Performance as at 31 December 2020
TAX FREE SAVINGS FUND | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
Absa New Funds MAPPS Protect | 5.32 | 2.46 | 3.72 | – |
Ashburton Top 40 | 9.09 | 2.26 | 5.30 | 9.88 |
CoreShares SA Property Income | -44.57 | – | – | – |
CoreShares S&P 500 | 21.31 | 16.96 | – | – |
Satrix 40 | 6.46 | 1.12 | 4.48 | 9.62 |
Satrix MSCI World Equity | 20.23 | 14.02 | – | – |
- 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.