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Satrix Momentum Index Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 21 Oct 2013
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A1 - Class)
 
Management
Robert Macdonald
Robert Macdonald is a portfolio manager at Satrix's smart beta and indexation investment business. He is also responsible for research and product development.

Macdonald joined SIM in 1999 working in investment operations and client services. Before joining SIM, he spent three years working in the corporate finance department of PricewaterhouseCoopers.

Macdonald completed his B.Bus.Sci (Finance) (Hons) and P.G.D.A. at the University of Cape Town (UCT), graduating in 1994 and 1995 respectively. He also qualified as a CA (SA) in 1998 from SAICA, and is a CFA charter holder, obtained in 2004.

In his spare time Macdonald enjoys sport (mainly mountain biking), reading and spending time with his family. He is married with three children.
 
 Satrix Investment Team
 
Ranking
Sector: South African-Equity-General
Fund Size: R175 575 759 (as at 30 Sep 2021)
Sector Rank: 99 out of 171
(lump sum over 1 years to 30 Nov 2021)
Overall Rank: 265 out of 1369
(lump sum over 1 years to 30 Nov 2021)
R1000 invested on 30 Nov 2020 was worth R1 257.04 on 30 Nov 2021 (25.70% annual compound return)
R100 per month since 30 Nov 2020 was worth R1 319.28 on 30 Nov 2021 (17.39% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The investment objective of the portfolio is to provide investors with income and capital growth in the medium to long term by tracking the proprietary Satrix Momentum Index as closely as possible. Income will be of secondary importance.
 
Latest Fund Manager Comment / News
The Satrix Momentum Index Fund is an equity only portfolio. To capture this investment  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2021
Share No Units Value (Rm) % of Fund
FIRSTRAND 190 12.23 6.97%
SASOL 33 9.54 5.43%
CAPITEC 5 9.12 5.20%
PROSUS 7 8.12 4.62%
RICHEMONT 52 8.08 4.60%
Totals   47.09 26.82%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2021
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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