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 May 2020
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 | 0.2% | 1.0% | 1.1% | 1.7% | 1.9% | 2.1% | 2.8% | |
| Capital Defensive | -1.8% | 0.7% | 2.1% | 3.6% | 3.7% | 4.6% | 5.6% | |
| Conservative | -2.7% | -0.0% | 1.9% | 4.2% | 4.4% | 5.6% | 6.6% | |
| Moderate | -3.9% | -1.2% | 1.0% | 4.6% | 4.9% | 6.5% | 7.2% | |
| Balanced | -4.3% | -1.4% | 1.3% | 5.3% | 5.7% | 7.5% | 8.1% | |
| Growth | -4.9% | -2.0% | 0.8% | 5.4% | 6.0% | 8.0% | 8.5% | |
| High Growth | -5.7% | -2.7% | 0.5% | 5.8% | 6.4% | 8.6% | 9.0% | |
| Socially Responsible | -5.6% | -2.4% | 0.5% | 4.6% | 4.1% | 6.5% | 7.1% | |
| * Investment strategies prepared for tax-exempt investors. No tax is subtracted from the investment returns of these investment options. | ||||||||
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 | 0.2% | 1.0% | 1.1% | 1.7% | 1.9% | 2.1% | 2.8% | |
| Capital Defensive | -2.1% | 0.2% | 1.4% | 3.3% | 3.4% | 4.2% | 5.2% | |
| Conservative | -3.1% | -0.6% | 1.0% | 3.8% | 4.0% | 5.2% | 6.2% | |
| Moderate | -4.1% | -1.4% | 0.7% | 4.3% | 4.6% | 6.1% | 6.8% | |
| Balanced | -4.5% | -1.6% | 0.9% | 4.9% | 5.3% | 7.1% | 7.6% | |
| Growth | -4.8% | -1.9% | 0.7% | 5.2% | 5.7% | 7.6% | 8.0% | |
| High Growth | -5.4% | -2.5% | 0.5% | 5.6% | 6.1% | 8.3% | 8.6% | |
| Socially Responsible | -5.6% | -2.4% | 0.5% | 4.6% | 4.1% | 6.5% | 7.1% | |
| * Investment strategies prepared for tax paying investors. Returns gross of tax. | ||||||||