Performance as at 31 January 2021

 

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum 2.31 4.67 7.18
Absa New Funds S&P GIVI SA Top 50 1.29 -0.12 -0.98 4.95
Absa New Funds Shariah Top 40 Index 16.64 10.05 11.03 5.00
Absa New Funds Value Equity -6.15
Absa New Funds Volatility Managed Defensive Equity 4.34
Absa New Funds Volatility Managed High Growth Equity -20.10
Absa New Funds Volatility Managed Moderate Equity -5.83
Ashburton  MidCap -8.91 -3.36 3.39
Ashburton  Top40 19.44 6.43 8.68 10.55
CoreShares CoreShares Top50 13.56 4.69 8.37
CoreShares SA Dividend Aristocrats -10.30 -8.30 0.59
Efficient Global Equity 25.21
Satrix 40 15.91 5.02 7.71 10.23
Satrix DIVI 13.12 3.65 11.77 9.10
Satrix Quality South Africa 7.71 -0.30 * *
Satrix RAFI 40 4.58 0.95 8.15 8.01
Satrix SWIX TOP 40 13.36 2.43 6.08 10.34
1NVEST Swix 40 12.33 3.00 6.78 10.41
1NVEST Top 40 17.14 5.79 8.41 10.35
Sygnia Itrix SWIX 40 12.37 1.98
Sygnia Itrix Top 40 17.01 5.68
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix Capped INDI 18.83 2.43 4.70 14.50
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix FINI -16.37 -7.51 0.45 8.76
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix RESI 38.54 23.73 25.10 4.88
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 8.53 8.24 9.33
Absa New Funds ILBI 5.45 3.01 2.90
Ashburton  Inflation 5.57 2.54 2.60 5.84
Satrix ILBI 5.57 3.08
1NVEST SA Bond 20.18
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares SA Property Income -37.31
Satrix Property -35.45 -19.31 -8.68
1NVEST SA Property -35.18 -20.88 -8.50
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 9.07 3.87 5.41
Absa New Funds MAPPS Growth 11.19 2.96 5.89
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax -10.88 7.88 6.28
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 4.76 6.23 6.62

 

  • 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.