Performance as at 31 March 2019
- Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis.
- 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.
| TAX FREE SAVINGS ACCOUNTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 0.67 | 4.19 | 5.46 | – |
| Ashburton Top40 | 6.08 | 5.78 | 6.06 | 13.44 |
| CoreShares Propax SAPY | -6.29 | -4.24 | 5.61 | 11.63 |
| CoreShares S&P 500 | 34.62 | – | – | – |
| Satrix 40 | 7.43 | 6.06 | 6.41 | 13.78 |
| Satrix MSCI World Equity | 26.52 | – | – | – |