Performance as at 31 March 2019

The performance shown is annualised and net of the manager’s total expenses and fees. Data provided by Profile Data, FE Analytics.

“-” denotes no performance data available. If this occurs in year 1 it means the fund is younger than 12 months.

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Low Volatility Equity      –      –      –      –
Absa New Funds Equity Momentum 9.72 5.84 5.95      –
Absa New Funds NewSA Index 0.16 3.94 3.41 12.31
Absa New Funds S&P GIVI SA Top 50 8.63 -2.35 0.20 10.67
Absa New Funds Shariah Top 40 Index 21.04 8.65 -0.21      –
Absa New Funds SWIX 40 0.61 3.17 5.18      –
Absa New Funds Value Equity -0.92      –      –      –
Ashburton  MidCap -2.76 2.05 6.30      –
Ashburton  Top40 6.08 5.78 6.06 13.44
CoreShares CoreShares SA Dividend Aristocrats -11.05 0.17      –      –
CoreShares CoreShares Top50 4.32 6.27      –      –
CoreShares Top 40 Equally Weighted -6.34 -2.02 1.19      –
Satrix 40 7.43 6.06 6.41 13.78
Satrix DIVI 7.99 11.92 7.98 14.66
Satrix Quality South Africa -5.22      –      –      –
Satrix RAFI 40 5.95 9.19 5.70 13.96
Satrix SWIX TOP 40 1.26 3.45 5.82 13.86
Stanlib Swix 40 0.33 3.42 5.57      –
Stanlib Top 40 5.97 5.68 5.98      –
Sygnia Itrix SWIX 40 1.66      –      –      –
Sygnia Itrix Top 40 7.30      –      –      –
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Indusial 25 -5.34 -8.50 0.70      –
Satrix Capped INDI -5.37 0.21 6.41 18.64
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Financial 15 -6.72 -7.74 -1.52
Satrix FINI -1.67 5.66 8.71 16.50
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Resource 15 36.05 8.42 9.87      –
Satrix RESI 43.68 22.51 0.65 5.33
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 3.39 9.72 8.16      –
Absa New Funds ILBI -3.65 2.05 4.15      –
Ashburton  Inflation -3.96 1.82 3.95      –
Satrix ILBI -3.32      –      –      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares CoreShares Top Ten Equally Weighted -5.76      –
CoreShares Propax SAPY -6.29 -4.24 5.61 11.63
CoreShares Propax Ten -5.61 -4.70 7.15      –
Satrix Property -6.76      –      –      –
Stanlib SA Property -6.03 -3.51 5.90      –
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 0.67 4.19 5.46      –
Absa New Funds MAPPS Growth 0.91 3.98 5.38      –
Absa New Funds Volatility Managed Defensive Equity      –      –      –      –
Absa New Funds Volatility Managed High Growth Equity      –      –      –      –
Absa New Funds Volatility Managed Moderate Equity      –      –      –      –
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax 25.83 11.78 7.54      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 6.80 7.04 6.63      –