Performance as at 31 December 2019

(Investment returns are provided on a quarterly basis)

 

TAX FREE SAVINGS ACCOUNTS 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 5.84 4.70 4.28
Ashburton Top 40 12.27 8.25 5.95 10.34
CoreShares SA Property Income      –      –      –      –
CoreShares S&P 500 27.35 14.90      –      –
Satrix 40 9.11 7.06 5.18 10.12
Satrix MSCI World Equity 23.46      –      –      –
  • 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.