simplisiti asset management · south african equity market –resource companies-10.0% 0.0% 10.0%...
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South African Financial Markets
70
75
80
85
90
95
100
105
110
115
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
SA Equities SA Cash SA Bonds SA Property85
90
95
100
105
110
115
120
125
130
135
Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19
Past 36 months
SA Equities SA Cash SA Bonds SA Property
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
SA Cash 6.5% 7.0% 7.4% 7.3% 3.6% 1.8% 1.8% 0.6% 0.6% 0.6%
SA Bonds 7.8% 8.6% 9.8% 11.5% 7.6% 3.8% 3.7% 0.8% 0.6% 2.2%
SA Property 8.1% 5.6% -2.3% 0.8% 6.0% 1.5% 4.5% 3.2% -0.9% 2.2%
SA Equities 11.4% 5.8% 6.9% 4.4% 12.2% 8.0% 3.9% 4.2% -4.8% 4.8%
Performance, net of fees
South African Fixed Income Market
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
SA Short-dated 7.3% 8.2% 9.0% 10.9% 4.5% 1.8% 2.7% 0.9% 0.9% 0.9%
SA Long-dated 7.8% 8.4% 9.6% 10.4% 7.3% 3.9% 3.2% 0.7% 0.4% 2.1%
SA ILBs 5.9% 3.8% 1.7% 4.0% 3.2% 0.3% 2.9% 3.5% -0.7% 0.1%
SA Pref Shares 6.6% 7.1% 9.1% 19.7% 12.1% 6.3% 5.5% 2.5% 0.9% 2.0%
Performance, net of fees
85
90
95
100
105
110
115
120
125
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
SA Short-dated SA Long-dated SA ILBs SA Pref Shares
80
85
90
95
100
105
110
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months (Relative to SA Bonds)
SA Short-dated SA Long-dated SA ILBs SA Pref Shares
South African Listed Property Market
-70.0%-60.0%-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%
Rebosis Property Fund Limited
SA Corporate Real Estate Ltd.
Attacq Limited
Redefine Properties Ltd.
Hyprop Investments Limited
Emira Property Fund Ltd.
Octodec Investments Limited
Vukile Property Fund Limited
Growthpoint Properties Limited
Investec Property Fund Ltd.
Fortress REIT Ltd Class B
Resilient REIT Limited
Fortress REIT Ltd Class A
Intu Properties plc
RDI REIT PLC
Capital & Counties Properties PLC
Tradehold Limited
NEPI Rockcastle Plc
Past quarter
-100.0%-80.0%-60.0%-40.0%-20.0% 0.0% 20.0% 40.0% 60.0%
Rebosis Property Fund Limited
Hyprop Investments Limited
SA Corporate Real Estate Ltd.
Attacq Limited
Fortress REIT Ltd Class B
Redefine Properties Ltd.
Growthpoint Properties Limited
Octodec Investments Limited
Emira Property Fund Ltd.
Vukile Property Fund Limited
Investec Property Fund Ltd.
Resilient REIT Limited
Fortress REIT Ltd Class A
Intu Properties plc
RDI REIT PLC
Capital & Counties Properties PLC
Tradehold Limited
NEPI Rockcastle Plc
Past 12 months
South African Equity Market
75
80
85
90
95
100
105
110
115
120
125
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
Resources Industrials Financials
Large Cap Small Cap
60
70
80
90
100
110
120
130
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months (Relative to SA Equities)
Resources Industrials Financials Large Cap Small Cap
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
Resources 4.1% 0.8% 20.6% 21.2% 20.7% 17.8% 2.4% -2.0% -5.1% 10.2%
Industrials 13.2% 5.3% 1.8% -3.7% 11.7% 7.4% 4.0% 6.6% -6.0% 3.8%
Financials 12.3% 7.1% 6.2% 5.7% 5.0% -0.4% 5.4% 6.6% -2.3% 1.3%
Large cap 11.7% 5.6% 7.4% 4.6% 13.5% 8.5% 4.6% 4.6% -5.1% 5.4%
Small cap 8.4% 1.8% -2.8% -10.9% -1.6% -3.4% 1.8% 4.8% -2.7% -0.2%
Performance, net of fees
South African Equity Market – Resource companies
-10.0% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0%
Northam Platinum Limited
Assore Limited
Lonmin Plc
BHP Group Plc
Anglo American plc
Sibanye-Stillwater
Pan African Resources PLC
Exxaro Resources Limited
African Rainbow Minerals Limited
Anglo American Platinum Limited
Impala Platinum Holdings Limited
Kumba Iron Ore Limited
Harmony Gold Mining Co. Ltd.
