Performance as at 31 March 2020

(Investment returns are provided on a quarterly basis)

SA  EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Gold 68,65 22,65 16,73      –
Absa New Palladium 84,59 49,82 30,79      –
Absa New Plat 11,77 4,43 0,70      –
Investec SWIX -14,37 -3,74 5,78      –
Investec Top 40 19,62 10,57      –      –
Standard Bank Gold Linker 63,31 29,42 19,96      –
Standard Bank Palladium Linker 51,96 48,42 38,61      –
Standard Bank Platinum Linker 15,67 10,07 4,23      –
Standard Bank Silver Linker 27,25 15,86 8,66      –
SA  COMMODITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Wave Platinum 13,62 9,00 3,88      –
Absa New Wave Silver 16,90 12,77 7,32      –
FOREIGN EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Efficient Global Equity 20,71      –      –      –
FOREIGN CURRENCY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Wave EURO 34,40 15,26 9,88      –
Absa New Wave GBP 34,32 15,68 8,69      –
Absa New Wave USD 37,98 19,92 12,37      –

 

  • 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.