Please see below the 10X ETFs’ and Unit Trusts’ performance as at 29 February 2024, based on Net Asset Values (NAV) with distributions reinvested. Returns greater than 1 year are annualised. Past performance is not indicative of future performance. Data source is Morningstar and Bloomberg.

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10Xs ETFsShare Code1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldP/E RatioYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X Top 50 ETFCTOP50-2.60%-6.09%-6.09%-3.71%0.50%8.00%9.14%3.92%11.110,20%0,24%May 2015Quarterly
10X S&P SA Dividend Aristocrats ETFDIVTRX-3.50%-6.62%-6.62%0.86%0.62%5.93%0.95%5.21%7.360,40%0,49%Apr 2014Quarterly
10X Scientific Beta Multi-Factor ETFSMART-2.98%-5.72%-5.72%-2.45%4.19%9.50%3.53%11.100,40%0,53%Jul 2019Quarterly
Equity - Global
10X S&P 500 ETFCSP5007.37%11.43%11.43%34.53%21.15%19.93%21.28%0.83%23.550,25%0,39%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV5.28%6.16%6.16%15.56%14.43%14.43%13.51%1.80%19.430,35%0,52%Feb 2018Semi-Annually
10X Total World ETFGLOBAL7.76%9.49%9.49%26.84%17.47%1.46%17.970,15%0,28%May 2021Semi-Annually
10X All Asia AMETFAPACXJ6.92%5.03%5.03%0,40%0,58%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP-2.14%2.25%2.25%13.37%9.04%9.04%6.84%7.290,35%0,43%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP6.02%3.99%3.99%11.24%5.92%9.82%7.51%2.26%24.840,40%0,47%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI-0.65%0.08%0.08%11.0%0,20%0,25%Dec 2022Quarterly
10X Income AMETFINCOME0.22%0.81%0.81%9,7%0,38%0,45%May 2023Quarterly
10X Yield Selected Bond Index FundCSYSB-0.54%0.05%12.3%0,25%0,54%May 2023Quarterly
10X Unit TrustsCode1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X S&P SA Top 50CSTCB-2.61%-6.12%-6.12%-3.75%0.4%7.9%9.0%3.9%0,20%0,24%Sep 2016Quarterly
Equity - Global
10X Total World FundCMAFF7.89%9.64%9.64%27.14%0,25%0,37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHA1.29%0.89%0.89%8.97%7.5%10.5%9.9%3.8%0,50%0,63%Mar 2019Quarterly
10X Wealth AccumulationCSWACA1.30%0.83%0.83%8.61%8.1%11.1%3.5%0,35%0,54%May 2019Quarterly
Multi-Asset: Medium Equity
10X Moderate Fund10XMA1.00%0.90%0.90%9.03%7.7%9.7%4,9%0,50%0,64%Mar 2019Quarterly
Multi-Asset: Low Equity
10X Defensive Fund10XLA0.83%1.10%1.10%9.03%7.7%8.5%6.1%0,50%0,64%Mar 2019Quarterly
10X Stable IncomeCSTIA0.73%0.84%0.84%8.16%6.5%8.3%6.2%0,35%0,63%May 2019Quarterly
Fixed Income
10X Income Fund10XDA0.20%0.78%0.78%8.21%9.8%0,50%0,61%Dec 2022Quarterly
10X Yield Selected Bond Index FundCYSBCB-0.56%0.07%0.07%8.21%12.3%0,20%0,23%Aug 2022Quarterly


Please note

  • The past portfolio performance is calculated on a rolling monthly basis, lump sum, NAV to NAV and distributions reinvested. Annualised return is weighted average compound growth rate over period measured. The investor performance may differ as a result of advisor fees (where applicable), actual investment date, date of reinvestment and dividend withholding tax.
  • Since inception, minimum 12 month and maximum 12 month returns for each fund are available on the fund fact sheets which can be found on the individual fund pages.
  • *Official TER will be available after 1 year of live fund performance (please note there are more fee classes available in the Unit Trust).
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