Performance as at 31 March 2020
(Investment returns are provided on a quarterly basis)
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | 0.06 | 3.30 | 2.14 | – |
| Absa New Funds S&P GIVI SA Top 50 | -15.29 | -6.37 | -4.87 | 4.50 |
| Absa New Funds Shariah Top 40 Index | -10.18 | 2.52 | -1.94 | 3.37 |
| Absa New Funds Value Equity | -33.79 | – | – | – |
| Absa New Funds Volatility Managed Defensive Equity | -5.16 | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | -14.03 | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | -8.09 | – | – | – |
| Ashburton MidCap | -24.44 | -8.77 | -4.17 | 6.40 |
| Ashburton Top40 | -8,23 | 2.57 | 2.18 | 9.12 |
| CoreShares CoreShares Top50 | -11.52 | 1.57 | – | – |
| CoreShares SA Dividend Aristocrats | -23.54 | -8.76 | -4.34 | – |
| Satrix 40 | -9.99 | 1.90 | 1.63 | 9.01 |
| Satrix DIVI | -21.43 | 1.65 | 0.16 | 7.14 |
| Satrix Quality South Africa | -17.21 | – | – | – |
| Satrix RAFI 40 | -21,25 | -1.90 | -0.63 | 6.84 |
| Satrix SWIX TOP 40 | -21.89 | -4.17 | -2.37 | 7.33 |
| Stanlib Swix 40 | -10.43 | 1.06 | 0.78 | 9.10 |
| Stanlib Top 40 | -8.28 | 2.87 | 2.11 | – |
| Sygnia Itrix SWIX 40 | -12.52 | – | – | – |
| Sygnia Itrix Top 40 | -8.47 | – | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix Capped INDI | -2.45 | -0.07 | 1.82 | 14.17 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix FINI | -33.08 | -5.30 | -4.92 | 7.93 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix RESI | 9.43 | 18.17 | 5.30 | 2.90 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | -0,58 | 5.68 | 5.79 | – |
| Absa New Funds ILBI | -4.30 | 0.41 | 1.49 | – |
| Ashburton Inflation | -5.76 | -0.60 | 1.00 | 5.72 |
| Satrix ILBI | -4.72 | 0.29 | – | – |
| Stanlib SA Bond | – | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares SA Property Income | – | – | – | – |
| Satrix Property | -48.70 | -24.26 | – | – |
| Stanlib SA Property | -47.49 | -21.57 | -12.80 | |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | -5.91 | 1.64 | 2.08 | – |
| Absa New Funds MAPPS Growth | -9.79 | 0.66 | 1.01 | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | -16.50 | 0.80 | 4.27 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 7.25 | 7.10 | 6.94 | – |
- 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.