Satrix, South Africa’s premier provider of index-tracking investment products, maintains its leading position at the prestigious 2025 South African Listed Tracker Awards (SALTA) held at the Johannesburg Stock Exchange (JSE) in Sandton on 3 April 2025. The leading indexation house, which commands 38%^ of South Africa’s ETF market share, took home a total of 10 accolades, including awards in the Total Investment Returns, Tracking Efficiency, Capital Raising and the coveted People’s Choice awards in both local and foreign fund categories.

Now in its eighth year, the SALTA awards celebrate excellence in the Exchange Traded Funds (ETF) industry, honouring providers for delivering exceptional products to the South African market. This year’s wins speak to Satrix’s position as a trusted leader in the industry.

Satrix’s Award Highlights

SALTA recognised Satrix’s excellent performance across multiple categories with the following honours:

1. Total Investment Returns – Five Years – SA Equity – Satrix Capped INDI ETF
2. Total Investment Returns – Three Years – Foreign Non-Equity (Bonds and Listed Property) – Satrix Namibia Bond ETF
3. Tracking Efficiency – Three Years – SA Equity – Satrix Capped All Share ETF
4. Tracking Efficiency – Three Years – SA Non-Equity – Satrix TRACI ETF
5. Capital Raising – Three Years – SA Equity – Satrix Top 40 ETF
6. Capital Raising – Three Years – Foreign Equity – Satrix MSCI World ETF
7. Capital Raising – Three Years – Foreign Non-Equity (Bonds, Income, Listed Property) – Global Bond ETF
8. Capital Raising – Three Years – Total Capital Raised – Issuing House – Satrix Managers
9. People’s Choice – Local Fund – Satrix Top 40 ETF
10. People’s Choice – Foreign Fund – Satrix MSCI World ETF

The highlight of the day was walking away with the Tracking Efficiency award, affirming Satrix’s ability to pioneer high-performing tracking products that fulfil strong investor demand.

“This award is significant for us because the Satrix Capped All Share ETF is the first of its kind on the JSE. As an ‘All Share’ tracking fund it has the difficult task of managing around the small and illiquid shares in the index. For this fund to win this award given the complexity of what it aims to achieve, is testament to the effort we put into our processes,” says Kingsley Williams, Chief Investment Officer at Satrix**.

Satrix’s Award-Winning Offerings

At the heart of Satrix’s success is its flagship indexation fund, the Satrix Top 40 ETF. Launched in November 2000 as South Africa’s first locally-listed ETF, it remains a cornerstone of the South African investment market. The fund tracks the performance of the FTSE/JSE Top 40 Index, which represents the 40 largest companies by market cap. Its enduring popularity and stellar performance have made it a go-to choice for investors seeking simplicity and value.

On the global front, the Satrix MSCI World ETF tracks the performance of the MSCI World Index and continues to impress, offering South Africans a hassle-free way to invest in developed markets worldwide without moving their rands offshore.

Investing for All

Last year, over 12 000 Exchange Traded Funds (ETFs) were listed worldwide, with a market value of about US$13 trillion, an increase from US$10.1 trillion the year before.

This shows that the growth of ETFs remains strong, with increased investor adoption driven by ETF’s transparency, liquidity, and cost-effectiveness. This trend is expanding beyond the US to regions such as Europe, the Middle East, Africa (EMEA), and Asia-Pacific (APAC).

Fikile Mbhokota, CEO at Satrix said: “As a market leader in the South African ETF industry, Satrix is actively spearheading local adoption, ensuring that both local and offshore offerings meet the needs of investors. South African investors are responding to that, with their wallets and awards like these, making their voices consistently heard. For this recognition, through the SALTAs, we are thankful and truly honoured!”

For more details on Satrix and its award-winning products, visit www.satrix.co.za.

*Source: Satrix, 31 December 2024

^Source: etfSA.co.za – Market Capitalisation – SA Industry Report, December 2024

More information about SALTA

The South African Listed Tracker Awards (SALTA) is running for the eighth year in 2025. SALTA is an initiative by service providers to the exchange traded fund (ETF) industry in South Africa (who are not issuers themselves) to reward issuers for exceptional products provided to the South African market. The JSE, Refinitiv (an LSEG business), Profile Data and etfSA are the sponsors and organisers of these awards. They recognise the best total investment returns over the last one to five years across varying categories to reward skills in providing index-tracking ETFs for the investment industry.

