Performance

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%

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%