SATRIX ACCESS RANGE
Your simplified choice of 4 low cost flagship funds
SATRIX ACCESS RANGE
Your simplified choice of 4 low cost flagship funds

SATRIX ACCESS RANGE…Access the power of the market

Satrix has a broad range of ETFs and index-tracking unit trusts available. Knowing which one to choose can be daunting, especially if you’re just starting out. We’ve made it easier for you by highlighting only 4 of them.

What is the Satrix Access Range?

Whether you’re just starting out on your investment journey or need to diversify your existing portfolio, the Satrix Access Range  offers you the building blocks you need. We know investing can be daunting, so to simplify the selection for investors and help people to start, we’ve chosen to highlight four of our flagship funds covering broad based local and global market access, as well as a money market fund.

For those who want more than just equity exposure, we’ve included a multi- asset fund which invests in equities, bonds, property and cash.

It’s your go-to range for low-cost local, global or multi-asset exposure.

Your simplified choice of 4 low cost flagship funds

LOCAL EQUITY

SATRIX
TOP 40

ETF
ACCESS RANGE

SATRIX 40 ETF

Satrix 40 owns the 40 largest South African companies in one ETF. So if local is what you’re after, this is the one for you.

What does the fund invest in?
The largest 40 companies listed on the JSE

Which index does it track?

FTSE/JSE Top 40

What is the investment vehicle?

Exchange Traded Fund

What is the cost?
Targeted TER 0.10%

GLOBAL EQUITY

SATRIX
MSCI WORLD

ETF
ACCESS RANGE

SATRIX MSCI WORLD ETF

Satrix MSCI World ETF covers approximately 1800 of the largest developed market global companies in one ETF. If you’ve always wanted to invest offshore, but thought you couldn’t – think again.

What does the fund invest in?
Developed markets across the world

Which index does it track?

MSCI World (Developed Markets)

What is the investment vehicle?

Exchange Traded Fund

What is the cost?
Targeted TER 0.35%

MULTI-ASSET

SATRIX
BALANCED

UNIT TRUST
ACCESS RANGE

SATRIX BALANCED INDEX FUND

Satrix Balanced Index Fund – this fund invests in stocks, bonds, cash and listed property both locally and globally. We take the decision-making headache away and in return offer this moderate risk fund.

What does the fund invest in?
A variety of asset classes across local and global markets

Which index does it track?

Satrix Proprietary Balanced Index

What is the investment vehicle?

Unit Trust

What is the cost?
Management Fee 0.40%

LOCAL MONEY MARKET

SATRIX
MONEY MARKET

UNIT TRUST
ACCESS RANGE

SATRIX MONEY MARKET FUND

Satrix Money Market Fund – if you’re not ready for the volatility of the stock market, but you still want to start investing, then this money market fund offers you an interest return which you can depend on.

What does the fund invest in?
A range of money market instruments

Which index does it track?

STEFI Composite index

What is the investment vehicle?

Unit Trust

What is the cost?
Management Fee 0.29%

Why invest with SatrixNOW?

The platform is a secure online investing hub where you can invest in unit trusts and ETFs in a standard account or a tax free savings account. SatrixNOW is low cost and completely transparent, enabling you to monitor your investment at all times.

There is also no minimum investment amount required. If you only have R100 to start your investment journey with, SatrixNOW is the place for you.

For those who want more than just equity exposure, we’ve included a multi- asset fund which invests in equities, bonds, property and cash.

It’s your go-to range for low-cost local, global or multi-asset exposure.

“At Satrix we believe that simplicity enables Access.

The Access Range offers our flagship funds at a low cost. It’s just that simple.”

SatrixNOW in 3 easy steps

REGISTER

Visit www.SatrixNOW.co.za and follow the easy steps to register your account. We’ll send you a confirmation e-mail once your account is open.

Note: We may require some documents from you.

READY TO INVEST

You’ve automatically been allocated a standard account and a Tax Free Savings Account (TFSA). Click Invest Now to view all available Satrix products. The Satrix Access Range may be a good place to start. Select the product you want to invest in and set up a recurring investment or choose to deposit a lump sum.

Use the benefit of your Tax Free Savings Account, subject to the R33 000 annual contribution limit.

View your portfolio

Account Overview gives you the latest view of your investment portfolio at any time. It will also show if you have any cash in your cash account to invest.

Do keep an eye on your investment, but remember investing is for the longer term. Short term fluctuations are to be expected.

×
Form

This is a test form

×