AngloGold Ashanti Limited
Gold Fields Limited
Past quarter
0.0% 50.0% 100.0% 150.0% 200.0% 250.0% 300.0%
BHP Group Plc
Assore Limited
Anglo American plc
Pan African Resources PLC
Exxaro Resources Limited
Harmony Gold Mining Co. Ltd.
Gold Fields Limited
Northam Platinum Limited
African Rainbow Minerals Limited
Kumba Iron Ore Limited
Lonmin Plc
Sibanye-Stillwater
AngloGold Ashanti Limited
Anglo American Platinum Limited
Impala Platinum Holdings Limited
Past 12 months
South African Equity Market – Industrial companies
-80.0% -60.0% -40.0% -20.0% 0.0% 20.0%
Aspen Pharmacare Holdings Limited
Mediclinic International Plc
Sasol Limited
Shoprite Holdings Limited
British American Tobacco p.l.c.
Tiger Brands Limited
Mondi Limited
Woolworths Holdings Limited
Remgro Limited
Bidvest Group Limited
Steinhoff International Holdings NV
Naspers Limited Class N
MTN Group Limited
Bid Corporation Limited
Past 12 months
-40.0% -20.0% 0.0% 20.0% 40.0%
Steinhoff International Holdings NV
Sasol Limited
British American Tobacco p.l.c.
Tiger Brands Limited
Mediclinic International Plc
Bidvest Group Limited
Shoprite Holdings Limited
Mondi Limited
Remgro Limited
Naspers Limited Class N
Bid Corporation Limited
Woolworths Holdings Limited
Aspen Pharmacare Holdings Limited
MTN Group Limited
Past quarter
South African Equity Market – Financial companies
-30.0% -20.0% -10.0% 0.0% 10.0% 20.0% 30.0%
Brait S.E.
Reinet Investments S.C.A.
Nedbank Group Limited
Discovery Limited
Standard Bank Group Limited
Investec plc
Sanlam Limited
FirstRand Limited
RMB Holdings Limited
Absa Group Limited
Past quarter
-80.0% -60.0% -40.0% -20.0% 0.0% 20.0% 40.0%
Brait S.E.
Reinet Investments S.C.A.
