Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Satrix SWIX TOP 40 ETF  |  South African-Equity-SA Large Cap
19.1665    -0.1300    (-0.674%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
7.32% 
104.19% 
96.87% 
Int Equity
0.00% 
0.00% 
0.00% 
RSA Bonds
0.00% 
0.00% 
0.00% 
Int Bonds
0.00% 
0.00% 
0.00% 
RSA Real Estate
-0.04% 
1.98% 
2.02% 
Int Real Estate
0.00% 
0.00% 
0.00% 
RSA Cash
-7.27% 
-6.17% 
1.11% 
Int Cash
0.00% 
0.00% 
0.00% 
Asset Allocation: Two Year Quarterly History
Asset Class3Q 20252Q 20251Q 20254Q 20243Q 20242Q 20241Q 20244Q 2023
RSA Equity104.19%96.87%96.72%96.98%97.39%94.18%96.92%95.67%
Int Equity--------
Total Equity104.19%96.87%96.72%96.98%97.39%94.18%96.92%95.67%
RSA Bonds--------
Int Bonds--------
Total Bonds--------
RSA Real Estate1.98%2.02%2.14%2.38%2.34%2.14%2.27%2.02%
Int Real Estate--------
Total Real Estate1.98%2.02%2.14%2.38%2.34%2.14%2.27%2.02%
RSA Cash-6.17%1.11%1.14%0.63%0.27%3.68%0.81%2.31%
Int Cash--------
Total Cash-6.17%1.11%1.14%0.63%0.27%3.68%0.81%2.31%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
Int Total--------
Top Holdings: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
VALTERRA2.45% 4.07% 1.62% 
MTN GROUP-0.28% 3.84% 4.12% 
NASPERS-N0.79% 14.91% 14.13% 
STANBANK-0.16% 4.68% 4.84% 
ANGGOLD1.88% 6.47% 4.59% 
FIRSTRAND-0.28% 5.96% 6.24% 
GFIELDS3.75% 9.69% 5.94% 
ANGLO0.36% 3.12% 2.75% 
CAPITEC-0.44% 4.50% 4.94% 
BATS-0.16% 2.65% 2.81% 
PROSUS0.40% 4.92% 4.52% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Banks
-1.44% 
20.04% 
21.48% 
Beverages
-0.47% 
1.35% 
1.82% 
Cash on call
-7.28% 
-6.17% 
1.11% 
Chemicals
0.20% 
0.95% 
0.75% 
General Industrials
-0.42% 
1.75% 
2.17% 
Industrial Metals and Mining
0.37% 
4.22% 
3.85% 
Investment Banking and Brokerage Services
-0.23% 
2.29% 
2.52% 
Life Insurance
-0.56% 
4.63% 
5.19% 
Non-life Insurance
-0.16% 
0.92% 
1.08% 
Personal Care, Drug and Grocery Stores
-0.69% 
5.39% 
6.08% 
Personal Goods
-0.27% 
2.31% 
2.58% 
Precious Metals and Mining
10.10% 
29.00% 
18.90% 
Real Estate Investment and Services
-0.06% 
1.23% 
1.29% 
Real Estate Investment Trusts
0.02% 
0.75% 
0.73% 
Retailers
-0.02% 
2.80% 
2.82% 
Software and Computer Services
1.18% 
19.83% 
18.65% 
Telecommunications Service Providers
-0.40% 
5.04% 
5.44% 
Tobacco
-0.16% 
2.65% 
2.81%