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 May 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 | 3.64 | 5.21 | 5.77 | 5.72 | 5.43 | 5.83 | – | – | – | 5.72 |
| Cautious | 5.58 | 7.34 | 7.11 | 6.14 | 5.07 | 5.78 | 6.13 | 5.82 | 7.1 | 6.96 |
| Moderate | 5.81 | 5.63 | 6.3 | 5.39 | 4.1 | 5.45 | 6.45 | 6.46 | 8.01 | 7.72 |
| Growth | 4.53 | 7.89 | 7.18 | 6.07 | 4.64 | 6.01 | 6.58 | 7.27 | 9.07 | 8.35 |
| International | 2.19 | 10.66 | 12.04 | 10.86 | 8.67 | 9.72 | 10.23 | 9.84 | 11.19 | 10.66 |
| REGULATION 28 PORTFOLIO OFFERINGS | ||||||||||
| Conservative | 4.02 | 5.68 | 5.81 | 5.19 | 3.82 | 5.13 | 6.38 | – | – | 7.23 |
| Cautious | 6.23 | 6.22 | 5.74 | 4.59 | 3.97 | 4.9 | 5.63 | – | – | 5.68 |
| Moderate | 7.14 | 6.62 | 5.84 | 4.28 | 3.17 | 5.07 | 6.18 | – | – | 5.82 |
| Growth | 6.7 | 7.44 | 5.88 | 4.6 | 3.65 | 5.45 | 6.65 | 6.71 | – | 6.29 |
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.