Performance as at 30 June 2019

Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis. 

  • 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.
SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum 3.74      –      –      –
Absa New Funds Low Volatility Equity 27.59 7.70 7.22      –
Absa New Funds NewSA Index 0.13 6.14 2.64 11.78
Absa New Funds S&P GIVI SA Top 50 1.17 -1.36 -0.84 9.49
Absa New Funds Shariah Top 40 Index 8.63 7.55 -0.79 7.03
Absa New Funds SWIX 40 0.10 3.71 4.43      –
Absa New Funds Value Equity -1.72      –      –      –
Absa New Funds Volatility Managed Defensive Equity      –      –      –      –
Absa New Funds Volatility Managed High Growth Equity      –      –      –      –
Absa New Funds Volatility Managed Moderate Equity      –      –      –      –
Ashburton  MidCap 5.33 2.68 5.17      –
Ashburton  Top40 5.49 8.34 5.70 13.24
CoreShares CoreShares Top50 0.68 0.10 5.96      –
CoreShares SA Dividend Aristocrats 5.12 7.94      –      –
CoreShares Top 40 Equally Weighted 2.23 -0.48 1.13      –
Satrix 40 5.27 7.45 5.69 13.40
Satrix DIVI 11.98 13.66 7.58 13.31
Satrix Quality South Africa 4.71      –      –      –
Satrix RAFI 40 6.70 9.66 5.35 12.92
Satrix SWIX TOP 40 -0.29 3.96 4.92 13.19
Stanlib Swix 40 -0.83 4.17 4.98      –
Stanlib Top 40 3.14 7.14 5.45      –
Sygnia Itrix SWIX 40 1.21      –      –      –
Sygnia Itrix Top 40 5.75      –      –      –
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Indusial 25 -9.26 -8.38 -0.66 11.42
Satrix Capped INDI -4.58 1.47 5.34 17.56
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Financial 15 -6.03 -4.72 -2.91 9.93
Satrix FINI 11.78 10.32 8.33 15.83
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds S&P GIVI SA Resource 15 12.35 5.86 9.13 11.20
Satrix RESI 19.86 20.59 0.30 5.11
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 12.41 9.79 8.40      –
Absa New Funds ILBI 4.22 1.62 3.57      –
Ashburton  Inflation 3.60 1.34 3.36 6.59
Satrix ILBI 4.12      –      –      –
Stanlib SA Bond      –      –      –      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Propax SAPY 1.50 -2.42 5.82 12.59
CoreShares Propax Ten -1.42 -4.21 6.48      –
Satrix Property -8.07      –      –      –
Stanlib SA Property -0.73 -2.17 5.94      –
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 4.36 4.23 4.87      –
Absa New Funds MAPPS Growth 2.20 4.35 4.79      –
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax 26.97 10.14 7.51      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 6.94 7.07 6.72      –