Performance as at 31 August 2020
| GLOBAL EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Ashburton Global 1200 Equity | 25.77 | – | – | – |
| Cloud Atlas AMI Big50 ex-SA | -19.52 | -6.79 | – | – |
| CoreShares S&P 500 | 31.02 | 23.22 | – | – |
| Satrix MSCI Emerging Marks | 32.43 | 12.81 | – | – |
| Satrix MSCI World Equity | 30.17 | 19.65 | – | – |
| Satrix Nasdaq 100 | 75.76 | – | – | – |
| Satrix S&P 500 | 39.87 | 25.63 | – | – |
| STANLIB MSCI World Index | 27.22 | – | – | – |
| STANLIB S&P 500 Index | 32.23 | – | – | – |
| STANLIB S&P 500 Info Tech Index | 69.89 | – | – | – |
| Sygnia Itrix 4th Indusial Revolution | 44.67 | – | – | – |
| Sygnia Itrix Eurostoxx50 | 16.26 | 10.31 | 10.47 | 15.57 |
| Sygnia Itrix FTSE100 | 2.00 | 7.97 | 6.97 | 15.15 |
| Sygnia Itrix MSCI Japan | 19.77 | 13.20 | 11.10 | 16.11 |
| Sygnia Itrix MSCI US Index | 34.34 | 24.40 | 20.13 | 25.17 |
| Sygnia Itrix MSCI World Index | 27.69 | 19.88 | 16.89 | 21.52 |
| Sygnia Itrix S&P 500 | 33.21 | – | – | – |
| GLOBAL FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Ashburton World Government Bond | 15.64 | – | – | – |
| Stanlib Global Government Bond Index | 16.71 | – | – | – |
| GLOBAL REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Cloud Atlas AMI Real Estate ex-SA | -39.64 | – | – | – |
| CoreShares S&P Global Property | 0.56 | 8.49 | – | – |
| Stanlib Global REIT Index | -8.99 | – | – | – |
| Sygnia Itrix Global Property | 1.37 | – | – | – |
- 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.