Morningstar

Satrix Equally Weighted Top 40 Index Fund B1 STWB1

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 27.14  /  +1.41 %
  • Fund Size ZAR 672.2M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.400%
  • 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 2.94%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis STWB1

Will STWB1 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 STWB1’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STWB1 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 STWB1’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 B1 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings STWB1

More STWB1 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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