Performance
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Funds SA has consistently delivered strong investment returns for our clients over the past decade.
Performance for periods ending 31 December 2019
Funds SA Investment Options - Tax exempt* (net of fees)
| Inception date | 3 Mth | Financial Year to date |
1 Yr | 3 Yrs | 5 Yrs | 7 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|---|---|
| Cash | 0.3% | 0.6% | 1.6% | 1.8% | 2.0% | 2.3% | 3.0% | |
| Capital Defensive | 1.0% | 2.2% | 7.9% | 5.1% | 4.7% | 5.2% | 6.1% | |
| Conservative | 1.6% | 3.1% | 10.8% | 6.5% | 6.0% | 6.7% | 7.2% | |
| Moderate | 2.0% | 3.6% | 12.6% | 7.7% | 7.1% | 8.1% | 7.8% | |
| Balanced | 2.5% | 4.4% | 14.9% | 9.0% | 8.2% | 9.4% | 8.7% | |
| Growth | 2.9% | 4.8% | 16.0% | 9.7% | 8.9% | 10.2% | 9.1% | |
| High Growth | 3.4% | 5.4% | 17.9% | 10.6% | 9.7% | 11.3% | 9.7% | |
| Socially Responsible | 2.4% | 4.8% | 17.1% | 8.7% | 7.0% | 9.0% | 7.5% | |
| * Investment strategies prepared for tax exempt investors. No tax is subtracted from the investment returns of these funds. | ||||||||
Funds SA Investment Options - Taxable* (net of fees)
| Inception date | 3 Mth | Financial Year to date |
1 Yr | 3 Yrs | 5 Yrs | 7 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|---|---|
| Cash | 0.3% | 0.6% | 1.6% | 1.8% | 2.0% | 2.3% | 3.0% | |
| Capital Defensive | 0.9% | 2.1% | 7.4% | 4.9% | 4.5% | 4.8% | 5.8% | |
| Conservative | 1.4% | 2.9% | 10.2% | 6.2% | 5.7% | 6.3% | 6.8% | |
| Moderate | 1.8% | 3.5% | 12.1% | 7.4% | 6.8% | 7.6% | 7.4% | |
| Balanced | 2.3% | 4.2% | 14.4% | 8.6% | 7.9% | 8.9% | 8.2% | |
| Growth | 2.7% | 4.7% | 15.5% | 9.3% | 8.6% | 9.7% | 8.7% | |
| High Growth | 3.2% | 5.3% | 17.7% | 10.3% | 9.4% | 10.8% | 9.3% | |
| Socially Responsible | 2.4% | 4.8% | 17.1% | 8.7% | 7.0% | 9.0% | 7.5% | |
| * Investment strategies prepared for tax paying investors. Returns gross of tax. | ||||||||