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39.47  /  0.3%

131.7288

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 131.3341
52 week high on 2024/08/27 132.6547
52 week low on 2023/10/27 114.4940
Total Expense Ratio on 2024/06/30 0.64
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 2.08% 2.08%
3 month change 2.75% 5.32%
6 month change 5.74% 8.38%
1 year change 8.52% 14.16%
5 year change 5.49% 9.48%
10 year change 0% 0%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

10X Moderate Fund

Fund managed by 10X Index Fund Managers (RF) Pty Ltd.
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Absa Group Ltd. 122,912 194,754.060 86,470 128,088.010 36,442 66,666.050 0.6897
  Anglo American plc 61,158 352,575.870 67,843 320,204.480 -6,685 32,371.390 1.2486
  Anglo American Platinum Ltd. 8,362 50,315.830 6,340 49,311.890 2,022 1,003.940 0.1782
  AngloGold Ashanti plc 45,366 208,579.260 35,385 149,568.860 9,981 59,010.400 0.7387
  Anheuser-Busch InBev SA/NV 11,221 119,298.310 8,531 98,684.050 2,690 20,614.260 0.4225
Total

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  • Fund focus and objective  
The 10X Medium Equity Index Fund shall be a medium equity portfolio.
The primary investment objective of the 10X Medium Equity Index Fund is to track as closely as possible, the performance of the 10X Medium Equity Index, a published multi-asset medium equity composite index that is diversified across a number of constituent indices, and calculated and published daily by a recognised index compiler.
The 10X Medium Equity Index Fund in tracking the 10X Medium Equity Index shall maximise medium to long term capital growth through a spectrum of investments in the equity, bond, money and property markets with less expected volatility than a high equity fund.
The portfolio may also invest in assets in liquid form and listed and unlisted financial instruments subject to prevailing legislation, as amended from time to time.
The asset composition of the 10X Medium Equity Index Fund shall comply with the limits provided in the regulations governing retirement fund investments to the extent allowed by the Act since the 10X Medium Equity Index rules require that the index complies with the aforementioned limits.
The portfolio may also include participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time. Where the aforementioned schemes are operated in territories other than South Africa, participatory interests or any other form of participation in portfolios of these schemes will be included in the portfolio only where the regulatory environment is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that of South Africa.
Nothing contained in this deed shall preclude the manager from varying the ratios of securities and instruments relative to each other to achieve the fund's objective, should changing economic factors or market conditions make this appropriate. Furthermore, nothing contained in this deed shall preclude the manager from retaining assets in liquid form in the portfolio and/or placing cash on deposit as appropriate.
The manager will be permitted to invest on behalf of the fund in the offshore investments to the extent that legislation permits. The Trustee shall ensure that the investment policy set out in this Supplemental Deed is carried out by the manager. The manager reserves the right to close the fund to new investors to preserve the fund's ability to meet its objectives. The manager may, after the fund has been closed, open the fund again to new investors, at its sole discretion.

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