Performance as at 31 May 2022

ETFs 1 YEAR 3 YEAR 5 YEAR 10 YEAR SECTOR
Ashburton Ashburton World Government Bond ETF TR in ZA -4.18 -1.01 Global Interest Bearing Variable Term
Cloud Atlas AMI Big50 ex-SA ETF TR in ZA -28.54 -22.44 Regional Equity General
Cloud Atlas AMI Real Estate ex-SA E in ZA Regional Real Estate General
CoreShares CoreShares SA Dividend Aristocrats ETF TR in ZA 6.15 0.04 -0.54 Equity General
CoreShares Preftrax ETF TR in ZA 42.13 13.60 12.16 Multi-asset Income
CoreShares S&P 500 ETF TR in ZA 12.46 17.98 Global Equity General
CoreShares S&P Global Property ETF TR in ZA 11.54 4.89 Global Real Estate General
CoreShares SA Property Income ETF TR in ZA 19.99 Real Estate General
CoreShares Top50 ETF TR in ZA 14.68 14.53 11.33 Equity General
NewFunds NewFunds Equity Momentum ETF TR in ZA 4.70 8.71 7.96 Equity Large Cap
NewFunds NewFunds GOVI ETF TR in ZA 5.11 5.66 7.77 Int Bearing Variable Term
NewFunds NewFunds ILBI ETF TR in ZA 10.36 7.31 5.31 Int Bearing Variable Term
NewFunds NewFunds MAPPS? Growth ETF TR in ZA 5.99 8.14 6.20 8.92 Multi-asset High Equity
NewFunds NewFunds MAPPS? Protect ETF TR in ZA 6.76 7.58 6.09 7.74 Multi-asset Low Equity
NewFunds NewFunds S&P GIVI SA Top 50 ETF TR in ZA 8.44 5.82 1.23 5.37 Equity Large Cap
NewFunds NewFunds Shari?ah Top 40 Index ETF TR in ZA 20.81 18.15 13.93 8.67 Equity Large Cap
NewFunds NewFunds TRACI 3 Month ETF in ZA 3.92 4.87 5.72 Int Bearing Money Market
NewFunds NewFunds Value Equity ETF TR in ZA 21.62 9.79 Equity General
NewFunds Volatility Managed Defensive Equity ETF in ZA 7.19 Multi-asset Flexible
NewFunds Volatility Managed High Growth Equity ETF in ZA 19.71 Multi-asset Flexible
NewFunds Volatility Managed Moderate Equity ETF in ZA 12.81 Multi-asset Flexible
RMB Ashburton Inflation ETF TR in ZA 9.72 6.84 4.72 5.93 Int Bearing Variable Term
RMB Ashburton MidCap ETF TR in ZA 11.00 7.82 4.90 Equity Mid & Small Cap
RMB Ashburton Top40 ETF TR in ZA 10.59 13.31 10.14 11.62 Equity Large Cap
Satrix ILBI ETF A in ZA 11.46 7.77 Regional Interest Bearing Variable Term
Satrix MSCI World Equity Feeder ETF in ZA 7.74 15.08 Global Equity General
Satrix Property ETF A TR in ZA 14.96 -8.40 Real Estate General
Satrix Property Index A1 TR in ZA 14.72 -5.36 -5.74 Real Estate General
Satrix Quality South Africa ETF TR in ZA 1.39 3.35 Equity General
Satrix Satrix 40 ETF A TR in ZA 10.62 13.02 9.97 11.68 Equity Large Cap
Satrix Satrix Capped INDI ETF A TR in ZA -7.21 6.19 2.67 11.46 Equity Industrial
Satrix Satrix DIVI ETF A TR in ZA 30.57 16.45 16.31 11.48 Equity General
Satrix Satrix FINI ETF A TR in ZA 31.02 4.27 7.49 10.96 Equity Financial
Satrix Satrix MSCI Emerging Markets Feeder ETF TR in ZA -5.05 8.50 Global Equity General
Satrix Satrix Nasdaq 100 ETF in ZA 4.82 23.89 Regional Equity General
Satrix Satrix RAFI 40 ETF A TR in ZA 26.63 14.43 11.88 11.01 Equity General
Satrix Satrix RESI ETF A TR in ZA 19.51 26.51 24.51 9.32 Equity Resources
Satrix Satrix S&P 500 Feeder ETF TR in ZA 15.27 19.25 Global Equity General
Satrix Satrix SWIX TOP 40 ETF A TR in ZA 6.35 8.88 6.46 10.39 Equity Large Cap
STANLIB 1NVEST Global Government Bond Index Feeder ETF TR in ZA -2.81 -0.55 Global Interest Bearing Variable Term
STANLIB 1NVEST MSCI World Index Feeder ETF in ZA 7.56 14.91 Global Equity General
STANLIB 1NVEST S&P 500 Index Feeder ETF in ZA 12.22 18.11 Regional Equity General
STANLIB 1NVEST S&P 500 Info Tech Index Feeder ETF in ZA 14.01 27.60 Regional Equity General
STANLIB 1NVEST SA Bond ETF TR in ZA 5.39 Int Bearing Variable Term
STANLIB 1NVEST SA Property ETF TR in ZA 14.79 -5.81 -5.68 Real Estate General
STANLIB 1NVEST Swix 40 ETF TR in ZA 6.62 10.87 7.88 12.53 Equity Large Cap
STANLIB 1NVEST Top 40 ETF TR in ZA 10.37 13.28 10.14 11.57 Equity Large Cap
Sygnia Itrix Eurostoxx50 ETF TR in ZA -4.54 8.26 6.77 15.55 Global Equity General
Sygnia Itrix FTSE100 ETF TR in ZA 12.04 7.72 8.25 14.05 Global Equity General
Sygnia Itrix Global Property ETF TR in ZA 11.25 5.06 Global Real Estate General
Sygnia Itrix MSCI Japan ETF TR in ZA -1.73 6.98 7.42 14.06 Global Equity General
Sygnia Itrix S&P 500 ETF TR in ZA 12.95 18.58 Regional Equity General
Sygnia Itrix SWIX 40 ETF TR in ZA 6.38 8.92 Equity General
Sygnia Itrix Top 40 ETF TR in ZA 10.24 13.08 Equity Large Cap
Sygnia Sygnia Itrix 4th Industrial Revolut TR in ZA -21.64 16.66 Global Equity General
Sygnia Sygnia Itrix MSCI US Index ETF TR in ZA 9.96 17.95 16.65 21.32 Global Equity General
Sygnia Sygnia Itrix MSCI World Index ETF TR in ZA 7.73 15.07 13.96 19.06 Global Equity General
  • 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.