Performance as at 30 September 2019

(Investment returns are provided on a quarterly basis)

GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 6.83      –      –      –
Cloud Atlas AMI Big50 ex-SA -3.73      –      –      –
CoreShares S&P 500 10.87      –      –      –
Satrix MSCI Emerging Marks 3.87      –      –      –
Satrix MSCI World Equity 8.92      –      –      –
Satrix Nasdaq 100 9,21      –      –      –
Satrix S&P 500 10.97      –      –      –
STANLIB MSCI World Index 8,73      –      –      –
STANLIB S&P 500 Index 11,11      –      –      –
STANLIB S&P 500 Info Tech Index 15,72      –      –      –
Sygnia Itrix 4th Indusial Revolution 5.84      –      –      –
Sygnia Itrix Eurostoxx50 5.70 10.49 7.33 8.73
Sygnia Itrix FTSE100 2.14 7.45 5.98 11.65
Sygnia Itrix MSCI Japan 1.97 9.03 11.87 12,65
Sygnia Itrix MSCI US Index 11.33 16.64 16.75 20.20
Sygnia Itrix MSCI World Index 9.10 14.07 13.67 16.37
Sygnia Itrix S&P 500 10.41      –      –      –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond 14,65      –      –
Stanlib Global Government Bond Index 16,02      –      –      –
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA 21,19      –      –      –
CoreShares S&P Global Property 20.35      –      –      –
Stanlib Global REIT Index 18,81      –      –      –
Sygnia Itrix Global Property 18.91      –      –      –
  • 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.