Investec plc
Discovery Limited
Nedbank Group Limited
Standard Bank Group Limited
FirstRand Limited
Sanlam Limited
RMB Holdings Limited
Absa Group Limited
Past 12 months
Global Financial Markets
85
90
95
100
105
110
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
Global Cash Global Bonds Global Property Global Equity
85
95
105
115
125
135
145
Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19
Past 36 months
Global Cash Global Bonds Global Property Global Equity
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
Global Cash 0.6% 0.9% 1.4% 2.3% 1.2% 0.6% 0.6% 0.2% 0.2% 0.2%
Global Bonds 1.6% 1.2% 1.6% 5.8% 5.6% 2.2% 3.3% -0.3% 1.4% 2.2%
Global Property 4.2% 2.2% 2.4% 5.0% 13.0% 14.0% -0.9% -1.3% -1.3% 1.7%
Global Equity 11.2% 7.2% 12.4% 6.9% 17.4% 12.6% 4.2% 3.6% -5.7% 6.6%
$ Performance, net of fees
Global Property Market
80
85
90
95
100
105
110
115
120
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
US UK Europe Japan Asia-ex Japan
80
85
90
95
100
105
110
115
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months (Relative to Global Property)
US UK Europe Japan Asia-ex Japan
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
US 8.5% 7.4% 3.7% 10.3% 16.7% 15.9% 0.7% -0.3% -0.1% 1.1%
UK 6.2% -1.8% 2.4% -9.4% 9.0% 13.9% -4.2% 0.9% -6.3% 1.3%
Europe 8.8% 3.0% 5.5% -3.9% 8.9% 11.7% -2.5% -1.1% -0.8% -0.7%
Japan 6.8% 0.4% 3.9% 10.3% 11.4% 10.1% 1.2% -4.2% 4.2% 1.4%
Asia-ex Japan 10.2% 10.6% 17.7% 14.1% 18.5% 18.9% -0.3% -1.0% -6.1% 7.3%
$ Performance, net of fees
Global Equity Market
80
85
90
95
100
105
110
115
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
US UK Europe Japan Asia-ex Japan EM
80
85
90
95
100
105
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months (Relative to Global Equities)
US UK Europe Japan Asia-ex Japan EM
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
US 14.0% 10.6% 14.2% 10.2% 18.8% 13.9% 4.3% 4.0% -6.3% 7.0%
UK 4.9% -0.2% 7.0% -2.0% 13.0% 11.9% 0.9% 2.3% -6.0% 5.0%
Europe 7.9% 1.9% 9.8% 2.5% 16.5% 11.0% 4.9% 3.7% -5.3% 6.8%
Japan 7.9% 4.8% 8.4% -3.8% 8.0% 6.8% 1.0% 1.4% -4.0% 3.8%
Asia-ex Japan 7.3% 5.1% 11.8% -0.2% 10.8% 11.4% -0.6% 1.9% -8.5% 6.7%
EM 4.5% 2.9% 11.1% 1.6% 10.8% 10.0% 0.7% 2.1% -7.2% 6.3%
$ Performance, net of fees
Global Equity Market
-2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0%
Energy
Health care
Utilities
Consumer Staples
Telecommunications
Industrials
Materials
Consumer Discretionary
Information Technology
Financials
Past quarter
-15.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0%
Energy
Materials
Financials
Consumer Discretionary
Industrials
Consumer Staples
Health care
Information Technology
Utilities
Telecommunications
Past 12 months
Global Commodities Markets
0
20
40
60
80
100
120
140
160
180
