Performance

Performance for periods ending 30 September 2017

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% 0.5% 1.9% 2.2% 2.5% 3.2% 3.8%
Capital Defensive 31 Aug 04 0.9% 0.9% 4.4% 4.7% 5.2% 6.1% 5.3%
Conservative 30 Jun 99 1.3% 1.3% 6.3% 6.0% 6.9% 7.2% 5.2%
Moderate 30 Jun 06 1.6% 1.6% 7.9% 7.1% 8.4% 8.0% 5.0%
Balanced 30 Jun 95 2.0% 2.0% 9.8% 8.3% 9.9% 9.0% 4.9%
Growth 30 Jun 95 2.2% 2.2% 11.1% 9.0% 10.8% 9.6% 4.8%
High Growth 30 Jun 99 2.5% 2.5% 12.8% 9.8% 12.1% 10.2% 4.7%
Socially Responsible 2 Mar 09 1.6% 1.6% 8.1% 6.3% 9.4% 7.9%

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% 0.5% 1.9% 2.2% 2.5% 3.2% 3.8%
Capital Defensive 31 Mar 05 0.9% 0.9% 4.1% 4.5% 4.8% 5.7% 5.0%
Conservative 31 Mar 05 1.2% 1.2% 6.1% 5.7% 6.5% 6.8% 4.8%
Moderate 30 Jun 06 1.5% 1.5% 7.6% 6.8% 7.9% 7.5% 4.6%
Balanced 31 Mar 05 1.8% 1.8% 9.3% 7.9% 9.3% 8.5% 4.4%
Growth 31 Mar 05 2.1% 2.1% 10.5% 8.6% 10.2% 9.0% 4.3%
High Growth 31 Mar 05 2.4% 2.4% 12.1% 9.5% 11.5% 9.7% 4.2%
Socially Responsible 2 Mar 09 1.6% 1.6% 8.1% 6.3% 9.4% 7.9%