Performance as at 31 December 2019
(Investment returns are provided on a quarterly basis)
| TAX FREE SAVINGS ACCOUNTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
| Absa New Funds MAPPS Protect | 5.84 | 4.70 | 4.28 | |
| Ashburton Top 40 | 12.27 | 8.25 | 5.95 | 10.34 |
| CoreShares SA Property Income | – | – | – | – |
| CoreShares S&P 500 | 27.35 | 14.90 | – | – |
| Satrix 40 | 9.11 | 7.06 | 5.18 | 10.12 |
| Satrix MSCI World Equity | 23.46 | – | – | – |
- 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.