Please see below the 10X ETFs’ and Unit Trusts’ performance as at 31 May 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 ETFCTOP500.3%8.9%2.2%7.8%7.0%8.8%11.1%3.8%29.10,20%0.25%May 2015Quarterly
Equity - Global
10X S&P 500 ETFCSP5002.8%0.9%12.4%19.9%24.8%20.4%20.7%1.0%25.70,25%0,39%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV1.9%-0.6%5.6%8.0%15.2%12.9%13.0%1.9%20.80,35%0.55%Feb 2018Semi-Annually
10X Total World ETFGLOBAL4.7%1.9%11.6%16.4%21.8%15.7%1.5%13.80,15%0.29%May 2021Semi-Annually
10X All Asia AMETFAPACXJ2.8%3.6%8.8%0,40%0.24%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP0.7%0.3%2.6%18.5%8.6%11.1%6.5%8.30,35%0.45%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP3.2%-2.9%0.9%4.6%7.2%8.3%5.6%2.5%26.50,40%0.51%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI0.7%0.1%0.2%12.6%11.6%0,20%0.26%Dec 2022Quarterly
10X Income AMETFINCOME0.7%1.3%2.1%9.5%9.5%0,38%0.49%May 2023Quarterly
10X Yield Selected Bond Index FundCSYSB0.5%-0.2%-0.1%12.6%11.1%0,25%0.44%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 50CSTCB0.3%8.9%2.2%7.8%6.9%8.8%10.9%3.7%0,20%0.25%Sep 2016Quarterly
Equity - Global
10X Total World FundCMAFF4.7%1.9%11.7%16.6%21.9%15.8%16.7%1.5%0,25%0.37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHA1.0%1.4%3.6%8.9%10.2%10.2%10.3%3.7%0,50%0.59%Mar 2019Quarterly
10X Wealth AccumulationCSWACA1.7%1.7%4.0%11.0%11.0%10.8%10.4%3.6%0,35%0.58%May 2019Quarterly
Multi-Asset: Medium Equity
10X Moderate Fund10XMA0.8%1.4%3.2%9.2%9.5%9.5%8.6%4.7%0,50%0.59%Mar 2019Quarterly
Multi-Asset: Low Equity
10X Defensive Fund10XLA0.7%1.2%2.8%8.9%8.8%8.5%7.5%5.8%0,50%0.59%Mar 2019Quarterly
10X Stable IncomeCSTIA1.0%1.4%2.9%10.1%8.5%8.0%7.5%6.5%0,35%0.64%May 2019Quarterly
Fixed Income
10X Income Fund10XDA0.6%1.3%2.1%9.2%9.8%0,50%0.58%Dec 2022Quarterly
10X Yield Selected Bond Index FundCYSBCB0.5%-0.2%-0.1%12.4%12.6%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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