Please see below the 10X ETFs’ and Unit Trusts’ performance as at 30 November 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.

To view all table data, move the scrollbar beneath the table or drag the table to the left.

10Xs ETFsShare Code1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldP/E RatioYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X Top 50 ETFCTOP50-1.0%-2.2%12.0%14.7%8.5%9.9%12.8%2.6%7.30,20%0.25%May 2015Quarterly
Equity - Global
10X S&P 500 ETFCSP5007.7%10.5%25.4%27.5%28.5%15.1%19.9%0.4%27.10,25%0.38%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV5.2%3.6%10.0%12.2%13.1%9.4%11.2%0.9%20.40,35%0.56%Feb 2018Semi-Annually
10X Total World ETFGLOBAL6.4%6.8%17.9%19.5%21.1%11.2%0.7%20.80.15%0.29%May 2021Semi-Annually
10X All Asia AMETFAPACXJ0.2%-1.6%11.7%12.7%0,40%0.56%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP2.4%0.6%27.1%39.2%19.5%15.5%4.7%2.8%7.50.35%0.44%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP5.7%4.3%12.9%18.0%14.5%4.5%7.1%1.1%27.50.40%0.52%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI3.0%0.8%17.2%18.9%9.7%9.8%0,20%0.26%Dec 2022Quarterly
10X Income AMETFINCOME1.0%0.8%9.9%11.2%9.0%0.38%0.48%May 2023Quarterly
10X Yield Selected Bond Index FundPREFTX3.9%0.6%21.7%23.1%10.6%0,25%0.34%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-1.0%-2.3%11.9%14.6%8.5%9.8%12.7%3.5%0,20%0.24%Sep 2016Quarterly
10X SA Equity Fund10X60A-0.9%-1.8%0.35%0.42%Jul 2024Semi-Annually
Equity - Global
10X Total World FundCMAFF6.4%6.8%17.9%19.5%21.2%11.2%1.3%0,25%0.37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHP0.9%0.0%11.2%13.5%12.3%9.7%3.0%0.25%0.35%Jul 2021Semi-Annually
Multi-Asset: Medium Equity
10X Moderate Fund10XMP1.0%-0.1%11.7%13.8%12.2%9.7%2.8%0.25%0.35%Jul 2021Semi-Annually
Multi-Asset: Low Equity
10X Defensive Fund10XLP1.4%0.2%11.7%13.5%12.0%9.2%2.0%0.25%0.35%Jul 2021Semi-Annually
Listed Property - South Africa
10X SA Property Index Fund10XPFA1.7%-0.9%29.0%41.8%17.6%4.5%0.35%0.43%Feb 2022Semi-Annually
Fixed Income
10X Yield Selected Bond Index FundCYYBIB3.9%0.5%21.8%23.3%15.0%10.2%10.6%0.15%0.24%Aug 2022Quarterly
10X Income Fund10XDP1.0%0.8%9.9%11.3%10.4%8.5%9.1%0.25%0.31%Nov 2022Monthly
10X SA Government Bond Index Fund10XGBP3.1%0.7%17.4%19.1%13.6%9.3%9.9%0.20%0.35%Feb 2022Quarterly
10X SA ILB Index Fund10XILP1.1%0.0%6.7%8.8%7.6%10.0%8.9%0.20%0.34%Feb 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).
Are you looking to get in touch? To ensure we get the most relevant person to call you back, please select whether you are a Private or Professional Investor below: