Performance
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Performance for periods ending 31 March 2019
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% | 1.5% | 2.0% | 2.0% | 2.2% | 2.5% | 3.1% | |
| Capital Defensive | 31 Aug 04 | 3.1% | 3.5% | 4.8% | 5.0% | 4.8% | 5.4% | 6.4% | |
| Conservative | 30 Jun 99 | 4.3% | 3.7% | 5.8% | 6.5% | 6.0% | 6.9% | 7.8% | |
| Moderate | 30 Jun 06 | 5.1% | 4.0% | 6.6% | 7.8% | 7.1% | 8.0% | 8.8% | |
| Balanced | 30 Jun 95 | 6.0% | 4.1% | 7.5% | 9.2% | 8.1% | 9.3% | 9.8% | |
| Growth | 30 Jun 95 | 6.5% | 4.1% | 7.9% | 10.0% | 8.7% | 10.0% | 10.3% | |
| High Growth | 30 Jun 99 | 7.5% | 4.0% | 8.5% | 11.1% | 9.4% | 10.9% | 11.2% | |
| Socially Responsible | 2 Mar 09 | 7.5% | 3.5% | 7.6% | 8.0% | 6.8% | 8.8% | 8.6% | |
| * Investment strategies prepared for tax exempt investors. No tax is subtracted from the investment returns of these funds. | |||||||||
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% | 1.5% | 2.0% | 2.0% | 2.2% | 2.5% | 3.1% | |
| Capital Defensive | 31 Mar 05 | 3.0% | 3.4% | 4.7% | 4.8% | 4.6% | 5.0% | 6.2% | |
| Conservative | 31 Mar 05 | 4.3% | 3.6% | 5.6% | 6.2% | 5.7% | 6.5% | 7.5% | |
| Moderate | 30 Jun 06 | 5.0% | 3.8% | 6.4% | 7.5% | 6.8% | 7.6% | 8.5% | |
| Balanced | 31 Mar 05 | 5.9% | 4.0% | 7.2% | 8.8% | 7.8% | 8.8% | 9.4% | |
| Growth | 31 Mar 05 | 6.4% | 4.0% | 7.6% | 9.6% | 8.4% | 9.5% | 10.0% | |
| High Growth | 31 Mar 05 | 7.3% | 3.9% | 8.3% | 10.7% | 9.1% | 10.5% | 11.0% | |
| Socially Responsible | 2 Mar 09 | 7.5% | 3.5% | 7.6% | 8.0% | 6.8% | 8.8% | 8.6% | |
| * Investment strategies prepared for tax paying investors. Returns gross of tax. | |||||||||
