Performance as at 31 December 2019
(Investment returns are provided on a quarterly basis)
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | 23.79 | 9.73 | 6.82 | – |
| Absa New Funds S&P GIVI SA Top 50 | 9.68 | 1.06 | -0.15 | 6.70 |
| Absa New Funds Shariah Top 40 Index | 15.21 | 8.27 | 3.43 | 4.88 |
| Absa New Funds Value Equity | -1.99 | – | – | – |
| Absa New Funds Volatility Managed Defensive Equity | – | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | – | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | – | – | – | – |
| Ashburton MidCap | 14.79 | 3.27 | 5.03 | – |
| Ashburton Top40 | 12.27 | 8.25 | 5.95 | 10.34 |
| CoreShares CoreShares Top50 | 9.97 | 8.08 | – | – |
| CoreShares SA Dividend Aristocrats | 2.67 | -0.24 | 3.14 | – |
| Satrix 40 | 9.11 | 7.06 | 5.18 | 10.12 |
| Satrix DIVI | -0.06 | 8.34 | 4.74 | 10.06 |
| Satrix Quality South Africa | 0.23 | – | – | – |
| Satrix RAFI 40 | 7.54 | 6.48 | 5.78 | 9.78 |
| Satrix SWIX TOP 40 | 5.73 | 4.98 | 3.88 | 10.45 |
| Stanlib Swix 40 | 8.41 | 5.88 | 4.53 | – |
| Stanlib Top 40 | 8.72 | 7.12 | 5.32 | – |
| Sygnia Itrix SWIX 40 | 9.73 | – | – | – |
| Sygnia Itrix Top 40 | 13.27 | – | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix Capped INDI | 6.25 | 3.01 | 3.15 | 14.31 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix FINI | -3.58 | 5.29 | 3.94 | 12.35 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix RESI | 22,23 | 18.76 | 6.42 | 2.64 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 9.68 | 9.01 | 7.38 | – |
| Absa New Funds ILBI | 2.03 | 1.44 | 2.67 | – |
| Ashburton Inflation | 1.91 | 1.19 | 2.46 | 6.43 |
| Satrix ILBI | 2.15 | – | – | – |
| Stanlib SA Bond | – | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares SA Property Income | – | – | – | – |
| Satrix Property | -8.27 | – | – | – |
| Stanlib SA Property | -3.56 | -4.99 | 0.44 | |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 5.84 | 4.70 | 4.28 | – |
| Absa New Funds MAPPS Growth | 7.34 | 5.49 | 4.31 | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | 17.54 | 10.40 | 10.29 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 7.13 | 7.06 | 6.85 | – |
- 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.