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Investment performance over the long term

Performance

To check the long-term performance of our domestic flagship and international funds below are three sets of information: Quartile Rankings, Growth of R100 000 and Risk Statistics. To activate the Growth of R100 000, simply click on a fund of your choice to see what an investment at launch would be worth today.

DOMESTIC FLAGSHIP FUNDS
Quartile rankings
FUNDSINCE LAUNCHLAST 5 YEARSLAST 10 YEARS
TOP 201st1st1st
BALANCED PLUS1st1st1st
CAPITAL PLUS1st1st1st
BALANCED DEFENSIVE1st--
STRATEGIC INCOME1st1st1st

Source: Morningstar, 31 December 2011

Growth of R100 000
Risk statistics for domestic flagship funds since launch
FUNDANN. DEVIATION %MAX. DRAWDOWN %POS. MONTHS %
TOP 2018.00%-31.72%61.48%
Benchmark20.07%-43.42%57.78%
BALANCED PLUS14.89%-34.29%67.02%
Benchmark13.90%-31.86%63.83%
CAPITAL PLUS7.49%-8.35%69.05%
Benchmark1.63%N/A91.27%
BALANCED DEFENSIVE4.15%-2.65%79.31%
Benchmark0.64%N/A100.00%
STRATEGIC INCOME3.08%-1.29%91.27%
Benchmark0.72%N/A100.00%
INTERNATIONAL FUNDS [ZAR]
Quartile rankings
FUNDSINCE LAUNCH
GEM FLEXIBLE1st
WORLD EQUITY1st
OPTIMUM GROWTH1st
GLOBAL MANAGED1st
GLOBAL CAPITAL PLUS1st

Source: Morningstar, 31 December 2011
Growth of R100 000
Risk statistics for international funds since inception
FUNDANN. DEVIATION %MAX. DRAWDOWN %POS. MONTHS %
GEM FLEXIBLE18.00%-38.63%52.08%
Benchmark19.27%-44.19%47.92%
WORLD EQUITY16.33%-45.34%58.96%
Benchmark18.10%-50.66%53.18%
OPTIMUM GROWTH11.53%-31.64%65.36%
Benchmark1.56%N/A92.81%
GLOBAL MANAGED10.60%-6.25%50.00%
Benchmark10.97%-5.15%50.00%
GLOBAL CAPITAL PLUS11.53%-14.36%52.63%
Benchmark13.70%-32.33%39.47%
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