Performance as at 30 April 2022
| TAX FREE SAVINGS FUND | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| Absa New Funds MAPPS Protect | 7.40 | 6.10 | 5.92 | 7.43 | Multi-asset Low Equity |
| Ashburton Top 40 | 11.84 | 11.36 | 10.19 | 11.19 | Equity Large Cap |
| CoreShares SA Property Income | 15.73 | – | – | – | Real Estate General |
| CoreShares S&P 500 | 11.67 | 17.94 | 17.41 | – | Global Equity General |
| Satrix 40 | 11.88 | 11.09 | 10.01 | 11.25 | Equity Large Cap |
| Satrix MSCI World Equity | 5.24 | 14.11 | – | – | Global Equity General |
- 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.