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Satrix

www.satrix.co.za 

Satrix is the biggest manager of ETFs in South Africa, with six products now listed on the JSE.  There are:

Satrix 40

Tracks the FTSE/JSE Top 40 index, which is a broad based diversified index of the 40 largest blue chip shares on the JSE.

Satrix Swix Top 40

Consists of the same 40 companies as the Satrix 40, but weighted differently to reduce volatility and exposure to commodities/offshore primary listed companies.

Satrix Indi

Tracks the FTSE/JSE Industrial 25 index, which provides exposure purely to industrial shares.

Satrix Fini

Tracks the FTSE/JSE Fini 15 index, which covers banks, insurance and property companies.

Satrix Resi

Consists of the top 20 mining and commodity shares listed on the JSE. 

Satrix Divi

Tracks the FTSE/JSE Dividend Plus index, which is a fundamentally weighted index consisting of the top 30 dividend paying large companies on the JSE. 

Satrix RAFI 40

Will be listed in October 2008 and is a fundamentally weighted index which chooses constituents based on 5 years accounting fundamental data.  This is also a total return index.

All the Satrix products are passive index trackers, which trade on the JSE like any other listed security, but offer exposure to a portfolio of listed index constituent companies rather than to a single company or group.  Satrix securities can be traded like all other JSE shares through JSE member stockbrokers; they have the benefit of market makers who create liquidity at the fair market value of the index; they are low cost; provide very efficient replication of the index being traded; and are ideal for investors or traders looking for overall market exposure and beta products. 

Baskets of shares, such as ETFs, offer lower risk and volatility than single stocks.  A number of stockbrokers and other financial institutions offer derivative products based on Satrix, such as single stock futures, options and geared contracts. 


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