Performance as at 31 March 2025
| TAX FREE SAVINGS FUND | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 10X S&P 500 ETF | 3.42 | 16.83 | 18.24 | – | Global Equity General |
| 10X S&P Global Dividend Aristocrats ETF | 0.86 | 12.37 | 12.61 | – | Global Equity General |
| 10X S&P Global Property ETF | 3.50 | 7.51 | 8.56 | – | Global Real Estate General |
| 10X SA Property Income ETF | 22.16 | 15.00 | 21.86 | – | Real Estate General |
| 10X Total World Stock Tracker Feeder | 3.50 | 15.61 | – | – | Global Equity General |
| 10X Yield Selected Bond ETF | 23.68 | 13.93 | 23.86 | 12.75 | Not Yet Assigned |
| 10X Top 50 ETF | 22.13 | 8.57 | 19.36 | – | Equity General |
| FNB MidCap ETF | 18.81 | 5.68 | 16.30 | 4.98 | Equity Mid & Small Cap |
| FNB Top40 ETF | 22.54 | 9.41 | 18.71 | 9.16 | Equity Large Cap |
| FNB Global 1200 ETF | 3.97 | 15.76 | 16.06 | – | Not Yet Assigned |
| FNB Government Inflation Linked Bond ETF | 8.70 | 6.13 | 8.90 | 4.78 | Int Bearing Variable Term |
| FNB World Government Bond ETF | -1.20 | 4.08 | -3.17 | – | Global Interest Bearing Variable Term |
| Satrix DIVI ETF | 7.38 | -3.91 | 16.37 | 6.46 | Equity General |
| Satrix Global Aggregate Bond Feeder | -0.41 | – | – | – | Not Yet Assigned |
| Satrix GOVI ETF | 19.82 | 9.49 | 11.33 | 7.97 | Int Bearing Variable Term |
| Satrix ILBI ETF | 8.70 | 7.91 | 10.31 | – | Not Yet Assigned |
| Satrix Low Volatility ETF | 16.77 | 7.57 | 11.21 | – | Equity General |
| Satrix MSCI China Feeder ETF | 35.90 | 11.34 | – | – | Global Equity General |
| Satrix MSCI EM ESG Enhanced Feeder ETF | 6.20 | – | – | – | Not Yet Assigned |
| Satrix MSCI World ESG Enhanced Feed | 3.03 | 14.78 | – | – | Not Yet Assigned |
| Satrix MSCI World Equity Feeder ETF | 3.86 | 16.05 | 16.39 | – | Global Equity General |
| Satrix Multi Asset Passive Portfolios Solutions Growth ETF | 19.45 | 7.43 | 13.67 | 6.22 | Multi-asset High Equity |
| Satrix Multi Asset Passive Portfolios Solutions Protect ETF | 15.51 | 7.35 | 11.54 | 6.03 | Multi-asset Low Equity |
| Satrix Property ETF | 20.86 | 10.47 | 17.00 | – | Real Estate General |
| Satrix Quality South Africa ETF | 21.24 | 5.88 | 13.42 | – | Equity General |
| Satrix S&P Namibia Bond ETF | 20.91 | 12.97 | 13.32 | – | Not Yet Assigned |
| Satrix SA Bond Portfolio ETF | 20.12 | 9.62 | – | – | Not Yet Assigned |
| Satrix Top 40 ETF | 23.73 | 9.76 | 18.91 | 9.11 | Equity Large Cap |
| Satrix Capped All Share ETF | 21.06 | – | – | – | Equity General |
| Satrix Capped INDI ETF | 20.07 | 16.24 | 16.06 | 8.09 | Equity Industrial |
| Satrix FINI ETF | 27.69 | 9.54 | 21.62 | 6.19 | Equity Financial |
| Satrix Global Infrastructure Feeder ETF | 9.34 | – | – | – | Equity General |
