Performance as at 31 March 2019

  • Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis. 
  • 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.
TAX FREE SAVINGS ACCOUNTS 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds MAPPS  Protect 0.67 4.19 5.46      –
Ashburton  Top40 6.08 5.78 6.06 13.44
CoreShares Propax SAPY -6.29 -4.24 5.61 11.63
CoreShares S&P 500 34.62      –      –      –
Satrix 40 7.43 6.06 6.41 13.78
Satrix MSCI World Equity 26.52      –      –      –