Please see below the 10X ETFs’ and Unit Trusts’ performance as at 31 January 2025, 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 ETFs | Share Code | 1 Month | QTD | YTD | 1 Year | 2 Years | 3 Years | 5 Years | 1 Year Historic Net Yield | P/E Ratio | Yield to Maturity | Mngmt Fee | TER | Inception Date | Distributes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity - South Africa | |||||||||||||||
| 10X Top 50 ETF | CTOP50 | 3.6% | 3.6% | 3.6% | 18.7% | 7.0% | 8.4% | 13.1% | 2.6% | 6.7 | 0,20% | 0.25% | May 2015 | Quarterly | |
| Equity - Global | |||||||||||||||
| 10X S&P 500 ETF | CSP500 | 1.9% | 1.9% | 1.9% | 26.5% | 28.4% | 19.3% | 19.7% | 0.4% | 26.6 | 0,25% | 0.38% | Nov 2016 | Semi-Annually | |
| 10X S&P Global Dividend Aristocrats ETF | GLODIV | 1.8% | 1.8% | 1.8% | 9.1% | 10.8% | 10.0% | 10.6% | 0.9% | 19.4 | 0,35% | 0.56% | Feb 2018 | Semi-Annually | |
| 10X Total World ETF | GLOBAL | 1.9% | 1.9% | 1.9% | 19.8% | 20.0% | 14.2% | 0.6% | 20.8 | 0.15% | 0.29% | May 2021 | Semi-Annually | ||
| 10X All Asia AMETF | APACXJ | 0.6% | 0.6% | 0.6% | 18.3% | 0,40% | 0.59% | Jul 2023 | Semi-Annually | ||||||
| Listed Property - South Africa | |||||||||||||||
| 10X SA Property Income ETF | CSPROP | -3.4% | -3.4% | -3.4% | 18.6% | 17.9% | 12.5% | 5.2% | 0.1% | 5.9 | 0.35% | 0.45% | Oct 2019 | Quarterly | |
| Listed Property - Global | |||||||||||||||
| 10X S&P Global Property ETF | GLPROP | 0.7% | 0.7% | 0.7% | 12.3% | 8.9% | 4.6% | 5.9% | 1.1% | 26.8 | 0.40% | 0.52% | Nov 2016 | Semi-Annually | |
| Fixed Income | |||||||||||||||
| 10X GOVI Bond ETF | CSGOVI | 0.4% | 0.4% | 0.4% | 16.5% | 11.6% | 10.0% | 10.0% | 0,20% | 0.26% | Dec 2022 | Quarterly | |||
| 10X Income AMETF | INCOME | 0.5% | 0.5% | 0.5% | 10.3% | 8.4% | 0.38% | 0.49% | May 2023 | Quarterly | |||||
| 10X Yield Selected Bond Index Fund | CSYSB | 0.2% | 0.2% | 0.2% | 20.1% | 10.9% | 0,25% | 0.35% | May 2023 | Quarterly | |||||
| 10X Unit Trusts | Code | 1 Month | QTD | YTD | 1 Year | 2 Years | 3 Years | 5 Years | 1 Year Historic Net Yield | Yield to Maturity | Mngmt Fee | TER | Inception Date | Distributes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity - South Africa | ||||||||||||||
| 10X S&P SA Top 50 | CSTCB | 3.6% | 3.6% | 3.6% | 18.7% | 6.9% | 8.3% | 13.0% | 3.5% | 0,20% | 0.24% | Sep 2016 | Quarterly | |
| 10X SA Equity Fund | 10X60A | 2.5% | 2.5% | 2.5% | 0.20% | 0.31% | Jul 2024 | Semi-Annually | ||||||
| Equity - Global | ||||||||||||||
| 10X Total World Fund | CMAFF | 1.9% | 1.9% | 1.9% | 19.7% | 20.0% | 14.2% | 1.3% | 0,25% | 0.37% | Feb 2018 | Annually | ||
| Multi-Asset: High Equity | ||||||||||||||
| 10X Your Future Fund | 10XHP | 1.7% | 1.7% | 1.7% | 14.1% | 11.0% | 9.8% | 4.0% | 0.25% | 0.36% | Jul 2021 | Semi-Annually | ||
| Multi-Asset: Medium Equity | ||||||||||||||
| 10X Moderate Fund | 10XMP | 1.4% | 1.4% | 1.4% | 13.8% | 11.0% | 9.8% | 4.9% | 0.25% | 0.37% | Jul 2021 | Semi-Annually | ||
| Multi-Asset: Low Equity | ||||||||||||||
| 10X Defensive Fund | 10XLP | 0.8% | 0.8% | 0.8% | 12.8% | 10.8% | 9.5% | 1.4% | 0.25% | 0.36% | Jul 2021 | Semi-Annually | ||
| Listed Property - South Africa | ||||||||||||||
| 10X SA Property Index Fund | 10XPFA | -3.1% | -3.1% | -3.1% | 20.5% | 16.4% | 6.2% | 0.35% | 0.43% | Feb 2022 | Semi-Annually | |||
| Fixed Income | ||||||||||||||
| 10X Yield Selected Bond Index Fund | CYYBIB | 0.2% | 0.2% | 0.2% | 20.2% | 12.8% | 10.7% | 11.0% | 0.15% | 0.24% | Aug 2022 | Quarterly | ||
| 10X Income Fund | 10XDP | 0.5% | 0.5% | 0.5% | 10.2% | 9.4% | 8.4% | 8.5% | 0.25% | 0.32% | Nov 2022 | Monthly | ||
| 10X SA Government Bond Index Fund | 10XGBP | 0.4% | 0.4% | 0.4% | 16.6% | 11.7% | 10.1% | 10.1% | 0.20% | 0.31% | Feb 2022 | Quarterly | ||
| 10X SA ILB Index Fund | 10XILP | -0.4% | -0.4% | -0.4% | 6.9% | 7.1% | 9.7% | 8.0% | 0.20% | 0.32% | Feb 2022 | Quarterly | ||
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).