Satrix’s SALTA cabinet: *

2025

• People’s Choice, Local ETP: Satrix Top 40 ETF
• People’s Choice, Foreign ETP: Satrix MSCI World ETF
• Total Investment Returns, SA Equity, five years: Satrix Capped INDI ETF
• Total Investment Returns, Foreign Non-Equity (Bonds and Listed Property), three years: Satrix Namibia Bond ETF
• Tracking Efficiency, SA Equity, three years: Satrix Capped All Share ETF
• Tracking Efficiency, SA Non-Equity, three years: Satrix TRACI ETF
• Capital Raising, SA Equity, three years: Satrix Top 40 ETF
• Capital Raising, Foreign Equity, three years: Satrix MSCI World ETF
• Capital Raising, Foreign Non-Equity (Bonds, Income, Listed Property), three years: Global Aggregate Bond ETF
• Capital Raising, Total Capital Raised – Issuing House, three years: Satrix Managers

2024

• People’s Choice, Local ETP, Favourite ETF by public vote: Satrix Top 40 ETF
• People’s Choice, Foreign ETP, Favourite ETF by public vote: Satrix MSCI World ETF
• Trading Efficiency, SA Equity, three years: Satrix RESI ETF
• Trading Efficiency, SA Non-Equity, three years: Satrix GOVI ETF
• Trading Efficiency, Foreign Equity, three years: Satrix MSCI China ETF
• Capital Raising, SA Equity, three years: Satrix Top 40 ETF
• Capital Raising, Foreign Equity, three years: Satrix MSCI World ETF
• Capital Raising, Total Capital Raised, three years: by Issuing House – Satrix Managers
• Tracking Efficiency, SA Non-Equity, three years: Satrix MAPPS Protect ETF
• Tracking Efficiency, Foreign Equity, three years: Satrix MSCI China ETF

2023

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Total Return Performance, SA ETPs, 10 Years: Satrix INDI ETF
• Best Total Return Performance, SA Equity ETPs, five Years: Satrix RESI ETF
• Best Total Return Performance, Foreign ETPs, five Years: Satrix S&P 500 ETF
• Best Total Return Performance, SA Equity ETPs, three Years: Satrix RESI ETF
• Best Tracking Efficiency, SA Non-Equity ETPs, three Years: Satrix Property ETF
• Best Capital Raising, SA Equity ETPs, three Years: Satrix Top 40 ETF
• Best Capital Raising, ETF Issuing House, three Years: Satrix Managers
• Best Trading Efficiency, SA Equity ETPs, three Years: Satrix RESI ETF

2022  

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Total Return Performance, SA Equity, 10 years: Satrix INDI ETF  
• Best Total Return Performance, SA Equity, five years: Satrix RESI ETF 
• Best Total Return Performance, SA Equity three years: Satrix RESI ETF 
• Best Tracking Efficiency, SA Non-Equity, three years: Satrix Property ETF 
• Best Capital Raising, SA Equity, three years: Satrix Top 40 ETF 
• Best Capital Raising, Foreign Equity, three years: Satrix MSCI World ETF 
• Best Capital Raising, Foreign ETFs, one year: Satrix MSCI China ETF 
• Best Capital Raising, ETP Issuing House, three years: Satrix Managers 
• Best Trading Efficiency, SA Equity, three years: Satrix RESI ETF 

2021  

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Total Return Performance, SA Equity, 10 years: Satrix INDI ETF  
• Best Total Return Performance, SA Equity, five years: Satrix RESI ETF 
• Best Total Return Performance, SA Equity three years: Satrix RESI ETF 
• Best Tracking Efficiency, SA Non-Equity, three years: Satrix Property ETF 
• Best Capital Raising, Foreign and Commodity, three years: Satrix MSCI World ETF 
• Best Capital Raising, ETF Issuing House, three years: Satrix Managers 
• Best Capital Raising, Foreign ETFs, one year: Satrix MSCI China ETF 
• Best Capital Raising, ETF Issuing House, one year: Satrix Managers 
• Best Trading Efficiency, Foreign and Commodity, three years: Satrix S&P 500 ETF 

2020 

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Total Return Performance, SA Equity, 10 years: Satrix INDI ETF 
• Best Total Return Performance, SA Equity, three years: Satrix RESI ETF 
• Best Trading Efficiency, SA, three years: Satrix RESI ETF 
• Best Capital Raising, SA, three years: Satrix Top 40 ETF 
• Best Capital Raising, ETF Issuing House, three years: Satrix Managers 
• Best Capital Raising, SA, one year: Satrix Top 40 ETF 

2019  

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Total Return Performance, SA Equity, three years: Satrix RESI ETF 
• Best Capital Raising, ETF Issuing House, one year: Satrix Managers 
• Best Trading Efficiency, Overall: Satrix RESI ETF   

2018  

• People’s Choice, Favourite ETF by public vote: Satrix Top 40 ETF  
• Best Trading Efficiency, Overall: Satrix RESI ETF  
• Best Total Return Performance, SA Equity, one year: Satrix FINI ETF 

Disclaimer

**Satrix is a division of Sanlam Investment Management.

Satrix Managers (RF) (Pty) Ltd (Satrix) is a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. With Unit Trusts and ETFs, the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange. ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments / units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. International investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk as well as potential limitations on the availability of market information. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF Minimum Disclosure Document and/or on the website: https://satrix.co.za/products

* Full details and basis of the awards are available from the Manager.