Performance as at 31 January 2019

The performance shown is annualised and net of the manager’s total expenses and fees. Data provided by Profile Data, FE Analytics.

“-” denotes no performance data available. If this occurs in year 1 it means the fund is younger than 12 months.

SA GENERAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa New Funds SWIX 40 -8.86 4.35 6.29      –
Absa New Funds S&P GIVI SA Top 50 -7.77 -4.12 0.16 9.53
Ashburton MidCap -8.04 6.38 7.09      –
Ashburton Top 40 -6.01 5.74 6.33 12.90
CoreShares Top 50 -3.67 7.85      –      –
Satrix 40 -3.95 10.92 5.90 13.00
Satrix SWIX TOP 40 -8.06 4.74 7.03 13.53
Stanlib Swix 40 -8.93 4.99 6.82      –
Stanlib Top 40 -6.13 5.89 6.26      –
Sygnia Itrix SWIX 40 -7.73      –      –      –
Sygnia Itrix Top 40 -4.95      –      –      –
SA SECTOR 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds S&P GIVI SA Financial -5.88 -5.10 2.36      –
Absa NewFunds S&P GIVI SA Industrial -22.51 -10.96 0.33      –
Absa NewFunds S&P GIVI SA Resource 12.95 14.80 8.20      –
Satrix Capped INDI -17.65 -1.21 6.36 17.21
Satrix FINI 6.80 11.35 13.32 17.15
Satrix RESI 21.08 25.10 -0.71 4.52
SA STYLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds Value      –      –      –      –
Absa NewFunds Equity Momentum -6.53 4.86 5.84      –
Absa NewFunds Low Volatility      –      –      –      –
Absa NewFunds MAPPS Growth -5.02 5.03 6.48      –
Absa NewFunds MAPPS Protect -0.28 5.02 6.40      –
Absa NewFunds NewSA -7.57 5.25 4.77 12.13
CoreShares Preftrax 21.84 9.58 6.27      –
CoreShares SA Dividend Aristocrats -11.06 5.91      –
CoreShares Equally Wheighted -9.18 2.07 3.22      –
Satrix Quality South Africa -4.58      –      –      –
Satrix RAFI 40 -3.95 10.92 5.90 13.00
Satrix DIVI Plus 1.07 16.55 9.16 14.21
Absa NewFunds Shariah Top 40 7.01 10.64 -0.48      –
SA REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
CoreShares PropTrax SAPY -9.99 2.46 9.23 12.53
CoreShares PropTrax Ten -9.41 2.39 10.86      –
Satrix Property -6.85      –
Stanlib Property -9.64 2.98 9.29      –
SA FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds Government Inflation (GOVI) 8.40 10.12 8.90      –
Absa NewFunds Inflation Linked Bond (ILBI ) 3.39 2.95 5.61      –
Ashburton Goverment Inflation (GOVI) 2.77 2.72 5.40      –
Satrix Inflation-Linked Bond (ILBI) 3.35      –      –      –
SA MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Absa NewFunds TRACI 6.83 7.07 6.58      –
FOREIGN EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton Global 1200 1.94      –      –      –
Cloud Atlas AMI Big50 ex-SA -5.87      –      –      –
CoreShares S&P 500 6.33      –      –      –
Satrix MSCI Emerging Markets -3.19      –      –      –
Satrix MSCI World 4.34      –      –      –
Satrix Nasdaq 100      –      –      –      –
Satrix S&P 500 9.48      –      –      –
Stanlib MSCI World      –      –      –      –
Stanlib S&P 500      –      –      –      –
Sygnia Itrix Eurostoxx50 -8.07 0.13 3.66 7.64
Sygnia Itrix FTSE100 -1.09 -0.34 3.73 10.48
Sygnia Itrix MSCI Japan -1.41 2.13 8.63 8.80
Sygnia Itrix MSCI US 7.96 6.87 13.82 16.80
Sygnia Itrix MSCI World 4.40 4.92 10.61 13.89
Sygnia Itrix S&P 500 9.51      –      –      –
FOREIGN STYLE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Coreshares Global Dividend Aristocrats      –      –      –      –
Stanlib S&P 500 Info Tech      –      –      –      –
Sygnia Itrix 4th Industrial Revolution      –      –      –      –
FOREIGN FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Ashburton World Government Bond      –      –      –      –
Stanlib Global Government Bond      –      –      –      –
Ashburton World Government Bond      –      –      –      –
FOREIGN REAL ESTATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cloud Atlas AMI Real Estate ex-SA      –      –      –      –
CoreShares S&P Global Property 17.68      –      –      –
Stanlib Global Property      –      –      –      –
Sygnia Itrix Global Property 18.13      –      –      –