Performance

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%

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%