Performance
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Funds SA has consistently delivered strong investment returns for our clients over the past decade.
Performance for periods ending 30 September 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 | 0.4% | 0.4% | 1.9% | 1.9% | 2.1% | 2.3% | 3.0% | |
| Capital Defensive | 1.2% | 1.2% | 6.2% | 5.0% | 5.0% | 5.2% | 6.2% | |
| Conservative | 1.4% | 1.4% | 7.0% | 6.5% | 6.2% | 6.8% | 7.2% | |
| Moderate | 1.6% | 1.6% | 7.6% | 7.7% | 7.3% | 8.2% | 7.8% | |
| Balanced | 1.9% | 1.9% | 8.0% | 9.1% | 8.5% | 9.6% | 8.8% | |
| Growth | 1.9% | 1.9% | 7.8% | 9.8% | 9.1% | 10.3% | 9.1% | |
| High Growth | 1.9% | 1.9% | 7.6% | 10.8% | 9.9% | 11.4% | 9.6% | |
| Socially Responsible | 2.4% | 2.4% | 7.4% | 8.8% | 7.4% | 9.3% | 7.5% | |
| * 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 | 0.4% | 0.4% | 1.9% | 1.9% | 2.1% | 2.3% | 3.0% | |
| Capital Defensive | 1.2% | 1.2% | 6.0% | 4.8% | 4.7% | 4.9% | 5.9% | |
| Conservative | 1.4% | 1.4% | 6.6% | 6.2% | 5.9% | 6.4% | 6.9% | |
| Moderate | 1.7% | 1.7% | 7.3% | 7.4% | 7.0% | 7.8% | 7.5% | |
| Balanced | 1.9% | 1.9% | 7.8% | 8.7% | 8.2% | 9.1% | 8.3% | |
| Growth | 1.9% | 1.9% | 7.7% | 9.5% | 8.8% | 9.8% | 8.7% | |
| High Growth | 2.0% | 2.0% | 7.7% | 10.5% | 9.6% | 11.0% | 9.2% | |
| Socially Responsible | 2.4% | 2.4% | 7.4% | 8.8% | 7.4% | 9.3% | 7.5% | |
| * Investment strategies prepared for tax paying investors. Returns gross of tax. | ||||||||