Indexation: Anything but Passive

Ever thought that…

“Passive has no upside potential?"

“Passive can’t add value; it only reduces costs?"

“Passive is designed to underperform?"

“Passive is a bubble?"

We’d like to challenge you to think again.

Our rolling 30 year performance compared to industry peers:

• Satrix ALSI Index Fund: 79% outperformance of peer group median*
• Satrix Balanced Index Fund: 93.2% outperformance of peer group median*
• Satrix MSCI World Index Fund: 100% outperformance of peer group median*

Nothing Passive about that.

Now, adding value. Indices need not be vanilla. Indices follow rules. This does not mean the rules need to be simple (or vanilla). Actively designed and systematically implemented strategies have shown strong performance locally and globally. Our factor portfolio of funds blends the best of active and “passive”, or indexation as we prefer to call it.

Smart, low-cost, value-adding, and transparent.

Let’s address the perception that passive is designed to underperform. Satrix has won the Morningstar Best Fund House Award twice. 2021 and 2022. This award is presented to the local asset manager with the best risk-adjusted performance across a range of categories. This shows the long-term compounding benefit of a more cost-effective approach to investing, as well as having portfolio construction efficiencies and refined rules where it works. Satrix also has 13 South African Listed Tracker Fund (SALTA) awards for Total Return Performance from 2018 to 2024.

Satrix is the multi-award-winning market leader in indexation.

Take control of what you’re investing in by incorporating indexation into your portfolio. 

Contact us at institutional@satrix.co.za to discuss how we can partner with you.

*ASISA category medians used on a rolling 36-month basis up to end of December 2023.

Disclaimer
Satrix Investments (Pty) Ltd is an approved FSP in term of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.