Morningstar

Satrix Equally Weighted Top 40 Index Fund A2 SEWA2

Medalist Rating as of Sep 30, 2026

Strategy

The investment objective of this index tracker portfolio will be to focus on capital growth and achieving a compound annual return which will equate to the total compound annual return of the FTSE/JSE Equally Weighted Top 40 Index (J110) as adjusted to take into account transactions and other costs, and to comply with statutory requirements. Income generation will not be an objective of this portfolio. The Manager shall seek to achieve this objective by investing in assets in liquid form and securities that will consist of a selection of financially sound ordinary shares, to be acquired at fair market price, as included in the FTSE/JSE Equally Weighted Top 40 Index at proportions so determined as to best replicate the performance of the FTSE/JSE Equally Weighted Top 40 Index. This portfolio will be fully invested in equities subject to statutory investment limitations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STWB1	Satrix Equally Weighted Top 40 Index Fund B1	—	Open			Apr 7, 2014	ZAR 351.77M	—	—	ZAR 1,000	ZAR 69.65M
SEWA2	Satrix Equally Weighted Top 40 Index Fund A2	—	Open			Apr 7, 2014	ZAR 166.97M	—	—	ZAR 1M	ZAR 163.93M
SAEWT	Satrix Equally Weighted Top 40 Index Fund A1	—	Open			Apr 7, 2014	ZAR 56.31M	—	Below Average	ZAR 10,000	ZAR 3.58M
SEWA3	Satrix Equally Weighted Top 40 Index Fund A3	—	Open			Apr 7, 2014	ZAR 45.84M	—	—	ZAR 1M	ZAR 16.65M
SETB2	Satrix Equally Weighted Top 40 Index Fund B2	—	Open			Apr 7, 2014	ZAR 51.33M	—	—	ZAR 1,000	ZAR 3.70M
STEWC	Satrix Equally Weighted Top 40 Index Fund C	—	Open			Apr 7, 2014	ZAR 1,206.00	—	—	ZAR 1,000	−ZAR 24.44

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