Itransact | Performance | Multi Manager Performance

Multi Manager Performance

Our multi-manager index fund portfolios comprise out of a risk adjusted blend of the most efficient index funds from leading index fund managers such as Satrix, Sygnia, Absa, Stanlib, Ashburton, Coreshares and Cloud Atlas.

Performance as at 31 January 2018. Unless indicated, all returns greater than 1 year are annualised.

DISCRETIONARY 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR  6 YEAR  7 YEAR 
Conservative 4.84 6.16 4.92 5.52      –      –      –
Cautious 0.15 3.04 3.64 4.73 5.75 5.19      –
Moderate -2.24 3.49 4.04 5.60 7.00 6.61 8.15
Growth -8.40 3.25 3.80 5.18 5.60 6.47      –
International 3.72 7.72 6.80 7.97 8.85      –      –
REGULATION 28 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR  6 YEAR  7 YEAR 
Conservative 5.64 5.94      –      –      –      –      –
Cautious -3.21 1.49 2.99 4.74 5.63 5.31      –
Moderate -6.83 1.12 1.82 4.59 6.19 5.18      –
Growth -8.46 2.79 2.92 5.11 6.71      –      –
The performance shown is net of all the manager’s total expenses and fees for managing the portfolios and is net of all the expenses and fees of underlying ETFs or securities (where applicable). Data provided by IRESS and references the publishing date of the corresponding portfolio/fund fact sheet. Total Investment Charges (TIC) are the sum of the portfolio/fund Total Expense Ratio(TER) and transaction costs which includes investment management fees, brokerage fees, settlement costs, statutory costs and value added tax.