Satrix Nasdaq 100 and actively managed eft

Screening Filters

1. names = ["Satrix Nasdaq 100"]
   • Purpose:
     To look up a specific instrument by name rather than applying any fundamental, risk, or performance filters.
   • Rationale:
     You explicitly asked to analyze “the Satrix Nasdaq 100 ETF”, so the most direct way for the screener to find it is to filter by its name. This tells the system: “Don’t search the whole market – just fetch this exact fund if it exists in the database.”

Do the filters match your request?

Your request has two parts:

1. Analyze the Satrix Nasdaq 100 ETF

   • The names filter does match this part of your request. It attempts to pull that exact ETF.

2. …and any actively managed ETFs

   • No filter was applied for:
     • “actively managed” vs “index / passive”
     • ETFs in general vs single stocks

   That’s why the current filter set only tries to locate Satrix Nasdaq 100 by name and does not search for other actively managed ETFs.
   In many screening tools, “active vs passive ETF” is not a standard data point, so your colleague likely chose the most certain part of your request (the named ETF) and left out the “actively managed ETF” portion because the platform doesn’t support a clean filter for that.

So:

• Matched: Your request for the specific ETF “Satrix Nasdaq 100”
• Not matched via filters: Your request to also include “any actively managed ETFs”

Why no results were returned

No results came back for names = ["Satrix Nasdaq 100"]. This usually happens for one (or more) of these reasons:

1. Coverage/universe issue

   • Satrix funds are JSE-listed South African ETFs. Many screeners focus mainly on US, EU, or major global ETFs and may not include all South African ETPs.
   • If the platform’s universe doesn’t include the JSE or that specific provider, the query will return zero results even though the ETF exists in reality.

2. Name mismatch

   • The database may store it under:
     • A slightly different official name (e.g., “Satrix NASDAQ 100 Feeder ETF” or similar), or
     • Only under its ticker or ISIN, not the plain name.
   • Since the filter uses an exact or near‑exact name lookup, even minor differences can cause a “no results” situation.

3. Instrument type limitations

   • Some platforms are optimized for stocks and only partially support ETFs, especially local or niche products.
   • If ETFs from that region/provider aren’t fully integrated, a direct name search fails.

Why the current filter is still reasonable (even though it returned no results)

• It precisely reflects your named request: “Satrix Nasdaq 100”.
• It avoids adding unnecessary conditions (like market cap, beta, etc.) that would be irrelevant when you already know exactly which ETF you want.
• When/if the database contains this ETF, this is the cleanest and least biased way to retrieve it for analysis.

However, because:

• The database likely does not cover this specific Satrix ETF under that name, or
• It’s stored differently (ticker / ISIN / alternate name),

you end up seeing no results despite the filter being logically correct.

How we can adjust going forward

To help you better, I need your input on how flexible you are:

1. Are you willing to:

   • a) Look at other Nasdaq 100 ETFs that are globally listed (e.g., US or EU‑listed Nasdaq 100 trackers as proxies)?
   • b) Or focus on actively managed growth ETFs available in major markets (US/EU), even if they’re not Satrix-branded?

2. For Satrix Nasdaq 100 specifically:

   • If you have the ticker symbol or ISIN (e.g., from EasyEquities or your broker statement), I can try to conceptually analyze it for you (structure, index tracked, currency, risk profile, how it compares to other Nasdaq 100 ETFs), even if the screener doesn’t return it as a database result.

If you tell me:

• Whether you’re okay with equivalent Nasdaq 100 ETFs outside Satrix, and
• Whether you also want a list of actively managed growth ETFs (e.g., US or EU‑listed),

I can propose an adjusted set of filters tailored to:

• Region (US/EU),
• ETF type (equity ETFs),
• Growth focus (e.g., tech/innovation/large‑cap growth),
• Liquidity/size (minimum AUM),
• And then explain those filters in the same way.