (4.63%), OUTSURANCE (4.25%), Valterra Platinum Ltd (4.03%) |
|
| MDD updated: 31 May 2026 (Understanding your MDD) | |
| Description:
The Satrix Low Volatility ETF provides diversified exposure to highly liquid mid- and large-cap South African listed equities that have attractive low-volatility attributes. Low volatility is measured as a combination of price stability and stable sales- and earnings growth numbers. The index is rebalanced quarterly and uses an optimization process that targets the desired low volatility attributes while reducing risk concentration. Constraints, such as turnover limits and single stock and sector exposure limits, are also used to reduce overall costs and help ensure risk diversification. The ETF pays out, on a quarterly basis, all dividends received from companies comprising the index, net of cost. |
|
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.