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
Gold Platinum Brent Copper Coal Iron Ore
0
50
100
150
200
250
Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19
Past 36 months
Gold Platinum Brent Copper Coal Iron Ore
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
Gold -1.8% 1.2% 2.3% 12.7% 10.3% 1.1% 9.0% -0.8% 1.8% 8.0%
Platinum -7.6% -10.9% -6.5% -2.0% 5.0% 6.7% -1.6% 4.6% -10.8% 5.4%
Brent -5.4% -10.0% 10.2% -16.2% 23.7% 27.1% -2.7% 6.4% -11.4% 3.2%
Copper -3.6% -3.0% 7.4% -10.1% 0.1% 8.7% -7.9% -0.7% -10.3% 3.3%
Coal -4.7% -3.2% 2.1% -39.6% -34.7% -20.0% -18.4% -6.6% -7.2% -5.8%
Iron Ore -3.2% 3.0% 27.2% 68.5% 57.8% 24.8% 26.4% 8.0% 4.8% 11.7%
$ Performance
Exchange Rates
80
85
90
95
100
105
110
Jun-18 Sep-18 Dec-18 Mar-19 Jun-19
Past 12 months
USD / ZAR EUR / ZAR GBP / ZAR US Dollar Index
70
75
80
85
90
95
100
105
110
Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19
Past 36 months
USD / ZAR EUR / ZAR GBP / ZAR US Dollar Index
7 Years 5 Years 3 Years 1 Year YTD Q1 2019 Q2 2019 Q3 2019 Q4 2019 Apr 2019 May 2019 Jun 2019
USD / ZAR 8.1% 5.8% -1.3% 2.9% -2.0% 0.3% -2.2% -0.6% 1.5% -3.1%
EUR / ZAR 6.5% 2.0% -0.4% 0.3% -2.3% -1.5% -0.8% -0.8% 1.0% -1.0%
GBP / ZAR 4.9% -0.3% -2.9% -0.8% -2.0% 2.6% -4.5% -0.5% -1.8% -2.2%
US Dollar Index 2.4% 3.8% 0.1% 1.6% 0.0% 1.2% -1.2% 0.2% 0.3% -1.7%
$ Performance
Simplisiti BCI Income Plus
Mandate Description
The primary investment objective of the portfolio is to provide the investor with a high level of income and stable capital growth. The
recommended investment term is up to 1 year
Portfolio Characteristics
Inception date Peer Universe Benchmark Restrictions AUM TIC (incl VAT)
1 Sep 2011 Multi-Asset Income CPI +2% p.a. Regulation 28 R 89 121 057 1.58%
Simplisiti BCI Income Plus
Performance
5 Year Q Rank 3 Year Q Rank 1 Year Q Rank 3 month Q Rank
Simplisiti BCI Income Plus 7.3% 3 7.5% 3 8.3% 3 2.0% 3
South African MA Income 7.5% 8.0% 8.5% 2.2%
SA CPI +2% 7.0% 6.8% 6.5% 2.2%
Coronation Strategic Income A 13% 8.2% 2 8.5% 2 8.6% 2 2.3% 2
Prescient Income Provider A1 13% 9.0% 1 8.4% 2 8.7% 2 2.2% 2
BCI Income Plus C 73% 9.8% 1 9.9% 1 9.8% 1 2.2% 2
ZAR Cash 2% 7.2% 2 7.6% 2 7.5% 2 1.8% 3
FTSE/JSE All Share 5.8% 6.9% 4.4% 3.9%
FTSE/JSE SA Listed Property 5.6% -2.3% 0.8% 4.5%
Beassa ALBI 8.6% 9.9% 11.5% 3.7%
STeFI Composite 7.1% 7.4% 7.3% 1.8%
Simplisiti BCI Managed Protector
Mandate Description
The primary investment objective of the portfolio is to provide investors with a steady total return over the medium to long term. The
fund’s investment horizon is 3 years or longer.
Portfolio Characteristics
Inception date Peer Universe Benchmark Restrictions AUM TIC (incl VAT)
1 Sep 2011 SA MA High Equity CPI + 4% p.a. Regulation 28 R 384 293 305 1.96%
