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Satrix Smartcore Index Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 30 Apr 2019
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A1 - Class)
 
Management
 Satrix Investment Team
 
Ranking
Sector: South African-Equity-General
Fund Size: R239 565 233 (as at 31 Mar 2020)
   
Focus and 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.
 
Latest Fund Manager Comment / News
Satrix Smartcore Index Comment - Dec 19
All major regions and sectors around the globe posted positive returns in the final  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
CLICKS 79 606 20.51 8.56%
NASPERS-N 7 035 17.97 7.50%
FIRSTRAND 438 728 17.67 7.37%
VODACOM 130 904 15.32 6.39%
ANGLO 49 613 15.10 6.30%
Totals   86.56 36.13%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
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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