Performance as at 31 March 2019
- Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis.
- No data in a field means that either no data has been provided to us, and/or the fund still younger than 13 months.
- We are firm believers in the concept of disciplined investing for the long term. We therefore ignore reporting short term volatility, ie: any term under 12 months.
- Performance is annualised and net of the fund and/or portfolio manager’s total fees and expenses.
- Performance does not include the costs of administration. Different products may be subjected to different administration fees. Click here for our product administration fees.
- Data provided by Profile Data, FE Analytics and IRESS.
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Low Volatility Equity | – | – | – | – |
| Absa New Funds Equity Momentum | 9.72 | 5.84 | 5.95 | – |
| Absa New Funds NewSA Index | 0.16 | 3.94 | 3.41 | 12.31 |
| Absa New Funds S&P GIVI SA Top 50 | 8.63 | -2.35 | 0.20 | 10.67 |
| Absa New Funds Shariah Top 40 Index | 21.04 | 8.65 | -0.21 | – |
| Absa New Funds SWIX 40 | 0.61 | 3.17 | 5.18 | – |
| Absa New Funds Value Equity | -0.92 | – | – | – |
| Ashburton MidCap | -2.76 | 2.05 | 6.30 | – |
| Ashburton Top40 | 6.08 | 5.78 | 6.06 | 13.44 |
| CoreShares CoreShares SA Dividend Aristocrats | -11.05 | 0.17 | – | – |
| CoreShares CoreShares Top50 | 4.32 | 6.27 | – | – |
| CoreShares Top 40 Equally Weighted | -6.34 | -2.02 | 1.19 | – |
| Satrix 40 | 7.43 | 6.06 | 6.41 | 13.78 |
| Satrix DIVI | 7.99 | 11.92 | 7.98 | 14.66 |
| Satrix Quality South Africa | -5.22 | – | – | – |
| Satrix RAFI 40 | 5.95 | 9.19 | 5.70 | 13.96 |
| Satrix SWIX TOP 40 | 1.26 | 3.45 | 5.82 | 13.86 |
| Stanlib Swix 40 | 0.33 | 3.42 | 5.57 | – |
| Stanlib Top 40 | 5.97 | 5.68 | 5.98 | – |
| Sygnia Itrix SWIX 40 | 1.66 | – | – | – |
| Sygnia Itrix Top 40 | 7.30 | – | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Indusial 25 | -5.34 | -8.50 | 0.70 | – |
| Satrix Capped INDI | -5.37 | 0.21 | 6.41 | 18.64 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Financial 15 | -6.72 | -7.74 | -1.52 | |
| Satrix FINI | -1.67 | 5.66 | 8.71 | 16.50 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Resource 15 | 36.05 | 8.42 | 9.87 | – |
| Satrix RESI | 43.68 | 22.51 | 0.65 | 5.33 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 3.39 | 9.72 | 8.16 | – |
| Absa New Funds ILBI | -3.65 | 2.05 | 4.15 | – |
| Ashburton Inflation | -3.96 | 1.82 | 3.95 | – |
| Satrix ILBI | -3.32 | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares CoreShares Top Ten Equally Weighted | -5.76 | – | ||
| CoreShares Propax SAPY | -6.29 | -4.24 | 5.61 | 11.63 |
| CoreShares Propax Ten | -5.61 | -4.70 | 7.15 | – |
| Satrix Property | -6.76 | – | – | – |
| Stanlib SA Property | -6.03 | -3.51 | 5.90 | – |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 0.67 | 4.19 | 5.46 | – |
| Absa New Funds MAPPS Growth | 0.91 | 3.98 | 5.38 | – |
| Absa New Funds Volatility Managed Defensive Equity | – | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | – | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | – | – | – | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | 25.83 | 11.78 | 7.54 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 6.80 | 7.04 | 6.63 | – |