| Satrix Inclusion and Diversity ETF | 19.61 | – | – | – | Equity General |
| Satrix MSCI Emerging Markets Feeder ETF | 3.69 | 9.35 | 9.09 | – | Global Equity General |
| Satrix MSCI India Feeder ETF | -1.74 | – | – | – | Global Equity General |
| Satrix Nasdaq 100 ETF | 2.76 | 18.12 | 20.25 | – | Regional Equity General |
| Satrix RAFI 40 ETF | 15.47 | 6.23 | 20.39 | 8.71 | Equity General |
| Satrix RESI ETF | 22.27 | -1.58 | 18.80 | 9.55 | Equity Resources |
| Satrix S&P 500 Feeder ETF | 4.68 | 17.24 | 18.31 | – | Global Equity General |
| Satrix SWIX TOP 40 ETF | 22.16 | 7.87 | 15.59 | 6.61 | Equity Large Cap |
| Satrix Shariah Top 40 Index ETF | 17.91 | -1.21 | 15.82 | 5.49 | Equity Large Cap |
| Satrix TRACI 3 Month ETF | 12.96 | 8.05 | 6.40 | 6.66 | Int Bearing Money Market |
| Satrix Value Equity ETF | 16.17 | 8.30 | 22.42 | – | Equity General |
| 1NVEST Global Government Bond Index Feeder ETF | -0.37 | 5.66 | -2.45 | – | Global Interest Bearing Variable Term |
| 1NVEST Global REIT Index Feeder ETF | 2.13 | 4.09 | 7.94 | – | Global Real Estate General |
| 1NVEST MSCI World Index Feeder ETF | 3.44 | 15.56 | 16.30 | – | Global Equity General |
| 1NVEST S&P 500 Index Feeder ETF | 4.28 | 16.57 | 18.15 | – | Regional Equity General |
| 1NVEST S&P 500 Info Tech Index Feeder ETF | 2.42 | 22.10 | 23.66 | – | Regional Equity General |
| 1NVEST SA Bond ETF | 19.87 | 9.92 | 13.33 | – | Int Bearing Variable Term |
| 1NVEST SA Property ETF | 19.32 | 11.20 | 17.94 | 1.14 | Real Estate General |
| 1NVEST Swix 40 ETF | 90.99 | 26.89 | 28.37 | 14.25 | Equity Large Cap |
| 1NVEST Top 40 ETF | 22.32 | 9.22 | 18.50 | 9.14 | Equity Large Cap |
| Sygnia Itrix Eurostoxx50 ETF | -1.18 | 5.87 | 12.38 | – | Global Equity General |
| Sygnia Itrix FTSE100 ETF | 2.04 | 20.14 | 15.76 | 11.35 | Global Equity General |
| Sygnia Itrix Global Property ETF | 9.78 | 15.23 | 12.95 | 10.14 | Global Real Estate General |
| Sygnia Itrix MSCI Japan ETF | 3.69 | 6.14 | 7.88 | – | Global Equity General |
| Sygnia Itrix S&P 500 ETF | -5.31 | 12.60 | 8.66 | 9.57 | Regional Equity General |
| Sygnia Itrix Top 40 ETF | 3.92 | 16.24 | 18.03 | 16.71 | Equity Large Cap |
| Sygnia Itrix 4th Industrial Revolution | 4.68 | 17.22 | 18.75 | – | Global Equity General |
| Sygnia Itrix MSCI Emerging Markets | 22.46 | 9.31 | 18.48 | – | Not Yet Assigned |
| Sygnia Itrix MSCI US Index ETF | -1.18 | 5.87 | 12.38 | – | Global Equity General |
| Sygnia Itrix MSCI World Index ETF | 2.04 | 20.14 | 15.76 | – | Global Equity General |
| Sygnia Itrix S&P Global 1200 ESG ETF | 3.39 | 15.53 | 16.26 | 14.65 | Not Yet Assigned |
| Sygnia Itrix Solactive Healthcare 150 ETF | 2.57 | – | – | – | Global Equity General |
- 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.