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Satrix

Financial Services

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Satrix

Overview

Satrix is the leading provider of index-tracking investment products and exchange traded funds (ETFs) in South Africa, with over R150 billion* in assets under management invested in the range of ETFs, index-tracking unit trusts, life pooled and segregated portfolios that are specifically tailored for client-specific mandates or retail funds. Satrix pioneered index investing in South Africa, launching the flagship Satrix 40 ETF as the first locally listed ETF in November 2000. The business services the institutional, intermediary, and individual investor markets. Satrix has proven expertise in risk management, portfolio analysis and index construction. A core part of the Satrix purpose is to drive the democratisation of investments for all South Africans, where SatrixNOW, the no-minimum online investing platform, is a key enabler to provide access for South Africans to “Own the Market”. Satrix holds the largest market share** in the ETF industry in South Africa in excess of 30% and was the most successful raiser of new capital in 2021, at R4.7 billion. Additionally, the multi-award-winning business has grown assets under management by 50% since the beginning of 2020, under some of the most challenging market conditions in history. Satrix has been awarded the coveted Morningstar Best Fund House (Larger Fund Range) for two consecutive years (2021 & 2022) and 33 South African Listed Tracker Awards (SALTA) including five People’s Choice Awards for the Satrix 40 ETF (2017, 2018, 2019, 2020 & 2022). Visit www.satrix.co.za Disclaimer: Satrix Investments (Pty) Ltd is an authorised financial services provider. Satrix Managers (RF) (Pty) Ltd. is an authorised financial services provider and a registered and approved manager in terms of the Collective Investment Schemes Control Act. Fees and charges and more information is available from the Manager or visit www.satrix.co.za. Full details of the awards are available from the Manager. Satrix Investments (Pty) Ltd and Sat