Performance as at 30 September 2020

TAX FREE SAVINGS ACCOUNTS 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 1.02 2.08 3.59 *
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 25.74 19.82 * *
Satrix 40 3.40 2.48 4.43 9.61
Satrix MSCI World Equity 21.63 15.33 * *

 

  • 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.