Performance as at 31 December 2019

(Investment returns are provided on a quarterly basis)

 

SA  COMMODITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Gold 33,20 6,80 9,90      –
Absa New Palladium 62,90 36,00 23,20      –
Absa New Plat 33,28 3,76 -0,19      –
Investec SWIX -14,37 -3,74 5,78      –
Investec Top 40 19,62 10,57      –      –
Standard Bank Gold Linker 25,65 10,12 7,77      –
Standard Bank Palladium Linker 85,51 51,34 31,46      –
Standard Bank Platinum Linker 31,78 3,26 -0,95      –
Standard Bank Silver Linker 22,64 2,78 3,14      –
Absa New Wave Platinum 33,28 3,76 -0,19      –
Absa New Wave Silver 22,71 4,12 4,48      –
GLOBAL EQUITY  1 YEAR 3 YEAR 5 YEAR 10 YEAR
Efficient Wealth Global Equity 20,71      –      –      –
GLOBAL CURRENCY (Returns by currency) 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Wave EURO 2,42 3,58 3,57      –
Absa New Wave GBP 5,92 4,32 1,61      –
Absa New Wave USD 6,96 3,86 5,52      –
  • 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.