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 a number of funds that try to outperform the market.
Performance as of 31 August 2021
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 |
9 YEAR |
FROM INCEPTION |
| DISCRETIONARY SAVINGS PORTFOLIO OFFERINGS | ||||||||||
| Conservative | 4.04 | 5.20 | 5.81 | 3.26 | 5.67 | 5.84 | – | – | – | 5.70 |
| Cautious | 5.68 | 8.10 | 7.49 | 3.69 | 5.68 | 5.96 | 5.89 | 6.95 | 6.47 | 7.01 |
| Moderate | 5.30 | 6.23 | 6.42 | 3.28 | 5.15 | 5.66 | 6.12 | 7.58 | 7.07 | 7.78 |
| Growth | 4.98 | 8.84 | 7.52 | 3.63 | 6.54 | 6.54 | 6.40 | 7.90 | 8.09 | 8.46 |
| International | 3.20 | 12.08 | 12.28 | 6.65 | 10.37 | 10.21 | 10.14 | 11.20 | 10.35 | 10.83 |
| REGULATION 28 PORTFOLIO OFFERINGS | ||||||||||
| Conservative | 4.01 | 5.41 | 5.49 | 2.84 | 4.66 | 4.76 | 5.81 | – | – | 7.17 |
| Cautious | 8.38 | 7.26 | 6.59 | 2.93 | 4.73 | 5.11 | 5.78 | 6.22 | – | 5.81 |
| Moderate | 7.94 | 7.50 | 6.20 | 2.73 | 4.21 | 5.06 | 5.60 | 6.71 | – | 5.74 |
| Growth | 7.89 | 8.20 | 6.27 | 2.77 | 5.09 | 5.51 | 6.05 | 7.40 | – | 6.20 |
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 & IRESS.