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 19 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 ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

10X Investments acquired CoreShares in 2022.

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

Distributions Info (in cents)
See Also
Satrix Swix Top 40 Portfolio
Old Mutual Top 40 Fund
Satrix 40 ETF
SIM Top 40 Index Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.