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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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).