Morningstar

Satrix Equally Weighted Top 40 Index Fund C STEWC

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 28.02  /  +1.42 %
  • Fund Size ZAR 672.2M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.040%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category South Africa Equity
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment ZAR 1,000
  • Investment Status Open
  • TTM Yield 3.25%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis STEWC

Will STEWC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STEWC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STEWC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of STEWC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Satrix Equally Weighted Top 40 Index C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings STEWC

More STEWC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Clicks Group Ltd

2.91 19M
Healthcare

Shoprite Holdings Ltd

2.65 17M
Consumer Cyclical

Anglo American PLC

2.63 17M
Basic Materials

Mr Price Group Ltd

2.63 17M
Consumer Cyclical

Remgro Ltd

2.63 17M
Financial Services

Reinet Investments SCA

2.62 17M
Financial Services

Compagnie Financiere Richemont SA Class A

2.62 17M
Consumer Cyclical

Aspen Pharmacare Holdings Ltd

2.61 17M
Healthcare

NEPI Rockcastle NV

2.60 17M
Real Estate

Prosus NV Ordinary Shares - Class N

2.58 17M
Consumer Cyclical

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