Performance as at 30 June  2021

TAX FREE SAVINGS FUND 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 14.15 5.59 5.02 7.74
Ashburton Top 40 22.98 8.35 8.93 10.83
CoreShares SA Property Income 25.88
CoreShares S&P 500 15.84 18.89
Satrix 40 22.81 8.05 8.25 10.87
Satrix MSCI World Equity 14.85 16.35

 

  • 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.