Satrix RAFI 40 Index Portfolio

The Satrix RAFI 40 Index Portfolio is an exchange-traded fund (ETF) that tracks the FTSE/JSE RAFI 40 Index. This asset serves a pivotal role in providing investors with access to a diversified portfolio of the 40 largest South African companies, based on a fundamental indexation methodology. Unlike traditional market-cap-weighted indices, the RAFI 40 Index utilizes fundamental factors such as sales, cash flow, book value, and dividends to determine the weightings of its constituent companies. This approach aims to reflect the economic footprint of the companies and potentially offer a more stable investment alternative. Satrix RAFI 40 gives exposure across various sectors, including industrials, financials, resources, and consumer goods, influencing the broader South African economy. As part of the Johannesburg Stock Exchange offerings, this ETF plays a significant role in attracting investors looking for a blend of quantitative foundations and comprehensive exposure to the South African market's fundamental performance. It is well-regarded for its innovative investment strategy, catering to those interested in systematic and fundamental investment approaches.