Performance as at 30 September 2020

 

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum -3.18 2.87 4.61 *
Absa New Funds S&P GIVI SA Top 50 -4.11 -3.94 -2.49 4.65
Absa New Funds Shariah Top 40 Index 9.46 5.15 4.78 4.88
Absa New Funds Value Equity -19.59 * * *
Absa New Funds Volatility Managed Defensive Equity -0.41 * * *
Absa New Funds Volatility Managed High Growth Equity -17.18 * * *
Absa New Funds Volatility Managed Moderate Equity -10.13 * * *
Ashburton  MidCap -16.35 -5.21 0.12 *
Ashburton  Top40 5.12 3.33 5.08 9.78
CoreShares CoreShares Top50 2.48 2.92 5.11 *
CoreShares SA Dividend Aristocrats -21.10 -8.99 -3.13 *
Satrix 40 3.40 2.48 4.43 9.61
Satrix DIVI -5.10 5.44 7.05 7.70
Satrix Quality South Africa -7.17 1.71 * *
Satrix RAFI 40 -8.59 -0.78 4.02 7.25
Satrix SWIX TOP 40 -0.52 -0.02 2.67 9.26
Stanlib Swix 40 2.80 1.46 3.88 9.10
Stanlib Top 40 5.42 3.45 5.32 *
Sygnia Itrix SWIX 40 1.24 * * *
Sygnia Itrix Top 40 5.06 * * *
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix Capped INDI 5.33 -0.61 2.72 13.36
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix FINI -30.53 -7.47 -3.84 6.99
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix RESI 37.66 22.18 17.03 5.32
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 3.07 6.84 7.24      –
Absa New Funds ILBI -2.60 0.50 1.82      –
Ashburton  Inflation -3.47 -0.01 1.48 5.22
Satrix ILBI -2.54 0.55      –      –
Stanlib SA Bond 9.05      –      –      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares SA Property Income * * * *
Satrix Property -49.79 -25.87 * *
Stanlib SA Property -46.26 -23.82 -12.68 *
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 1.02 2.08 3.59 *
Absa New Funds MAPPS Growth 1.44 1.26 3.38 *
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax -21.29 0.04 3.62 *
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 6.07 6.70 6.82 *
  • 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.