Our multi-manager investment portfolios comprise out of a blend of the most efficient index funds from leading index fund managers such as Satrix, Sygnia, Absa, Stanlib, Ashburton, Coreshares and Cloud Atlas.

Performance as at 30 September 2018. Unless indicated, all returns greater than 1 year are annualised.

Segregated Portfolios 1 Year 2 Years 3 Years 4 Years 5 Years 6 Years Since Inception Date of Inception
Conservative 5.81% 6.09% 5.51% n/a n/a n/a 5.94% 2014-12-11
Cautious 4.74% 4.73% 5.32% 6.04% 6.86% 6.54% 7.29% 2012-04-17
Moderate 6.47% 6.86% 6.36% 8.07% 8.75% 8.64% 9.40% 2011-10-28
Growth 6.48% 8.00% 7.56% 7.16% 8.58% 9.41% 10.37% 2012-04-17
International 18.49% 13.80% 11.38% 12.00% 11.88% n/a 10.29% 2013-04-03
Retirement Fund Portfolios (Reg 28) 1 Year 2 Years 3 Years 4 Years 5 Years 6 Years Since Inception Date of Inception
Conservative 5.90% 5.90% n/a n/a n/a n/a 5.99% 2016-02-24
Cautious 1.31% 3.26% 4.08% 6.88% 6.45% n/a 6.02% 2013-07-03
Moderate 1.47% 3.15% 4.36% 6.76% 7.39% n/a 6.18% 2013-06-03
Growth 2.09% 5.67% 5.75% 7.96% 8.36% n/a 6.97% 2013-05-15

 

The performance shown is net of all the manager’s total expenses and fees for managing the portfolios and is net of all the expenses and fees of underlying ETFs or securities (where applicable). Data provided by IRESS and references the publishing date of the corresponding portfolio/fund fact sheet. Total Investment Charges (TIC) are the sum of the portfolio/fund Total Expense Ratio(TER) and transaction costs which includes investment management fees, brokerage fees, settlement costs, statutory costs and value added tax.