Performance as at 30 June 2019

Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis. 

  • 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.
GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 6.60      –      –      –
Cloud Atlas AMI Big50 ex-SA 2.65      –      –      –
CoreShares S&P 500 11.96      –      –      –
Satrix MSCI Emerging Marks 4.27      –      –      –
Satrix MSCI World Equity 8.73      –      –      –
Satrix Nasdaq 100 10.74      –      –      –
Satrix S&P 500 13.04      –      –      –
STANLIB MSCI World Index 8.06      –      –      –
STANLIB S&P 500 Index 11.40      –      –      –
STANLIB S&P 500 Info Tech Index 14.87      –      –      –
Sygnia Itrix 4th Indusial Revolution 9.91      –      –      –
Sygnia Itrix Eurostoxx50 4.49 8.87 6.06 10.66
Sygnia Itrix FTSE100 -0.07 5.35 5.20 13.06
Sygnia Itrix MSCI Japan -1.33 6.60 10.46 11.69
Sygnia Itrix MSCI US Index 13.62 12.58 16.43 20.77
Sygnia Itrix MSCI World Index 10.25 10.82 12.94 17.29
Sygnia Itrix S&P 500 13.91      –      –      –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond 6.66      –      –
Stanlib Global Government Bond Index 7.40      –      –      –
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA -13.84      –      –      –
CoreShares S&P Global Property 10.92      –      –      –
Stanlib Global REIT Index 0.46      –      –      –
Sygnia Itrix Global Property 11.87      –      –      –