The Satrix global exchange-traded funds (ETFs) offer investors easy access to global equities across developed and emerging markets. The ETFs are listed on the JSE which means you can invest in them in South African rand.

Why invest globally?

While South Africa has world-class companies to invest in, there are many industries, economic regimes and currencies you are simply not able to access by keeping all your capital in domestic markets. To add some perspective, South Africa is one of 24 emerging market countries globally, and there are a further 23 countries classified as developed markets. By adding exposure to international companies you are diversifying your investment portfolio.

Quick facts about the three new funds:

Satrix MSCI Emerging Markets ETF

Track the performance of the MSCI Emerging Markets Investable Market Index (IMI), which represents large, mid and small cap companies across 24 emerging market countries.

The index covers approximately 99% of the free float-adjusted market capitalization in each country.

Satrix Emerging Markets ETF
JSE listing code
STXEMG
Index tracked
MSCI Emerging Markets Investable Market Index (IMI)
Targeted annual TER
0.40%
Distribution dates
Total return ETF, therefore no distribution
Risk profile
High
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Satrix MSCI World ETF

Track the performance of the MSCI World Index, which represents large and mid-cap companies across 23 developed markets globally. The index covers approximately 85% of the free float-adjusted market capitalization in each country.

 

Satrix MSCI World ETF
JSE listing code
STXWDM
Index tracked
MSCI World Index
 
Targeted annual TER
0.35%
Distribution dates
Total return ETF, therefore no distribution
Risk profile
High
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Satrix S&P 500 ETF

Track the performance of the S&P 500® Index, which is widely regarded as the best single gauge of large-cap equities in the US.

The index includes 500 of the leading companies in the US market and captures approximately 80% coverage of available market capitalization.

Satrix S&P 500 ETF
JSE listing code
STX500
Index tracked
S&P 500®
 
Targeted annual TER
0.25%
Distribution dates
Total return ETF, therefore no distribution
Risk profile
High
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Global Investing Brochure

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Satrix Managers (RF) (Pty) Ltd (Satrix) is an authorised Financial Services Provider (FSPNo.15658) and a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium-to-long-term investments. Unit Trusts and ETFs, the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund, while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange. ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to it being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments/units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF Minimum Disclosure Document and or on the Satrix website.

 

Performance is based on NAV to NAV calculations of the portfolio. Individual performance may differ to that of the portfolio as a result of initial fees, actual investment date, dividend withholding tax and income reinvestment date. The reinvestment of income is calculated based on actual distributed amount and factors such as payment date and reinvestment date must be considered. The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. The portfolio management of all the portfolios is outsourced to Satrix a financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge.

 

The funds will hold assets in foreign countries and could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds, macroeconomic, political, foreign exchange, tax risks, settlement risks and potential limitations on the availability of market information.

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