Performance as at 31 January 2021

GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 Equity 18.80 11.80
Cloud Atlas AMI Big50 ex-SA -32.70 -12.52
CoreShares S&P 500 16.26 19.63
Satrix MSCI Emerging Markets 31.34 12.96
Satrix MSCI World Equity 15.56 17.14
Satrix Nasdaq 100 44.26
Satrix S&P 500 19.19 21.11
1NVEST MSCI World Index 17.24
1NVEST S&P 500 Index 18.41
1NVEST S&P 500 Info Tech Index 37.10
Sygnia Itrix 4th Indusial Revolution 80.42
Sygnia Itrix Eurostoxx50 6.81 8.61 8.07 13.16
Sygnia Itrix FTSE100 -5.92 6.46 5.04 13.47
Sygnia Itrix MSCI Japan 14.65 12.15 9.33 15.06
Sygnia Itrix MSCI US Index 19.25 21.05 15.46 22.43
Sygnia Itrix MSCI World Index 15.53 17.50 13.18 19.19
Sygnia Itrix S&P 500 18.57 20.78
GLOBAL FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond 7.65
1NVEST Global Government Bond Index 7.42
GLOBAL REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA -16.03
CoreShares S&P Global Property -8.47 9.02
1NVEST Global REIT Index -11.31
Sygnia Itrix Global Property -7.54 8.74

 

  • 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.