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10X Wealth Next 40 Equal Weighted ETF | South African–Equity–General
13.1983    -0.1603    (-1.200%)
NAV price (ZAR) Thu 10 Sep 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 152 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 23 Oct 2023
Fund Size (ZAR) 833 015 404
Latest Price 13.20
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.40%
Minimum Investment-
TTM Distribution Yield 4.68%
Fund Objective
The investment objective of the portfolio shall be to track the Wealth Next 40 Equal Weighted Index (a custom index calculated interdependently by S&P Dow Jones) as closely as possible. Investors are able to get equal weighted exposure to the "Next 40" companies on the JSE by float-adjusted market cap (effectively shares ranked 21-60). The portfolio is designed to be used in conjunction with 10X Wealth Top 20 Capped ETF.
Asset Classes and Holdings
Asset Classes
 SA Equities81.66%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property18.15%  
 Foreign Property0.00%  
 SA Cash0.19%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
ADVTECH 463 167 22.022.73%
PSG FIN 680 898 21.912.72%
NETCARE 1 196 424 21.582.68%
ASPEN 137 537 21.582.68%
REDEFINE 3 369 191 21.562.67%
OUTSURE 273 005 21.472.66%
MRPRICE 118 930 21.382.65%
VUKILE 857 717 21.362.65%
HYPROP 352 789 21.222.63%
REMGRO 107 033 21.092.61%
Totals  215.1726.68%
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