Performance as at 31 March 2020

(Investment returns are provided on a quarterly basis)

 

 

GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 20.59      –      –      –
Cloud Atlas AMI Big50 ex-SA -9.26 -0.14      –      –
CoreShares S&P 500 28.30 20.39      –      –
Satrix MSCI Emerging Marks 12.77      –      –      –
Satrix MSCI World Equity 22.93      –      –      –
Satrix Nasdaq 100 49.66      –      –      –
Satrix S&P 500 33.45      –      –      –
STANLIB MSCI World Index 24.10      –      –      –
STANLIB S&P 500 Index 30.34      –      –      –
STANLIB S&P 500 Info Tech Index 53.60      –      –      –
Sygnia Itrix 4th Indusial Revolution 28.01      –      –      –
Sygnia Itrix Eurostoxx50 7.76 8.26 8.40 13.70
Sygnia Itrix FTSE100 3.71 10.04 8.13 15.34
Sygnia Itrix MSCI Japan 23.39 14.32 12.20 15.18
Sygnia Itrix MSCI US Index 28.60 21.12 18.65 22.59
Sygnia Itrix MSCI World Index 23.53 17.87 15.59 19.59
Sygnia Itrix S&P 500 28.50      –      –      –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond 37.31      –      –      –
Stanlib Global Government Bond Index 40.67      –      –      –
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 10.63 10.54      –      –
Stanlib Global REIT Index 3.20      –      –      –
Sygnia Itrix Global Property 11.13      –      –      –

 

  • 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.