Performance as at 31 December 2019

(Investment returns are provided on a quarterly basis)

 

GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 21.95      –      –      –
Cloud Atlas AMI Big50 ex-SA -15.11      –      –      –
CoreShares S&P 500 27.35 14.90      –      –
Satrix MSCI Emerging Marks 14.86      –      –      –
Satrix MSCI World Equity 23.46      –      –      –
Satrix Nasdaq 100 35.31      –      –      –
Satrix S&P 500 30.80      –      –      –
STANLIB MSCI World Index      –      –      –      –
STANLIB S&P 500 Index      –      –      –      –
STANLIB S&P 500 Info Tech Index      –      –      –      –
Sygnia Itrix 4th Indusial Revolution 32.23      –      –      –
Sygnia Itrix Eurostoxx50 21,24 9.88 8.54 8.95
Sygnia Itrix FTSE100 17.41 8.97 7.05 11.58
Sygnia Itrix MSCI Japan 15.55 9.02 11.36 12.71
Sygnia Itrix MSCI US Index 26.40 15.20 15.05 19.84
Sygnia Itrix MSCI World Index 23.39 13.30 12.85 16.25
Sygnia Itrix S&P 500 26.85      –      –      –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond      –      –      –      –
Stanlib Global Government Bond Index      –      –      –      –
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA -23.47      –      –      –
CoreShares S&P Global Property 13.91 7.89      –      –
Stanlib Global REIT Index      –      –      –      –
Sygnia Itrix Global Property 11.82      –      –      –
  • 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.