Performance
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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. | ||||||||