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 ?

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

DYN

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
Old Mutual Top 40 Fund
Satrix 40 ETF
SIM Top 40 Index Fund
Satrix Swix Top 40 Portfolio
Asset Allocation Analysis
Fund Management
Management Company
Satrix
Managers
Asset Manager
Satrix
Managers
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.