Performance
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Performance for periods ending 30 November 2018
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% | 0.9% | 2.0% | 2.0% | 2.2% | 2.6% | 3.2% | |
| Capital Defensive | 31 Aug 04 | -0.8% | -0.0% | 1.8% | 4.1% | 4.6% | 5.3% | 6.3% | |
| Conservative | 30 Jun 99 | -1.9% | -0.7% | 1.8% | 5.1% | 5.6% | 6.8% | 7.5% | |
| Moderate | 30 Jun 06 | -2.5% | -0.9% | 2.2% | 6.2% | 6.6% | 8.1% | 8.2% | |
| Balanced | 30 Jun 95 | -3.3% | -1.4% | 2.4% | 7.3% | 7.6% | 9.3% | 9.0% | |
| Growth | 30 Jun 95 | -3.7% | -1.6% | 2.7% | 8.0% | 8.2% | 10.1% | 9.4% | |
| High Growth | 30 Jun 99 | -4.7% | -2.1% | 2.7% | 8.8% | 8.8% | 11.1% | 10.1% | |
| Socially Responsible | 2 Mar 09 | -4.7% | -1.9% | 1.7% | 5.3% | 6.1% | 8.9% | ||
| * 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% | 0.9% | 2.0% | 2.0% | 2.2% | 2.6% | 3.2% | |
| Capital Defensive | 31 Mar 05 | -0.9% | -0.1% | 1.5% | 3.9% | 4.3% | 4.9% | 6.0% | |
| Conservative | 31 Mar 05 | -1.9% | -0.8% | 1.4% | 4.8% | 5.3% | 6.4% | 7.2% | |
| Moderate | 30 Jun 06 | -2.5% | -1.0% | 1.9% | 5.9% | 6.3% | 7.6% | 7.9% | |
| Balanced | 31 Mar 05 | -3.3% | -1.4% | 2.1% | 7.0% | 7.2% | 8.8% | 8.6% | |
| Growth | 31 Mar 05 | -3.7% | -1.6% | 2.4% | 7.7% | 7.8% | 9.6% | 9.1% | |
| High Growth | 31 Mar 05 | -4.6% | -2.1% | 2.5% | 8.4% | 8.4% | 10.6% | 9.8% | |
| Socially Responsible | 2 Mar 09 | -4.7% | -1.9% | 1.7% | 5.3% | 6.1% | 8.9% | ||
| * Investment strategies prepared for tax paying investors. Returns gross of tax. | |||||||||
