Performance as at 30 September 2021

TAX FREE SAVINGS FUND 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 14.37 6.24 5.03 7.88
Ashburton Top 40 20.16 8.74 8.24 11.48
CoreShares SA Property Income 62.86
CoreShares S&P 500 18.24 18.13
Satrix 40 20.12 8.46 7.97 11.52
Satrix MSCI World Equity 15.88 15.36

 

  • 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.