Performance as at 31 March 2020

(Investment returns are provided on a quarterly basis)

SA EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds Equity Momentum 0.06 3.30 2.14      –
Absa New Funds S&P GIVI SA Top 50 -15.29 -6.37 -4.87 4.50
Absa New Funds Shariah Top 40 Index -10.18 2.52 -1.94 3.37
Absa New Funds Value Equity -33.79      –      –      –
Absa New Funds Volatility Managed Defensive Equity -5.16      –      –      –
Absa New Funds Volatility Managed High Growth Equity -14.03      –      –      –
Absa New Funds Volatility Managed Moderate Equity -8.09      –      –      –
Ashburton  MidCap -24.44 -8.77 -4.17 6.40
Ashburton  Top40 -8,23 2.57 2.18 9.12
CoreShares CoreShares Top50 -11.52 1.57      –      –
CoreShares SA Dividend Aristocrats -23.54 -8.76 -4.34      –
Satrix 40 -9.99 1.90 1.63 9.01
Satrix DIVI -21.43 1.65 0.16 7.14
Satrix Quality South Africa -17.21      –      –      –
Satrix RAFI 40 -21,25 -1.90 -0.63 6.84
Satrix SWIX TOP 40 -21.89 -4.17 -2.37 7.33
Stanlib Swix 40 -10.43 1.06 0.78 9.10
Stanlib Top 40 -8.28 2.87 2.11      –
Sygnia Itrix SWIX 40 -12.52      –      –      –
Sygnia Itrix Top 40 -8.47      –      –      –
SA INDUSTRIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix Capped INDI -2.45 -0.07 1.82 14.17
SA FINANCIAL 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix FINI -33.08 -5.30 -4.92 7.93
SA RESOURCES 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Satrix RESI 9.43 18.17 5.30 2.90
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds GOVI -0,58 5.68 5.79      –
Absa New Funds ILBI -4.30 0.41 1.49      –
Ashburton  Inflation -5.76 -0.60 1.00 5.72
Satrix ILBI -4.72 0.29      –      –
Stanlib SA Bond      –      –      –      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares SA Property Income      –      –      –      –
Satrix Property -48.70 -24.26      –      –
Stanlib SA Property -47.49 -21.57 -12.80
SA MULTI ASSET FLEXIBLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect -5.91 1.64 2.08      –
Absa New Funds MAPPS Growth -9.79 0.66 1.01      –
SA MULTI ASSET INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares Prefax -16.50 0.80 4.27      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds TRACI 7.25 7.10 6.94      –

 

  • 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.