Simplisiti BCI Managed ProtectorPerformance vs Risk and Return objectives
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
Aug 2016 Feb 2017 Aug 2017 Feb 2018 Aug 2018 Feb 2019
Rolling 5 year Returns
(ASISA) South African MA High Equity Simplisiti Managed Protector
SA CPI +4%**
Performance, net of fees
Portfolio Peer Group SAA
Number of rolling 5 year periods 35 35 35
Number of periods where return > CPI + 4% 17 16 29
Success Rate 48.6% 45.7% 82.9%
Simplisiti BCI Managed Protector
(ASISA) South African MA High Equity
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 8.00%
Re
turn
Volatility
Past 5 years
Risk statistics, past 5 years
Portfolio Peer Group SAA
% Positive Months 58.3% 61.7% 63.3%
Maximum Drawdown -8.8% -7.5% -8.1%
Simplisiti BCI Managed ProtectorPerformance
5 Year Q Rank 3 Year Q Rank 1 Year Q Rank 6 month Q Rank 3 month Q Rank
Simplisiti BCI Managed Protector 4.7% 3 3.7% 3 2.9% 3 7.8% 2 1.9% 1
SA MA High Equity 4.9% 4.0% 3.2% 6.9% 1.1%
SA CPI +4% 9.0% 8.8% 8.5% 4.1% 2.7%
SA Equity 14% 4.5% 3.8% 7.3% 1.7%
Allan Gray SA Equity 3% 0 2.4% 3 -3.9% 4 2.5% 4 -3.0% 4
Ci Equity 5% 5.6% 1 4.5% 2 1.0% 2 9.5% 2 3.3% 1
Ci Engineered Equity Core 6% 3.7% 2 5.6% 1 10.5% 1 8.3% 2 2.9% 1
SA Property 7% 6.5% -2.8% -5.7% 2.2% 3.5%
Ci Property 7% 6.5% 1 -2.8% 3 -5.7% 4 2.2% 3 3.5% 2
SA Bonds 7.9% 9.3% 10.8% 7.3% 3.6%
Satrix Bond Index 4% 7.9% 4 9.3% 3 10.8% 2 7.3% 1 3.6% 2
SA Cash 5% 7.3% 7.8% 7.7% 3.8% 1.9%
Nedgroup Inv Core Income 1% 7.5% 8.1% 7.9% 3.9% 1.9%
ZAR Cash 3% 7.2% 7.6% 7.5% 3.7% 1.8%
SA Multi-Asset 21% 2.6% 1.5% 6.4% 0.5%
Ci Managed 21% 3.6% 2.6% 1.5% 6.4% 0.5%
Simplisiti BCI Managed ProtectorPerformance
Offshore Equity (ZAR) 20% 10.7% 6.7% 13.1% 0.4%
Polaris Global Value 2% 11.9% 2 9.8% 2 3.6% 3 11.6% 3 0.9% 3
iShares Core MSCI Emerging Markets ETF 5% 8.2% 1 8.7% 1 3.5% 1 7.9% 1 -1.8% 1
iShares Core MSCI World ETF USD Acc 6% 12.9% 1 10.5% 1 9.5% 1 14.7% 2 1.7% 2
iShares Edge MSCI Multifactor Intl ETF 5% 7.5% 2 0.6% 4 10.5% 2 -0.3% 4
Fundsmith Equity 2% 21.9% 1 16.1% 1 17.5% 1 21.4% 1 3.0% 1
Franklin Technology 1% 23.9% 1 23.8% 1 17.7% 1 25.0% 1 1.0% 2
Global Multi-Asset 7.3% 6.5% 5.6% 8.2% 3.1%
Prescient Balanced 30% 7.3% 1 6.5% 1 5.6% 1 8.2% 2 3.1% 1
SAA
SA Equity 35.0% 5.8% 6.9% 4.4% 12.2% 3.9%
SA Property 17.5% 7.4% -1.7% -3.4% 3.2% 2.4%
SA Bonds 10.0% 8.6% 9.9% 11.5% 7.7% 3.7%
SA Cash 7.5% 7.1% 7.4% 7.3% 3.6% 1.8%
Offshore Equity (ZAR) 30.0% 13.4% 11.0% 10.0% 15.1% 1.9%
Offshore Property (ZAR) 0.0% 12.3% 5.1% 12.2% 13.1% -1.9%
Offshore Bonds (ZAR) 0.0% 7.1% 0.3% 8.9% 3.5% 1.0%
Offshore Cash (ZAR) 0.0% 6.7% 0.1% 5.2% -0.8% -1.6%
Simplisiti BCI Flexible
Mandate Description
The primary investment objective of the portfolio is to maximise total returns over the medium to long term. The recommended
investment term is 5 years or more.
