Performance as at 31 March 2020

(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 -5.91 1.64 2.08
Ashburton Top 40 -8.23 2.57 2.18 9.12
CoreShares SA Property Income -8,23 2.57 2.18 9.12
CoreShares S&P 500 28.30 20.39      –      –
Satrix 40 -9.99 1.90 1.63 9.01
Satrix MSCI World Equity 22.93      –      –      –

 

  • 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.