Satrix Balanced Index Fund

Who would have thought? A multi-asset class index fund

• A balanced index fund with a smart equity core – exposure to diversified smart beta funds (equally weighted top 40, dividend plus and momentum).
• Now you can access multi-asset class exposure from SATRIX, pioneers of smart beta equity, with a decade-long performance track record.
• “Anything but passive” investment exposure at lower cost than actively managed balanced funds.
• First SATRIX-branded unit trust to be launched.

What is this Fund?

• The Satrix Balanced Index Fund is a regulation 28-compliant fund that offers diversified exposure to all the key local and international asset classes, with a smart SA equity core.
• The Fund invests in a range of underlying smart equity indices: dividend plus (value exposure), equally weighted top 40 (size exposure) and momentum (momentum exposure). All asset classes are tracker products*.
• By investing in this Fund, you gain exposure to the decade-long, investment expertise you’ve come to expect from the Satrix team. This Fund is ‘anything but passive’.

Asset allocation strategy
Asset allocation is static. The Fund is rebalanced back to the target benchmark on a semi-annual basis.

Why you should invest in it?

• You get exposure to multiple passively tracked asset classes in SA and internationally.
• You benefit from significant global and local diversification.
• The international portion of the fund (20%) provides some rand-hedge protection.
• The smart core blends Satrix’s smart beta equity trackers to provide further style, size and sector diversification.
• You gain access to a Fund that aims to grow capital steadily, while providing income over the medium to longer term.
• The high equity exposure gives you material exposure to an asset class that, though more volatile than others, has delivered superior performance in the long term.
• The performance of this Fund compares favourably to other actively managed funds in the ASISA Multi Asset High Equity category.
• It is Regulation 28-compliant.

Access options: Unit trust only.
For more information: services@satrix.co.za