Portfolio Characteristics
Inception date Peer Universe Benchmark Restrictions AUM TIC (incl VAT)
1 Sep 2011Worldwide MA
FlexibleCPI + 6% p.a. None R 150 179 663 2.36%
Simplisiti BCI FlexiblePerformance vs Risk and Return objectives
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
18.0%
Aug 2016 Feb 2017 Aug 2017 Feb 2018 Aug 2018 Feb 2019
Rolling 5 year returns
(ASISA) Wwide MA Flexible Simplisiti BCI Flexible SA CPI +6%**
Performance, net of fees
Portfolio Peer Group SAA
Number of rolling 5 year periods 35 35 35
Number of periods where return > CPI + 6% 13 17 17
Success Rate 37.1% 48.6% 48.6%
Simplisiti BCI Flexible
(ASISA) Wwide MA Flexible
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
7.00%
8.00%
0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00%
Re
turn
Volatility
Past 5 years
Risk statistics, past 5 years
Portfolio Peer Group SAA
% Positive Months 51.7% 56.7% 58.3%
Maximum Drawdown -15.0% -10.9% -9.1%
Simplisiti BCI FlexiblePerformance
5 Year Q Rank* 3 Year Q Rank 1 Year Q Rank 6 month Q Rank 3 month Q Rank
Simplisiti BCI Flexible 5.0% 3 1.8% 4 1.0% 4 13.2% 1 1.2% 1
(ASISA) Wwide MA Flexible 6.7% 4.5% 3.5% 8.9% 0.4%
SA CPI +6% 11.0% 10.8% 10.5% 5.1% 3.1%
Global Flexible 8.8% 7.9% 7.9% 13.4% 1.6%
Centaur BCI Flexible A 5% 8.5% 1 7.7% 1 5.0% 2 8.9% 1 3.1% 1
Coronation Optimum Growth A 10% 9.6% 1 10.0% 1 12.5% 1 18.8% 1 1.6% 1
Bateleur Flexible Prescient A1 5% 7.2% 1 3.8% 2 1.0% 3 6.3% 3 0.0% 4
Global Equity 11.3% 7.6% 13.6% 0.5%
Polaris Global Value 7% 11.9% 2 9.8% 2 3.6% 3 11.6% 3 0.9% 3
iShares Core MSCI Emerging Markets ETF 20% 8.2% 1 8.7% 1 3.5% 1 7.9% 1 -1.8% 1
iShares Core MSCI World ETF USD Acc 23% 12.9% 1 10.5% 1 9.5% 1 14.7% 2 1.7% 2
iShares Edge MSCI Multifactor Intl ETF 12% 7.5% 2 0.6% 4 10.5% 2 -0.3% 4
Fundsmith Equity 8% 21.9% 1 16.1% 1 17.5% 1 21.4% 1 3.0% 1
Franklin Technology 8% 23.9% 1 23.8% 1 17.7% 1 25.0% 1 1.0% 2
ZAR Cash 2% 7.2% 7.6% 7.5% 3.7% 1.8%
Simplisiti BCI FlexiblePerformance
5 Year Q Rank* 3 Year Q Rank 1 Year Q Rank 6 month Q Rank 3 month Q Rank
Simplisiti BCI Flexible 5.0% 3 1.8% 4 1.0% 4 13.2% 1 1.2% 1
(ASISA) Wwide MA Flexible 6.7% 4.5% 3.5% 8.9% 0.4%
SA CPI +6% 11.0% 10.8% 10.5% 5.1% 3.1%
SAA
SA Equity 35% 5.8% 6.9% 4.4% 12.2% 3.9%
SA Property 15% 5.6% -2.3% 0.8% 6.0% 4.5%
SA Bonds 0% 8.6% 9.9% 11.5% 7.7% 3.7%
SA Cash 0% 7.1% 7.4% 7.3% 3.6% 1.8%
Offshore Equity (ZAR) 50% 13.4% 11.0% 10.0% 15.1% 1.9%
Offshore Property (ZAR) 0% 12.3% 5.1% 12.2% 13.1% -1.9%
Offshore Bonds (ZAR) 0% 7.1% 0.3% 8.9% 3.5% 1.0%
Offshore Cash (ZAR) 0% 6.7% 0.1% 5.2% -0.8% -1.6%
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