Description: Satrix RAFI 40 ETF is an exchange traded fund launched by Satrix Managers (RF) Proprietary Limited. It is managed by Sanlam Investment Management (Proprietary) Limited. The fund invests in the public equity markets of South Africa. It invests in stocks of companies operating across diversified sectors. The fund invests in the stocks of companies across all market capitalizations. It seeks to replicate the performance of the FTSE/JSE RAFI 40 Index, by investing in the stocks of companies as per their weightings in the index. Satrix RAFI 40 ETF was formed on September 8, 2008 and is domiciled in South Africa.
Exchange: JSE
Country: ZA
Currency: South African Rand cents (R)
Category: South Africa & Namibia Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock non-US | 97.34 | 0.00 | 97.34 |
| Cash | 2.66 | 0.00 | 2.66 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Basic Materials | 39.09 | 26.54 |
| Financial Services | 21.62 | 23.84 |
| Consumer Cyclicals | 13.10 | 11.14 |
| Communication Services | 11.69 | 16.50 |
| Consumer Defensive | 7.91 | 9.89 |
| Healthcare | 2.20 | 2.68 |
| Real Estate | 1.64 | 1.06 |
| Energy | 1.47 | 2.80 |
| Industrials | 1.28 | 4.34 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| Africa/Middle East | 51.74 | 62.36 |
| United Kingdom | 22.17 | 13.57 |
| Europe Developed | 14.91 | 16.82 |
| Australasia | 11.18 | 1.73 |
| Japan | 0.00 | 0.49 |
| Asia Emerging | 0.00 | 0.36 |
| Latin America | 0.00 | 0.14 |
| North America | 0.00 | 4.14 |
| Asia Developed | 0.00 | 0.34 |
| Europe Emerging | 0.00 | 0.05 |