Performance as at 30 September 2019
(Investment returns are provided on a quarterly basis)
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | 21.62 | 6.44 | 8,32 | – |
| Absa New Funds NewSA Index | -0.20 | 4.49 | 1.75 | 9,91 |
| Absa New Funds S&P GIVI SA Top 50 | -2.35 | -1.97 | -1.57 | 7.11 |
| Absa New Funds Shariah Top 40 Index | -0.99 | 4.18 | -1.48 | 5.10 |
| Absa New Funds SWIX 40 | -0,94 | 2.13 | 3.55 | – |
| Absa New Funds Value Equity | -7,33 | – | – | – |
| Absa New Funds Volatility Managed Defensive Equity | – | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | – | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | – | – | – | – |
| Ashburton MidCap | 4.49 | -0.48 | 4.26 | – |
| Ashburton Top40 | 1.79 | 5.56 | 5.01 | 11.19 |
| CoreShares CoreShares Top50 | 0.11 | 5.74 | – | – |
| CoreShares SA Dividend Aristocrats | -5.84 | -1.30 | 4.60 | – |
| Satrix 40 | 1.63 | 5.34 | 4.92 | 11.28 |
| Satrix DIVI | -1.71 | 9.79 | 6.20 | 10.45 |
| Satrix Quality South Africa | -14.17 | – | – | – |
| Satrix RAFI 40 | -1.14 | 5.82 | 4.55 | 10.45 |
| Satrix SWIX TOP 40 | -2.60 | 2.09 | 3.81 | 11.14 |
| Stanlib Swix 40 | -2.64 | 2.19 | 3.88 | – |
| Stanlib Top 40 | -0.23 | 5.09 | 4.76 | – |
| Sygnia Itrix SWIX 40 | -2.49 | – | – | – |
| Sygnia Itrix Top 40 | 0.31 | – | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Indusial 25 | -0.40 | -6.26 | -1.03 | 9.89 |
| Satrix Capped INDI | -0.39 | 1.40 | 4.85 | 15.51 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Financial 15 | -14.96 | -6.07 | -4.00 | 7.31 |
| Satrix FINI | -4.68 | 6.15 | 6.21 | 12.99 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds S&P GIVI SA Resource 15 | -1.31 | 2.89 | 8.29 | 8.72 |
| Satrix RESI | 4.09 | 14.25 | -0.07 | 3.18 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 11.55 | 8.54 | 7.90 | – |
| Absa New Funds ILBI | 3.87 | 1.52 | 3.38 | – |
| Ashburton Inflation | 3.22 | 1.18 | 3.18 | 6.44 |
| Satrix ILBI | 3.58 | – | – | – |
| Stanlib SA Bond | – | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Propax SAPY | -2.95 | -3.82 | 3.10 | 10.52 |
| CoreShares Propax Ten | -2.55 | -4.62 | 3.55 | – |
| Satrix Property | -14.17 | – | – | – |
| Stanlib SA Property | -7.01 | -4.39 | 2.71 | – |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 3.80 | 3.42 | 4.41 | – |
| Absa New Funds MAPPS Growth | 1.34 | 3.04 | 4.09 | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | 19.66 | 11.66 | 8.54 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 7.12 | 7.08 | 6.81 | – |
- 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.