Satrix Swix Top 40 Portfolio Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Large Cap
Fund Maximum Annual Fee *
0.31%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Apr 2006 20 years ago
Fund Benchmark
Jse Swix Top 40 Inde
Fund Risk Rating
1 2 3 4 5 High
Fund Size
Satrix Swix Top 40 Portfolio Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.

Distributions Info (in cents)
See Also
Satrix 40 ETF
Old Mutual Top 40 Fund
Satrix Swix Top 40 Portfolio
SIM Top 40 Index Fund
Asset Allocation Analysis
Fund Management
Management Company
Satrix
Managers
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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.