Performance as at 30 September 2020
| SA EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds Equity Momentum | -3.18 | 2.87 | 4.61 | * |
| Absa New Funds S&P GIVI SA Top 50 | -4.11 | -3.94 | -2.49 | 4.65 |
| Absa New Funds Shariah Top 40 Index | 9.46 | 5.15 | 4.78 | 4.88 |
| Absa New Funds Value Equity | -19.59 | * | * | * |
| Absa New Funds Volatility Managed Defensive Equity | -0.41 | * | * | * |
| Absa New Funds Volatility Managed High Growth Equity | -17.18 | * | * | * |
| Absa New Funds Volatility Managed Moderate Equity | -10.13 | * | * | * |
| Ashburton MidCap | -16.35 | -5.21 | 0.12 | * |
| Ashburton Top40 | 5.12 | 3.33 | 5.08 | 9.78 |
| CoreShares CoreShares Top50 | 2.48 | 2.92 | 5.11 | * |
| CoreShares SA Dividend Aristocrats | -21.10 | -8.99 | -3.13 | * |
| Satrix 40 | 3.40 | 2.48 | 4.43 | 9.61 |
| Satrix DIVI | -5.10 | 5.44 | 7.05 | 7.70 |
| Satrix Quality South Africa | -7.17 | 1.71 | * | * |
| Satrix RAFI 40 | -8.59 | -0.78 | 4.02 | 7.25 |
| Satrix SWIX TOP 40 | -0.52 | -0.02 | 2.67 | 9.26 |
| Stanlib Swix 40 | 2.80 | 1.46 | 3.88 | 9.10 |
| Stanlib Top 40 | 5.42 | 3.45 | 5.32 | * |
| Sygnia Itrix SWIX 40 | 1.24 | * | * | * |
| Sygnia Itrix Top 40 | 5.06 | * | * | * |
| SA INDUSTRIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix Capped INDI | 5.33 | -0.61 | 2.72 | 13.36 |
| SA FINANCIAL | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix FINI | -30.53 | -7.47 | -3.84 | 6.99 |
| SA RESOURCES | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Satrix RESI | 37.66 | 22.18 | 17.03 | 5.32 |
| SA FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds GOVI | 3.07 | 6.84 | 7.24 | – |
| Absa New Funds ILBI | -2.60 | 0.50 | 1.82 | – |
| Ashburton Inflation | -3.47 | -0.01 | 1.48 | 5.22 |
| Satrix ILBI | -2.54 | 0.55 | – | – |
| Stanlib SA Bond | 9.05 | – | – | – |
| SA REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares SA Property Income | * | * | * | * |
| Satrix Property | -49.79 | -25.87 | * | * |
| Stanlib SA Property | -46.26 | -23.82 | -12.68 | * |
| SA MULTI ASSET FLEXIBLE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 1.02 | 2.08 | 3.59 | * |
| Absa New Funds MAPPS Growth | 1.44 | 1.26 | 3.38 | * |
| SA MULTI ASSET INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| CoreShares Prefax | -21.29 | 0.04 | 3.62 | * |
| SA MONEY MARKET | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds TRACI | 6.07 | 6.70 | 6.82 | * |
- 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.