Satrix Life Pooled Balanced Fund Range
Partner with the largest third-party index investment manager in SA
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LIFE pooled solutions

SA’s most trusted index manager

Satrix is a leading provider of index investment strategies in South Africa, with 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 portfolios through segregated mandates, life pooled portfolios, Exchange Traded Funds (ETFs), unit trusts and Undertakings for Collective Investment In Transferable Securities (UCITS).

Key Fund Benefits

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

Fees

The following fees apply to the Satrix Enhanced Balanced Tracker Fund, Satrix Low Equity Balanced Fund, Satrix Medium Equity Balanced Fund, and Satrix High Equity Balanced Fund:
Life Pooled Solutions - New Satrix Life Pooled Balanced Fund Range - Fees - Image - Media
Asset Allocation
Asset Allocation
Asset Class
Enhanced

RSA SA Equity
46.0

High Equity (%)
Med Equity (%)

46.0
34.0

Low Equity (%)
Index Exposure

16.0
FTSE/JSE Capped Shareholder Weighted Index

Asset Class
Enhanced

RSA Property6.0
6.0

High Equity (%)
Med Equity (%)

6.0
5.0

Low Equity (%)
Index Exposure

4.0
FTSE/JSE SA Listed Property Index

Asset Class
Enhanced

RSA Inflation Linked Bonds
7.0

High Equity (%)
Med Equity (%)

7.0
11.0

Low Equity (%)
Index Exposure

16.0
S&P SA Soverrign ILB 1+

Asset Class
Enhanced

RSA Fixed Interest
11.0

High Equity (%)
Med Equity (%)

11.0
17.0

Low Equity (%)
Index Exposure

25.0
JSE All Bond Index

Asset Class
Enhanced

RSA Cash
2.0

High Equity (%)
Med Equity (%)

2.0
8.0

Low Equity (%)
Index Exposure

16.0
STeFI Composite

Asset Class
Enhanced

Foreign Equities
24.0

High Equity (%)
Med Equity (%)

24.0
21.0

Low Equity (%)
Index Exposure

19.0
MSCI All Country World Equity Index

Asset Class
Enhanced

Foreign FI
2.0

High Equity (%)
Med Equity (%)

2.0
2.0

Low Equity (%)
Index Exposure

5.0
Bloomberg Global Aggregate Index

Asset Class
Enhanced

Foreign Property
2.0

High Equity (%)
Med Equity (%)

2.0
2.0

Low Equity (%)
Index Exposure

1.0
FTSE EPRA/NAREIT Developed Dividend +

Asset Class
Enhanced

Foreign Cash
0.0

High Equity (%)
Med Equity (%)

0.0
0.0

Low Equity (%)
Index Exposure

0.0
JP Morgan ID USD Cash

Fund overview

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.

Life Pooled Solutions - New Satrix Life Pooled Balanced Fund Range - Fund overview - Image
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