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Author Topic: Satrix 40 and Satrix Indi Portfolio  (Read 11016 times)

gcr

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Satrix 40 and Satrix Indi Portfolio
« on: October 03, 2013, 01:12:26 pm »
I am having a bit of a bun fight with Nedgroup Investments as the two funds that I am invested in are both managed funds and they charge a 1.73% TER. They have provided me with returns for the year ending 2010,2011, and 2012 and they seem to have produced return which I consider somewhat ordinary. Can anyone on the forum provide me with the above Satrix performances over the same periods as mentioned.
Any input would be appreciated :'(
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devan

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Re: Satrix 40 and Satrix Indi Portfolio
« Reply #1 on: October 03, 2013, 01:35:23 pm »
try the satrix website(www.satrix.co.za).
I am sure they will have performance info there
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gcr

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Re: Satrix 40 and Satrix Indi Portfolio
« Reply #2 on: October 03, 2013, 02:50:46 pm »
Thanks have sent them an e mail query
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Patrick

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Re: Satrix 40 and Satrix Indi Portfolio
« Reply #3 on: October 04, 2013, 09:40:35 am »
Satrix indi
Year ending 2010: 26.18%
Year ending 2011: 9.84%
Year ending 2012: 43.8%

Satrix 40
Year ending 2010: 16.88%
Year ending 2011: 1.59%
Year ending 2012: 25.49%

Including divies.

Sources:
http://www.satrix.co.za/products/alldocuments.aspx?fund=Satrix%20INDI
http://www.satrix.co.za/products/alldocuments.aspx?fund=Satrix%2040

Note I found a place where you can get historical prices for the JSE going back to the 70s (if the share existed then)! Here's the link for the INDI, just enter a date and hit set. Doesn't include divies of course:
http://www.marketwatch.com/investing/fund/STXIND/historical?countrycode=ZA&siteid=mktw&date=15%2F12%2F2010&x=5&y=11&userName=&password=&remChk=on&returnUrl=&persist=
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gcr

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Re: Satrix 40 and Satrix Indi Portfolio
« Reply #4 on: October 04, 2013, 02:59:28 pm »
Thanks for this info Patrick
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