Performance as at 30 September 2018.

The performance shown is annualised and net of the manager’s total expenses and fees. Data provided by Profile Data, FE Analytics.

“-” denotes no performance data available. If this occurs in year 1 it means the fund is younger than 12 months.

SA GENERAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds SWIX 40 0.30 4.52 7.09      –
Absa NewFunds S&P GIVI SA Top 50 -6.12 -2.26 2.18 8.35
Ashburton MidCap -1.41 5.21 6.57      –
Ashburton Top 40 4.26 6.58 7.82      –
CoreShares Top 50 6.27 7.73      –
Satrix 40 4.91 6.58 8.31 11.89
Satrix SWIX TOP 40 2.37 5.33 8.46 12.13
Stanlib Swix 40 1.14 5.42 7.93      –
Stanlib Top 40 4.55 6.97 8.06      –
Sygnia Itrix SWIX 40      –      –      –      –
Sygnia Itrix Top 40      –      –      –      –
SA SECTOR 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds S&P GIVI SA Financial -0.18 -6.45 2.93      –
Absa NewFunds S&P GIVI SA Industrial -22.08 -5.83 3.07      –
Absa NewFunds S&P GIVI SA Resource 21.20 30.32 10.97      –
Satrix Capped INDI -6.22 2.99 8.79 17.45
Satrix FINI 14.26 5.85 11.90 14.02
Satrix RAFI 40 7.29 9.74 7.09      –
Satrix RESI 28.88 15.75 1.04 2.93
SA STYLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds Value      –      –      –      –
Absa NewFunds Equity Momentum -7.56 2.08 6.04      –
Absa NewFunds Low Volatility      –      –      –      –
Absa NewFunds MAPPS Growth 1.00 4.74 6.69      –
Absa NewFunds MAPPS Protect 1.45 4.39 6.00      –
Absa NewFunds NewSA 4.70 2.53 5.41      –
CoreShares Preftrax 6.31 8.25 5.88      –
CoreShares SA Dividend Aristocrats 1.48 4.71      –
Satrix Quality South Africa 13.39      –      –      –
Satrix RAFI 40 7.29 9.74 7.09      –
Satrix DIVI Plus 21.44 1.89 7.04 12.57
Absa NewFunds Shariah Top 40 8.26 5.55 1.17      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares PropTrax SAPY -16.44 -1.45 6.39 12.50
CoreShares PropTrax Ten -18.43 -1.15 7.79      –
Satrix Property -11.21      –      –      –
Stanlib Property -14.39 -0.57 7.19      –
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds Government Inflation (GOVI) 6.71 7.47 7.01      –
Absa NewFunds Inflation Linked Bond (ILBI ) 1.07 2.90 4.97      –
Ashburton Goverment Inflation (GOVI) 0.32 2.60 4.72      –
Satrix Inflation-Linked Bond (ILBI) 0.69      –      –      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds TRACI 6.91 6.97 6.44      –
FOREIGN EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200      –      –      –      –
Cloud Atlas AMI Big50 ex-SA -3.12      –      –      –
CoreShares S&P 500 23.40      –      –      –
Satrix MSCI Emerging Markets 3.37      –      –      –
Satrix MSCI World 15.79      –      –      –
Satrix Nasdaq 100      –      –      –      –
Stanlib MSCI World      –      –      –      –
Stanlib S&P 500      –      –      –      –
Sygnia Itrix Eurostoxx50 -0.35 8.44 10.17 7.15
Sygnia Itrix FTSE100 7.81 6.71 9.40 10.00
Sygnia Itrix MSCI Japan 15.50 13.21 13.82 10.94
Sygnia Itrix MSCI US 22.70 17.47 20.93 17.61
Sygnia Itrix MSCI World 16.64 14.61 16.87 13.92
Sygnia Itrix S&P 500      –      –      –      –
CoreShares Top50 6.27 7.73
FOREIGN STYLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Coreshares Global Dividend Aristocrats      –      –      –      –
Stanlib S&P 500 Info Tech      –      –      –      –
Sygnia Itrix 4th Industrial Revolution      –      –      –      –
FOREIGN FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond      –      –      –      –
Stanlib Global Government Bond      –      –      –      –
Ashburton World Government Bond      –      –      –      –
FOREIGN REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA      –      –      –      –
CoreShares S&P Global Property 5.13      –      –      –
Stanlib Global Property      –      –      –      –
Sygnia Itrix Global Property      –      –      –      –