Performance as at 31 January 2021
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | 2.31 | 4.67 | 7.18 | – |
| Absa New Funds S&P GIVI SA Top 50 | 1.29 | -0.12 | -0.98 | 4.95 |
| Absa New Funds Shariah Top 40 Index | 16.64 | 10.05 | 11.03 | 5.00 |
| Absa New Funds Value Equity | -6.15 | – | – | – |
| Absa New Funds Volatility Managed Defensive Equity | 4.34 | – | – | – |
| Absa New Funds Volatility Managed High Growth Equity | -20.10 | – | – | – |
| Absa New Funds Volatility Managed Moderate Equity | -5.83 | – | – | – |
| Ashburton MidCap | -8.91 | -3.36 | 3.39 | |
| Ashburton Top40 | 19.44 | 6.43 | 8.68 | 10.55 |
| CoreShares CoreShares Top50 | 13.56 | 4.69 | 8.37 | – |
| CoreShares SA Dividend Aristocrats | -10.30 | -8.30 | 0.59 | – |
| Efficient Global Equity | 25.21 | – | – | – |
| Satrix 40 | 15.91 | 5.02 | 7.71 | 10.23 |
| Satrix DIVI | 13.12 | 3.65 | 11.77 | 9.10 |
| Satrix Quality South Africa | 7.71 | -0.30 | * | * |
| Satrix RAFI 40 | 4.58 | 0.95 | 8.15 | 8.01 |
| Satrix SWIX TOP 40 | 13.36 | 2.43 | 6.08 | 10.34 |
| 1NVEST Swix 40 | 12.33 | 3.00 | 6.78 | 10.41 |
| 1NVEST Top 40 | 17.14 | 5.79 | 8.41 | 10.35 |
| Sygnia Itrix SWIX 40 | 12.37 | 1.98 | – | – |
| Sygnia Itrix Top 40 | 17.01 | 5.68 | – | – |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix Capped INDI | 18.83 | 2.43 | 4.70 | 14.50 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix FINI | -16.37 | -7.51 | 0.45 | 8.76 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix RESI | 38.54 | 23.73 | 25.10 | 4.88 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 8.53 | 8.24 | 9.33 | – |
| Absa New Funds ILBI | 5.45 | 3.01 | 2.90 | – |
| Ashburton Inflation | 5.57 | 2.54 | 2.60 | 5.84 |
| Satrix ILBI | 5.57 | 3.08 | – | – |
| 1NVEST SA Bond | 20.18 | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares SA Property Income | -37.31 | – | – | – |
| Satrix Property | -35.45 | -19.31 | -8.68 | – |
| 1NVEST SA Property | -35.18 | -20.88 | -8.50 | – |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 9.07 | 3.87 | 5.41 | – |
| Absa New Funds MAPPS Growth | 11.19 | 2.96 | 5.89 | – |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | -10.88 | 7.88 | 6.28 | – |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 4.76 | 6.23 | 6.62 | – |
- 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.