Please see below the 10X ETFs’ and Unit Trusts’ performance as at 30 June 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 ETFCTOP503.7%9.2%6.0%9.4%13.2%11.2%10.7%3.5%12.00,20%0.27%May 2015Quarterly
10X S&P SA Dividend Aristocrats ETFDIVTRX2.8%10.7%8.2%20.8%13.5%11.1%4.2%4.5%8.70.40%0.58%Apr 2014Quarterly
10X Scientific Beta Multi-Factor ETFSMART2.8%7.0%3.5%8.1%12.4%11.6%2.9%10.90.40%0.61%Jul 2019Quarterly
Equity - Global
10X S&P 500 ETFCSP5002.5%1.3%15.2%21.0%28.6%19.0%20.6%0.8%25.60,25%0.38%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV-4.1%-6.4%1.3%2.0%13.8%10.3%11.5%1.9%19.20,35%0.55%Feb 2018Semi-Annually
10X Total World ETFGLOBAL-1.7%-1.4%9.7%13.7%23.0%13.1%1.4%20.00,15%0.29%May 2021Semi-Annually
10X All Asia AMETFAPACXJ1.1%3.6%10.0%0,40%0.56%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP4.2%3.7%6.9%23.0%17.2%12.0%0.9%5.9%6.30.35%0.46%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP-1.6%-5.7%-0.7%3.7%7.4%5.6%5.5%2.5%25.50.40%0.50%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI5.2%7.5%5.4%13.3%10.9%0,20%0.28%Dec 2022Quarterly
10X Income AMETFINCOME2.4%3.8%4.5%10.2%9.9%0.38%0.50%May 2023Quarterly
10X Yield Selected Bond Index FundPREFTX6.7%9.5%6.4%11.7%11.8%0,25%0.39%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 50CSTCB3.7%9.2%6.0%9.4%13.2%11.2%10.6%3.6%0,20%0.25%Sep 2016Quarterly
Equity - Global
10X Total World FundCMAFF-1.6%-1.4%10.0%14.0%23.2%13.3%15.7%1.5%0,25%0.37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHA1.8%3.2%5.5%10.1%13.8%10.7%10.1%3.6%0,50%0.59%Mar 2019Semi-Annually
10X Wealth AccumulationCSWACA1.7%3.4%5.8%10.5%14.7%11.4%10.1%3.6%0,35%0.57%May 2019Quarterly
Multi-Asset: Medium Equity
10X Moderate Fund10XMA2.2%3.6%5.5%10.6%12.7%10.1%8.6%4.6%0,50%0.64%Mar 2019Semi-Annually
Multi-Asset: Low Equity
10X Defensive Fund10XLA2.2%3.5%5.1%10.4%11.1%8.9%7.7%5.6%0,50%0.64%Mar 2019Semi-Annually
10X Stable IncomeCSTIA2.0%3.5%4.9%10.9%11.3%8.7%7.5%6.4%0,35%0.59%May 2019Quarterly
Fixed Income
10X Yield Selected Bond Index FundCYSBCB6.6%9.4%6.2%14.1%10.7%11.8%0,20%0.23%Aug 2022Quarterly
10X Income Fund10XDA2.3%3.7%4.4%9.9%8.6%10.0%0,50%0.59%Dec 2022Monthly


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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