10X Top 60 SA Equity index Fund
The 10X Top 60 SA Equity Index Fund is designed to offer long-term capital growth provided by
South African equities whilst limiting the concentration in any single share.
The 10X Top 60 SA Equity Index consists of the 60 largest JSE-listed shares, with a 6% cap applied at the semi-annual rebalance, to limit concentration in any single share.
The Fund is ideal for clients looking for a more diversified and prudently risk-managed core SA-equity building block in their portfolios.
Overview
Products:
Risk profile
High
Ideal time horizon
7 years and longer
Annualised returns since inception
10.6%
Fund size
R 1.4 billion
ASISA classification
SA - Equity - General
Why choose the 10X Top 60 SA Equity index Fund
- The fund has an objective to match, as closely as possible, the performance of the 10X Top 60 SA Equity Index, thereby maximising long-term capital growth from JSE-listed shares.
- The majority of this fund is shares listed on the JSE.
- The fund has a index tracking investment style.
Downloads
For Unit Trust or TFSA investors:
Fund fact sheetProduct Fees
Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X Top 60 SA Equity index Fund for each available product.
Fund holdings and asset allocation
The fund is invested in a diversified portfolio of assets. The fund's asset allocation and exposure to different sectors, issuers, and geographies are shown below if applicable. For more information, please refer to the fund fact sheet.
Fund exposure
Overview
Products:
Risk profile
High
Ideal time horizon
7 years and longer
Annualised returns since inception
10.6%
Fund size
R 1.4 billion
ASISA classification
SA - Equity - General
Downloads
For Unit Trust or TFSA investors:
Fund fact sheetHow can we 10X Your Future?
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