Satrix Property Index earns an Average Process Pillar rating. Morningstar's algorithmically assigned Passive Process ratings are first formulated by comparing the historical efficacy of passive ...

To be included, components must meet minimum size and liquidity criteria, which helps reduce portfolio turnover and minimizes trading costs during rebalancing. Additionally, constituent stocks ...

Egan, Mark, Pippa Tubman Armerding, and Dilyana Karadzhova Botha. "Satrix: Competing in the Passive Asset Management Industry in South Africa." Harvard Business School Case 221-020, August 2020.

The mandate of the Satrix 40 ETF (Satrix 40) is to track, as closely as possible, the value of the FTSE/JSE Top 40 index (J200). Satrix 40 is an index tracking fund, registered as a Collective ...