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.