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14.1435
-0.0170
(-0.120%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 30 Apr 2019 |
| Fund Size (ZAR) | 4 660 870 805 |
| Latest Price | 1 414.35 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 0.69% |
| Minimum Investment | - |
| TTM Distribution Yield | 3.84% |
| Key Facts |
| Formation Date | 30 Apr 2019 |
| Fund Size (ZAR) | 4 660 870 805 |
| Latest Price | 1 414.35 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 0.69% |
| Minimum Investment | - |
| TTM Distribution Yield | 3.84% |
| Fund Objective |
|
The Satrix SmartCore Index Fund is designed to offer a diversified equity portfolio with the objective to enhance the returns relative to the FTSE/JSE Capped SWIX index.
This is achieved by targeting stocks with positive exposures to multiple desired attributes, such as Momentum, Value and Quality. These attributes are rewarded drivers of returns, and when combined using a multi-factor approach (see illustration that follows), offers strong overall exposure to the desired risk factors, while simultaneously mitigating unintended exposures to unrewarded risk factors.
Through the cycle, this strategy aims to deliver capital growth, while delivering positive risk-adjusted excess returns with robust risk control relative to its benchmark....Read more
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|
| Fund Objective |
|
The Satrix SmartCore Index Fund is designed to offer a diversified equity portfolio with the objective to enhance the returns relative to the FTSE/JSE Capped SWIX index.
This is achieved by targeting stocks with positive exposures to multiple desired attributes, such as Momentum, Value and Quality. These attributes are rewarded drivers of returns, and when combined using a multi-factor approach (see illustration that follows), offers strong overall exposure to the desired risk factors, while simultaneously mitigating unintended exposures to unrewarded risk factors.
Through the cycle, this strategy aims to deliver capital growth, while delivering positive risk-adjusted excess returns with robust risk control relative to its benchmark.
|
|
| Fund Objective |
|
The Satrix SmartCore Index Fund is designed to offer a diversified equity portfolio with the objective to enhance the returns relative to the FTSE/JSE Capped SWIX index.
This is achieved by targeting stocks with positive exposures to multiple desired attributes, such as Momentum, Value and Quality. These attributes are rewarded drivers of returns, and when combined using a multi-factor approach (see illustration that follows), offers strong overall exposure to the desired risk factors, while simultaneously mitigating unintended exposures to unrewarded risk factors.
Through the cycle, this strategy aims to deliver capital growth, while delivering positive risk-adjusted excess returns with robust risk control relative to its benchmark....Read more
|
|
| Fund Objective |
|
The Satrix SmartCore Index Fund is designed to offer a diversified equity portfolio with the objective to enhance the returns relative to the FTSE/JSE Capped SWIX index.
This is achieved by targeting stocks with positive exposures to multiple desired attributes, such as Momentum, Value and Quality. These attributes are rewarded drivers of returns, and when combined using a multi-factor approach (see illustration that follows), offers strong overall exposure to the desired risk factors, while simultaneously mitigating unintended exposures to unrewarded risk factors.
Through the cycle, this strategy aims to deliver capital growth, while delivering positive risk-adjusted excess returns with robust risk control relative to its benchmark.
|
|