Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Satrix Flexible Fund | South African–Multi Asset–Flexible
Reg Compliant
9.7998    +0.0558    (+0.573%)
NAV price (ZAR) Thu 11 Jun 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 29 May 2026
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 (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 29 May 2026
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 18 May 2026
Fund Size (ZAR) 323 349 344
Latest Price 9.80
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The primary investment objective of the Satrix Flexible Fund is to provide superior capital growth over the medium to long-term within a flexible mandate at least 5% above CPI measured over rolling 3-year periods. The Fund aims to limit downside risk over the medium to long-term, but investors must be aware that there might be volatility in the short term. The Satrix Flexible Fund is a portfolio with a dynamic asset allocation strategy that allows for a variable risk profile, depending on prevailing market conditions and investment opportunities. Investments are diversified across a variety of local and global investable asset classes....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
Recently viewed
11 Jun9.80+0.06+0.57% 
Watchlists
Portfolios