Performance

Performance for periods ending 30 November 2017

Funds SA Multi Sector Funds - Tax exempt* (net of fees)

  Inception date 3 Mth Financial
Year to date
1 Yr 3 Yrs 5 Yrs 7 Yrs 10 Yrs
Cash 31 Mar 00 0.5% 0.8% 1.9% 2.2% 2.5% 3.1% 3.7%
Capital Defensive 31 Aug 04 2.0% 2.6% 6.5% 4.8% 5.4% 6.3% 5.4%
Conservative 30 Jun 99 3.0% 3.7% 8.9% 6.1% 7.2% 7.5% 5.4%
Moderate 30 Jun 06 3.7% 4.5% 11.0% 7.4% 8.7% 8.4% 5.4%
Balanced 30 Jun 95 4.6% 5.5% 13.3% 8.7% 10.3% 9.4% 5.3%
Growth 30 Jun 95 5.1% 6.1% 14.5% 9.5% 11.2% 10.0% 5.2%
High Growth 30 Jun 99 5.9% 7.0% 16.5% 10.5% 12.6% 10.7% 5.2%
Socially Responsible 2 Mar 09 5.4% 6.0% 12.6% 6.7% 9.8% 8.5%

Funds SA Multi Sector Funds - Taxable* (net of fees)

  Inception date 3 Mth Financial
Year to date
1 Yr 3 Yrs 5 Yrs 7 Yrs 10 Yrs
Cash 31 Mar 05 0.5% 0.8% 1.9% 2.2% 2.5% 3.1% 3.7%
Capital Defensive 31 Mar 05 1.9% 2.5% 6.2% 4.5% 5.0% 5.9% 5.1%
Conservative 31 Mar 05 2.9% 3.5% 8.6% 5.8% 6.8% 7.1% 5.0%
Moderate 30 Jun 06 3.6% 4.4% 10.6% 7.0% 8.2% 7.8% 5.0%
Balanced 31 Mar 05 4.4% 5.3% 12.7% 8.3% 9.7% 8.8% 4.8%
Growth 31 Mar 05 4.9% 5.8% 14.0% 9.1% 10.6% 9.4% 4.7%
High Growth 31 Mar 05 5.7% 6.7% 15.7% 10.1% 12.0% 10.1% 4.8%
Socially Responsible 2 Mar 09 5.4% 6.0% 12.6% 6.7% 9.8% 8.5%