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| Satrix Swix Top 40 Portfolio Fact Sheet MDD |
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Satrix Swix Top 40 Portfolio Fact Sheet MDD
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| 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 |
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| Launch Date |
| Apr 2006 |
20 years ago |
| Fund Benchmark |
| Jse Swix Top 40 Inde |
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| Satrix Swix Top 40 Portfolio Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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