Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
10X Wealth Top 20 Capped ETF | South African–Equity–General
15.3506    -0.1173    (-0.758%)
NAV price (ZAR) Wed 12 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 153 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) 1 189 687 794
Latest Price 15.35
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.26%
Minimum Investment-
TTM Distribution Yield 3.05%
Fund Objective
The investment objective of the portfolio shall be to track the Wealth Top 20 Index (a custon index calculated interdependently by S&P Dow Jones) as closely as possible, It provides investors with exposure to large-cap companies (shares ranked 1-20) on the JSE by float-adjusted market cap, with a smart cap of 10%). This portfolio is designed to be used in conjunction with CoreShares Next 40 Equal Weighted ETF
Asset Classes and Holdings
Asset Classes
 SA Equities99.88%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.12%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
FIRSTRAND 1 170 349 113.8310.26%
NASPERS-N 132 757 108.949.82%
GFIELDS 192 570 106.109.56%
STANBANK 289 231 93.448.42%
CAPITEC 19 646 93.328.41%
MTN GROUP 402 166 91.648.26%
VALTERRA 58 265 64.465.81%
ANGGOLD 43 232 57.405.17%
ABSA 168 923 38.503.47%
RICHEMONT 9 445 35.803.23%
Totals  803.4372.43%
Recently viewed
12 Aug15.35-0.12-0.76% 
12 Aug1.54-0.02-1.10% 
12 Aug15.27-0.01-0.09% 
Watchlists
Portfolios