Performance as at 30 June 2025
| TAX FREE SAVINGS FUND | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 10X S&P 500 ETF | 10.33 | 22.83 | 17.06 | – | Global Equity General |
| 10X S&P Global Dividend Aristocrats ETF | 7.12 | 12.28 | 9.91 | – | Global Equity General |
| 10X S&P Global Property ETF | 7.60 | 8.80 | 6.97 | – | Global Real Estate General |
| 10X SA Property Income ETF | 28.11 | 24.70 | 20.89 | – | Real Estate General |
| 10X Total World Stock Tracker Feeder | 12.79 | 20.52 | – | – | Global Equity General |
| 10X Yield Selected Bond ETF | 20.49 | 16.29 | 21.60 | 12.85 | Not Yet Assigned |
| 10X Top 50 ETF | 21.75 | 16.20 | 16.54 | 10.30 | Equity General |
| FNB MidCap ETF | 19.39 | 14.07 | 15.22 | 6.63 | Equity Mid & Small Cap |
| FNB Top40 ETF | 25.19 | 17.76 | 15.96 | 10.15 | Equity Large Cap |
| FNB Global 1200 ETF | 12.41 | 20.69 | 14.52 | – | Not Yet Assigned |
| FNB Government Inflation Linked Bond ETF | 7.05 | 5.40 | 8.12 | 4.72 | Int Bearing Variable Term |
| FNB World Government Bond ETF | 5.24 | 4.05 | -2.76 | – | Global Interest Bearing Variable Term |
| Satrix DIVI ETF | 7.20 | 2.86 | 13.04 | 7.74 | Equity General |
| Satrix Global Aggregate Bond Feeder | 5.39 | – | – | – | Not Yet Assigned |
| Satrix GOVI ETF | 17.98 | 12.99 | 10.49 | 8.74 | Int Bearing Variable Term |
| Satrix ILBI ETF | 7.13 | 7.19 | 9.49 | – | Not Yet Assigned |
| Satrix Low Volatility ETF | 18.23 | 13.39 | 10.63 | – | Equity General |
| Satrix MSCI China Feeder ETF | 29.56 | 5.44 | – | – | Global Equity General |
| Satrix MSCI EM ESG Enhanced Feeder ETF | 14.62 | – | – | – | Not Yet Assigned |
| Satrix MSCI World ESG Enhanced Feed | 12.27 | 20.23 | – | – | Not Yet Assigned |
| Satrix MSCI World Equity Feeder ETF | 13.00 | 21.43 | 15.11 | – | Global Equity General |
| Satrix Property ETF | 27.71 | 19.24 | 16.10 | – | Real Estate General |
| Satrix Quality South Africa ETF | 17.68 | 14.56 | 11.45 | – | Equity General |
| Satrix S&P Namibia Bond ETF | 13.09 | 13.53 | 10.80 | – | Not Yet Assigned |
| Satrix SA Bond Portfolio ETF | 18.23 | 13.19 | 11.79 | – | Not Yet Assigned |
| Satrix Top 40 ETF | 26.41 | 18.14 | 16.16 | 10.20 | Equity Large Cap |
| Satrix Capped All Share ETF | 24.34 | 16.55 | – | – | Equity General |
| Satrix Capped INDI ETF | 26.96 | 21.31 | 15.11 | 9.04 | Equity Industrial |
| Satrix FINI ETF | 17.76 | 18.67 | 20.89 | 7.26 | Equity Financial |
| Satrix Global Infrastructure Feeder ETF | 13.08 | 8.27 | – | – | Equity General |
| Satrix Inclusion and Diversity ETF | 16.54 | 10.28 | – | – | Equity General |
| Satrix MSCI Emerging Markets Feeder ETF | 11.18 | 13.06 | 8.03 | – | Global Equity General |
| Satrix MSCI India Feeder ETF | -2.08 | 18.46 | – | – | Global Equity General |
| Satrix Nasdaq 100 ETF | 12.34 | 29.16 | 18.41 | – | Regional Equity General |
| Satrix RAFI 40 ETF | 19.61 | 14.77 | 18.34 | 10.00 | Equity General |
| Satrix RESI ETF | 29.67 | 9.76 | 13.34 | 11.31 | Equity Resources |
| Satrix S&P 500 Feeder ETF | 11.59 | 22.47 | 16.89 | – | Global Equity General |
| Satrix SWIX TOP 40 ETF | 24.81 | 15.53 | 13.15 | 7.61 | Equity Large Cap |
| Satrix Shariah Top 40 Index ETF | 21.07 | 8.37 | 11.64 | 6.65 | Equity Large Cap |
| Satrix TRACI 3 Month ETF | 9.90 | 8.95 | 6.86 | 6.89 | Int Bearing Money Market |
| Satrix Value Equity ETF | 19.64 | 14.23 | 19.11 | – | Equity General |
| 1NVEST Swix ETF | 93.25 | 35.48 | 25.22 | 15.01 | Not Yet Assigned |
| 1NVEST Global Government Bond Index Feeder ETF | 4.74 | 4.66 | -2.25 | – | Global Interest Bearing Variable Term |
| 1NVEST Global REIT Index Feeder ETF | 6.58 | 6.60 | 6.39 | – | Global Real Estate General |
| 1NVEST MSCI World Index Feeder ETF | 12.92 | 21.59 | 14.97 | – | Global Equity General |
| 1NVEST S&P 500 Index Feeder ETF | 11.53 | 22.58 | 16.70 | – | Regional Equity General |
| 1NVEST S&P 500 Info Tech Index Feeder ETF | 11.54 | 35.29 | 23.06 | – | Regional Equity General |
| 1NVEST SA Bond ETF | 18.07 | 13.49 | 12.20 | – | Int Bearing Variable Term |
| 1NVEST SA Property ETF | 22.94 | 18.93 | 16.47 | 3.83 | Real Estate General |
| 1NVEST Top 40 ETF | 24.94 | 17.56 | 15.76 | 10.40 | Equity Large Cap |
| Sygnia Itrix 4th Industrial Revolution | 19.57 | 14.95 | 9.42 | – | Global Equity General |
| Sygnia Itrix Eurostoxx50 ETF | 17.58 | 25.35 | 13.96 | 12.19 | Global Equity General |
| Sygnia Itrix FTSE100 ETF | 16.17 | 17.56 | 12.98 | 10.03 | Global Equity General |
| Sygnia Itrix Global Property ETF | 8.03 | 7.70 | 6.33 | – | Global Real Estate General |
| Sygnia Itrix MSCI Japan ETF | 9.79 | 17.04 | 8.33 | 9.72 | Global Equity General |
| Sygnia Itrix MSCI US Index ETF | 11.45 | 21.86 | 15.81 | 17.31 | Global Equity General |
| Sygnia Itrix S&P 500 ETF | 11.53 | 22.38 | 16.66 | – | Regional Equity General |
| Sygnia Itrix Top 40 ETF | 25.14 | 17.60 | 15.75 | – | Equity Large Cap |
| Sygnia Itrix Health Innovation ETF | -10.55 | 5.51 | – | – | Not Yet Assigned |
| Sygnia Itrix MSCI Emerging Markets | 16.07 | 15.09 | – | – | Not Yet Assigned |
| Sygnia Itrix MSCI World Index ETF | 12.46 | 20.86 | 14.52 | 15.25 | Global Equity General |
| Sygnia Itrix S&P Global 1200 ESG ETF | 9.55 | – | – | – | Not Yet Assigned |
- 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.