Our managed index-tracking portfolios don’t try to beat the market; they are a reflection of the market. Because of their extremely low costs, they beat most other funds that try to outperform the market.

 

Performance as of 31 August 2020

Our range of low-cost managed portfolios consists of a blend of the most efficient index-tracking funds from leading South African and global index-tracker fund managers.

Annualised

Returns (%)

1

YEAR

2

YEAR

3

YEAR

4

YEAR

5

YEAR

6

YEAR 

7

YEAR 

8

YEAR

FROM 

INCEPTION

DISCRETIONARY SAVINGS PORTFOLIO OFFERINGS
Conservative 6.43 6.40 6.61 6.06 6.37 6.19
Cautious 13.19 8.47 8.40 6.90 7.10 6.97 7.89 7.24 7.78
Moderate 15.39 8.81 9.89 8.04 8.37 8.65 9.78 8.97 9.58
Growth 15.20

7.97

8.31 7.73 8.44 7.81 9.24 9.32 9.52
International 24.10 14.43 17.61 13.95 13.53 13.14 13.73 12.49 12.88
REGULATION 28 PORTFOLIO OFFERINGS
Conservative 6.51 5.03 5.54 4.89 5.71 6.44 7.74
Cautious 7.60 5.09 4.84 4.48 5.09 6.17 6.33 5.97
Moderate 11.06 5.35 5.15 4.45 5.68 6.57 7.49 6.40
Growth 11.01 4.58 4.73 4.99 6.26 6.91 8.22 6.75

Notes:

  • No data in a field means that the fund is younger than the annualised period in question. 
  • Performance is net of the fund and/or portfolio manager’s total fees and expenses.
  • Performance does not include the costs of administration. 
  • Data provided by Profile Data, FE Analytics and IRESS.