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10X Top 60 SA Equity Index Fund | South African–Equity–General
171.8405    -0.6833    (-0.396%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 155 Rand-denominated South African--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 29 Oct 2021
Fund Size (ZAR) 2 538 208 248
Latest Price 171.84
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.42%
Minimum InvestmentR1 000
TTM Distribution Yield 2.80%
Fund Objective
The 10X Top 60 SA Equity Index Fund is designed to offer long-term capital growth provided by South African equities whilst limiting the concentration in any single share. The 10X Top 60 SA Equity Index consists of the 60 largest JSE-listed shares, with a 6% cap applied at the semi-annual rebalance, to limit concentration in any single share. The Fund is ideal for clients looking for a more diversified and prudently risk-managed core SAequity building block in their portfolios.
Asset Classes and Holdings
Asset Classes
 SA Equities94.08%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property4.50%  
 Foreign Property0.00%  
 SA Cash1.42%  
 Foreign Cash0.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
ASC148 175 000 000 271.399.92%
NASPERS-N 193 952 214.227.83%
GFIELDS 238 565 173.136.33%
ANGGOLD 94 105 134.874.93%
FIRSTRAND 1 376 737 124.944.57%
STANBANK 355 023 103.103.77%
CAPITEC 23 254 96.643.53%
VALTERRA 63 194 89.083.26%
MTN GROUP 475 464 80.592.95%
PROSUS 59 984 61.392.24%
Totals  1 349.3549.31%
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