| Satrix Swix Top 40 ETF
Type: Passive ETF |
JSE code: STXSWX |
| Benchmark: FTSE/JSE SWIX TOP 40 (J400) | Classification: Local Equity |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 601 million |
| TIC (TER where TIC not indicated): 0.47% (What is TER?) | Distribution: Quarterly. Dec 2025: 8.57 cps; Sep 2025: 13.02 cps; Jun 2025: 16.54 cps; Mar 2025: 4.95 cps |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year % | 3 year % | 5 year % | Since listing % |
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| Top holdings:
Naspers Ltd 11.15%, Gold Fields Ltd 8.57%, Anglogold Ashanti Plc 6.68%, Firstrand Ltd 6.19%, Standard Bank Group 5.10%, Capitec Bank Holdings 4.78%, Valterra Platinum 4.41%, Mtn Group Ltd 3.99%, Prosus Nv 3.20% |
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| MDD updated: 31 December 2025 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
The mandate is to track, as closely as possible, the value of the FTSE/JSE Swix Top 40 index (J400). It is an index tracking fund, registered as a Collective Investment Scheme, and listed on the Johannesburg Stock Exchange as an Exchange Traded Fund. It provides investors with the price performance of the FTSE/JSE Swix Top 40 index (J400) and pays out all dividends received from companies comprising the index quarterly, net of cost. To reduce costs and minimize tracking error, it engages in scrip lending activities with SIM and Investec, which may result in manufactured (taxable) dividends. |
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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.