Performance as at 30 October 2020
| GLOBAL EQUITY | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Ashburton Global 1200 Equity | 17.71 | 10.89 | – | – |
| Cloud Atlas AMI Big50 ex-SA | -30.61 | -16.08 | – | – |
| CoreShares S&P 500 | 16.06 | 14.48 | – | – |
| Satrix MSCI Emerging Markets | 18.14 | 6.35 | – | – |
| Satrix MSCI World Equity | 13.04 | 10.80 | – | – |
| Satrix Nasdaq 100 | 47.83 | – | – | – |
| Satrix S&P 500 | 21.00 | 15.84 | – | – |
| 1nvest MSCI World Index | 12.81 | – | – | – |
| 1nvest S&P 500 Index | 17.95 | – | – | – |
| 1nvest S&P 500 Info Tech Index | 44.10 | – | – | – |
| Sygnia Itrix 4th Indusial Revolution | 39.01 | – | – | – |
| Sygnia Itrix Eurostoxx50 | -6.19 | 0.02 | 5.51 | 12.44 |
| Sygnia Itrix FTSE100 | -14.94 | -0.44 | 3.12 | 12.97 |
| Sygnia Itrix MSCI Japan | 7.56 | 6.58 | 9.13 | 15.73 |
| Sygnia Itrix MSCI US Index | 19.23 | 15.80 | 15.87 | 23.25 |
| Sygnia Itrix MSCI World Index | 12.35 | 11.59 | 13.01 | 19.63 |
| Sygnia Itrix S&P 500 | 17.78 | 15.03 | – | – |
| GLOBAL FIXED INCOME | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Ashburton World Government Bond | 14.08 | – | – | – |
| 1nvest Global Government Bond Index | 16.15 | – | – | – |
| GLOBAL REAL ESTATE | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Cloud Atlas AMI Real Estate ex-SA | -25.74 | – | – | – |
| CoreShares S&P Global Property | -11.56 | 2.86 | – | – |
| 1nvest Global REIT Index | -20.17 | – | – | – |
| Sygnia Itrix Global Property | -9.74 | 3.64 | – | – |
- 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.