Performance as at 31 December 2019

(Investment returns are provided on a quarterly basis)

 

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum 23.79 9.73 6.82      –
Absa New Funds S&P GIVI SA Top 50 9.68 1.06 -0.15 6.70
Absa New Funds Shariah Top 40 Index 15.21 8.27 3.43 4.88
Absa New Funds Value Equity -1.99      –      –      –
Absa New Funds Volatility Managed Defensive Equity      –      –      –      –
Absa New Funds Volatility Managed High Growth Equity      –      –      –      –
Absa New Funds Volatility Managed Moderate Equity      –      –      –      –
Ashburton  MidCap 14.79 3.27 5.03      –
Ashburton  Top40 12.27 8.25 5.95 10.34
CoreShares CoreShares Top50 9.97 8.08      –      –
CoreShares SA Dividend Aristocrats 2.67 -0.24 3.14      –
Satrix 40 9.11 7.06 5.18 10.12
Satrix DIVI -0.06 8.34 4.74 10.06
Satrix Quality South Africa 0.23      –      –      –
Satrix RAFI 40 7.54 6.48 5.78 9.78
Satrix SWIX TOP 40 5.73 4.98 3.88 10.45
Stanlib Swix 40 8.41 5.88 4.53      –
Stanlib Top 40 8.72 7.12 5.32      –
Sygnia Itrix SWIX 40 9.73      –      –      –
Sygnia Itrix Top 40 13.27      –      –      –
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix Capped INDI 6.25 3.01 3.15 14.31
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix FINI -3.58 5.29 3.94 12.35
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix RESI 22,23 18.76 6.42 2.64
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 9.68 9.01 7.38      –
Absa New Funds ILBI 2.03 1.44 2.67      –
Ashburton  Inflation 1.91 1.19 2.46 6.43
Satrix ILBI 2.15      –      –      –
Stanlib SA Bond      –      –      –      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares SA Property Income      –      –      –      –
Satrix Property -8.27      –      –      –
Stanlib SA Property -3.56 -4.99 0.44
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 5.84 4.70 4.28      –
Absa New Funds MAPPS Growth 7.34 5.49 4.31      –
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax 17.54 10.40 10.29      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 7.13 7.06 6.85      –
  • 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.