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Satrix Momentum ETF | South African–Equity–General
18.6275    -0.0355    (-0.190%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 154 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 16 Nov 2018
Fund Size (ZAR) 239 400 068
Latest Price 18.63
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 0.40%
Minimum Investment-
TTM Distribution Yield 2.88%
Fund Objective
Satrix Momentum ETF is an index tracking fund, registered as a Collective Investment Scheme, and is listed on the Johannesburg Stock Exchange as an Exchange Traded Fund. The mandate of the Satrix Momentum ETF ("Satrix Momentum") is to track, as closely as possible, the value of the proprietary Satrix Momentum Index. It aims to capture the return of the equity market enhanced by the momentum risk premium. This is achieved by constructing a portfolio tilted towards stocks (or equities) that display positive momentum characteristics and away from stocks that display negative momentum characteristics....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities99.08%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.92%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
ANGGOLD 13 852 22.759.09%
MTN GROUP 93 509 18.287.30%
NASPERS-N 20 506 17.687.06%
CAPITEC 4 143 17.086.82%
GFIELDS 21 140 16.086.42%
ABSA 55 041 13.285.30%
STANBANK 34 841 10.614.24%
SIBANYE-S 197 705 10.094.03%
REMGRO 52 510 9.903.96%
BATS 9 737 9.663.86%
Totals  145.3958.09%
Recently viewed
22 Jun18.63-0.04-0.19% 
23 Jun3.29-0.05-1.51% 
22 Jun2.04+0.00+0.08% 
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