Performance as at 30 June 2020
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | -6.24 | 5.83 | 4.08 | – |
| Absa New Funds S&P GIVI SA Top 50 | -11.60 | -6.47 | -4.95 | 3.64 |
| Absa New Funds Shariah Top 40 Index | -7.05 | 2.50 | -2.69 | 1.47 |
| Absa New Funds Value Equity | -25.03 | – | – | – |
| Absa New Funds Volatility Managed Defensive Equity | -3.73 | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | -17.07 | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | -9.75 | – | – | – |
| Ashburton MidCap | -20.96 | -7.29 | -4.00 | |
| Ashburton Top40 | -3.81 | 3.58 | 1.87 | 8.08 |
| CoreShares CoreShares Top50 | -8.99 | 1.82 | 1.15 | – |
| CoreShares SA Dividend Aristocrats | -23.09 | -9.40 | -6.35 | – |
| Satrix 40 | -3.91 | 3.67 | 1.88 | 8.08 |
| Satrix DIVI | -22.14 | 0.26 | -1.92 | 3.05 |
| Satrix Quality South Africa | -17.58 | – | – | – |
| Satrix RAFI 40 | -15.66 | 1.96 | 1.86 | 8.00 |
| Satrix SWIX TOP 40 | -5.89 | 0.63 | -0.29 | 7.78 |
| Stanlib Swix 40 | -5.50 | 0.13 | 1.56 | 9.10 |
| Stanlib Top 40 | -3.00 | 2.63 | 2.91 | – |
| Sygnia Itrix SWIX 40 | -7.73 | – | – | – |
| Sygnia Itrix Top 40 | -3.22 | – | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix Capped INDI | 1.75 | 0.57 | 1.45 | 13.01 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix FINI | -40.27 | -10.43 | -8.82 | 3.72 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix RESI | 7.59 | 18.90 | 5.90 | 1.36 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 2.20 | 7.34 | 7.02 | – |
| Absa New Funds ILBI | -3.70 | 0.35 | 1.67 | – |
| Ashburton Inflation | -6.51 | -2.36 | -0.81 | 2.86 |
| Satrix ILBI | -3.30 | 0.87 | – | – |
| Stanlib SA Bond | -4.15 | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares SA Property Income | – | – | – | – |
| Satrix Property | -49.60 | -27.90 | – | – |
| Stanlib SA Property | -46.07 | -21.61 | -11.36 | |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | -1.17 | 3.06 | 3.07 | – |
| Absa New Funds MAPPS Growth | -2.15 | 3.18 | 2.63 | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | -21.63 | -6.46 | -4.08 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 6.67 | 6.91 | 6.90 | – |
- 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.