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Performance

Funds SA has consistently delivered strong investment returns for our clients over the past decade.

Performance for periods ending 29 February 2020

Funds SA Investment Options - Tax exempt* (net of fees)

Inception date 3 Mth Financial
Year to date
1 Yr 3 Yrs 5 Yrs 7 Yrs 10 Yrs
Cash 0.3% 0.8% 1.4% 1.8% 1.9% 2.2% 2.9%
Capital Defensive 0.2% 2.5% 5.9% 4.9% 4.2% 5.0% 6.0%
Conservative -0.4% 2.8% 6.8% 6.0% 5.1% 6.3% 7.0%
Moderate -0.8% 2.8% 7.3% 7.0% 5.9% 7.4% 7.7%
Balanced -1.3% 3.1% 8.1% 8.1% 6.9% 8.6% 8.7%
Growth -1.6% 3.0% 8.0% 8.5% 7.3% 9.2% 9.1%
High Growth -1.9% 3.2% 8.4% 9.3% 8.0% 10.0% 9.6%
Socially Responsible -1.5% 3.4% 8.8% 7.9% 5.5% 7.8% 7.6%
* Investment strategies prepared for tax exempt investors. No tax is subtracted from the investment returns of these funds.

Funds SA Investment Options - Taxable* (net of fees)

Inception date 3 Mth Financial
Year to date
1 Yr 3 Yrs 5 Yrs 7 Yrs 10 Yrs
Cash 0.3% 0.8% 1.4% 1.8% 1.9% 2.2% 2.9%
Capital Defensive 0.1% 2.3% 5.4% 4.6% 3.9% 4.7% 5.7%
Conservative -0.4% 2.6% 6.3% 5.7% 4.8% 5.9% 6.7%
Moderate -0.8% 2.8% 7.1% 6.7% 5.7% 7.0% 7.3%
Balanced -1.3% 3.0% 7.8% 7.7% 6.5% 8.1% 8.2%
Growth -1.6% 3.0% 7.9% 8.2% 7.0% 8.7% 8.6%
High Growth -2.1% 3.1% 8.2% 8.9% 7.6% 9.6% 9.2%
Socially Responsible -1.5% 3.4% 8.8% 7.9% 5.5% 7.8% 7.6%
* Investment strategies prepared for tax paying investors. Returns gross of tax.