The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
Satrix is a leading provider of index investment strategies in South Africa, with over R80 billion (79% of which is institutional business) in assets under management invested in our wide range of offerings. 75% of our assets under management are third party clients, which makes Satrix the largest third party index manager in South Africa, and the manager trusted most by clients to manage their index-based strategies. We manage index tracking and factor-based (smart beta) portfolios through segregated mandates, life pooled portfolios, exchange traded funds (ETFs), unit trusts and Undertakings for Collective Investment In Transferable Securities (UCITS).
Our index-tracking system has been developed in-house to ensure we are able to customise and enhance it to suit our diverse client needs. We are able to implement trades in a transparent, cost-effective and risk-controlled way. The scalability offered is crucial in an index tracking business where operational efficiency is to the benefit of our clients.
We track industry recognised benchmarks
Low cost exposure to all the major local and international asset classes
Improved diversification, transparency, simplicity, capacity, predictability of returns, and importantly, lower fees
The following fees apply to the Satrix Low Equity Balanced Fund, Satrix Medium Equity Balanced Fund, and Satrix High Equity Balanced Fund:
Satrix Low Equity Balanced Fund
Satrix Medium Equity Balanced Fund
Satrix High Equity Balanced Fund
The first R100 million: 0.25%
The next R150 million: 0.20%
The next R250 million: 0.17%
The next R500 million: 0.16%
More than R1 billion: 0.15%
Innovation is at the core of everything that we do, and we continue to develop products for clients, relying on focused research and years of experience from a very stable team. We have proven expertise in risk management, portfolio analysis and index construction.