Performance as at 30 September 2021

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum 21.99 12.83 7.33 –
Absa New Funds S&P GIVI SA Top 50 8.76 0.23 -0.58 5.18
Absa New Funds Shariah Top 40 Index 21.33 8.6 7.9 6.47
Absa New Funds Value Equity 51.05 4.02 – –
Absa New Funds Volatility Managed Defensive Equity -23.64 – – –
Absa New Funds Volatility Managed High Growth Equity -26.60 – – –
Absa New Funds Volatility Managed Moderate Equity 9.10 – – –
Ashburton  MidCap 40.05 6.97 2.92 –
Ashburton  Top40 20.16 8.74 8.24 11.48
CoreShares CoreShares Top50 26 8.94 8.83 –
CoreShares SA Dividend Aristocrats 9.10 -6.76 -3.71 –
Efficient Global Equity 9.30 – – –
Satrix 40 20.12 8.46 7.97 11.52
Satrix DIVI 36.79 8.13 11.23 10.61
Satrix Quality South Africa 11.94 -0.44 – –
Satrix RAFI 40 39.33 7.98 8.58 10.49
Satrix SWIX TOP 40 17.71 5.56 5.14 10.88
1NVEST Swix 40 18.8 7.72 7.02 13.26
1NVEST Top 40 20 8.74 8.39 11.43
Sygnia Itrix SWIX 40 17.89 5.68 – –
Sygnia Itrix Top 40 19.93 8.59 – –
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix Capped INDI 17.13 7.16 5.19 14.19
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix FINI 48.87 -0.32 4.44 11.58
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix RESI 18.82 15.9 17.41 6.3
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI 12.82 9.05 8.26 –
Absa New Funds ILBI 15.09 5.1 3.18 –
Ashburton  Inflation 15.29 4.73 2.89 5.83
Satrix ILBI 15.09 5.13 – –
1NVEST SA Bond 17.45 – – –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares SA Property Income 62.86 – – –
Satrix Property 59.22 -12.2 – –
1NVEST SA Property 51.85 -7.53 -5.76 –
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 14.37 6.24 5.03 7.88
Absa New Funds MAPPS Growth 15.99 6.04 5.18 9.2
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Preftax 39.18 9.44 8.81 –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 3.46 5.54 6.14 –
GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Big50 ex-SA -23.64 -14.18 – –
CoreShares S&P 500 18.24 18.13 – –
Satrix MSCI Emerging Markets 8.38 11.1 – –
Satrix MSCI World Equity 15.88 15.36 – –
Satrix Nasdaq 100 15.74 27.4 – –
Satrix S&P 500 17.77 18.28 – –
1NVEST MSCI World Index 12.55 8.85 – –
1NVEST S&P 500 Index 17.01 18.19 – –
1NVEST S&P 500 Info Tech Index 16.05 29.46 – –
Sygnia Itrix 4th Indusial Revolution 30.09 25.36 – –
Sygnia Itrix Eurostoxx50 14.63 10.55 12.14 16.38
Sygnia Itrix FTSE100 16.49 6.2 8.69 14.61
Sygnia Itrix MSCI Japan 9.91 9.49 11.16 15.58
Sygnia Itrix MSCI US Index 16.59 18.35 19.17 24.22
Sygnia Itrix MSCI World Index 15.72 15.68 16.6 21.04
Sygnia Itrix S&P 500 16.83 17.86 – –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond -13.27 5.02 – –
1NVEST Global Government Bond Index -13.53 6.15 – –
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA -26.6 -25.42 – –
CoreShares S&P Global Property 11.6 8.58 – –
Sygnia Itrix Global Property 12.55 8.85 – –
  • 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.