Performance as at 31 May 2020

 

GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 26.68      –      –      –
Cloud Atlas AMI Big50 ex-SA -10.27 -1.08      –      –
CoreShares S&P 500 33.07 20.02      –      –
Satrix MSCI Emerging Marks 15.17      –      –      –
Satrix MSCI World Equity 27.85      –      –      –
Satrix Nasdaq 100 59.66      –      –      –
Satrix S&P 500 33.45      –      –      –
STANLIB MSCI World Index 27.12      –      –      –
STANLIB S&P 500 Index 32.89      –      –      –
STANLIB S&P 500 Info Tech Index 62.39      –      –      –
Sygnia Itrix 4th Indusial Revolution 38.82      –      –      –
Sygnia Itrix Eurostoxx50 15.20 8.00 9.14 15.08
Sygnia Itrix FTSE100 5.63 7.91 7.09 16.04
Sygnia Itrix MSCI Japan 28.62 14.54 11.60 15.91
Sygnia Itrix MSCI US Index 36.44 21.55 18.54 23.35
Sygnia Itrix MSCI World Index 29.70 17.83 15.51 20.47
Sygnia Itrix S&P 500 35.85      –      –      –
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond 27.39      –      –      –
Stanlib Global Government Bond Index 28.42      –      –      –
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA -29.97      –      –      –
CoreShares S&P Global Property 4.09 8.71      –      –
Stanlib Global REIT Index -2.98      –      –      –
Sygnia Itrix Global Property 4.36      –      –      –

 

  • 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.