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.