Please see below the 10X ETFs’ and Unit Trusts’ performance as at 31 October 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 ETFCTOP50-1.3%-1.3%13.1%25.2%15.4%11.8%12.6%2.6%7.30,20%0.25%May 2015Quarterly
Equity - Global
10X S&P 500 ETFCSP5002.6%2.6%16.4%30.6%20.4%14.3%18.4%0.4%27.10,25%0.38%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV-1.5%-1.5%4.5%15.6%10.7%8.5%9.9%0.9%20.40,35%0.56%Feb 2018Semi-Annually
10X Total World ETFGLOBAL0.4%0.4%10.9%23.7%17.6%9.9%0.7%20.80.15%0.29%May 2021Semi-Annually
10X All Asia AMETFAPACXJ-1.8%-1.8%11.4%21.7%0,40%0.56%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP-1.8%-1.8%24.2%47.5%21.0%15.9%4.1%2.8%7.50.35%0.44%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP-1.3%-1.3%6.8%23.8%11.6%4.0%4.8%1.1%27.50.40%0.52%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI-2.1%-2.1%13.8%20.8%10.2%0,20%0.26%Dec 2022Quarterly
10X Income AMETFINCOME-0.3%-0.3%8.8%12.6%9.3%0.38%0.48%May 2023Quarterly
10X Yield Selected Bond Index FundPREFTX-3.2%-3.2%17.1%25.4%11.0%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-1.3%-1.3%13.1%25.2%15.4%11.7%12.5%3.5%0,20%0.24%Sep 2016Quarterly
10X SA Equity Fund10X60A-1.0%-1.0%0.35%0.42%Jul 2024Semi-Annually
Equity - Global
10X Total World FundCMAFF0.4%0.4%10.9%23.8%17.7%1.4%0,25%0.37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHP-0.9%-0.9%10.2%20.4%14.3%10.3%3.0%0.25%0.35%Jul 2021Semi-Annually
Multi-Asset: Medium Equity
10X Moderate Fund10XMP-1.1%-1.1%10.6%19.7%13.5%10.2%2.8%0.25%0.35%Jul 2021Semi-Annually
Multi-Asset: Low Equity
10X Defensive Fund10XLP-1.1%-1.1%10.2%17.6%12.1%9.3%2.0%0.25%0.35%Jul 2021Semi-Annually
Listed Property - South Africa
10X SA Property Index Fund10XPFA-2.6%-2.6%26.8%50.7%19.8%4.6%0.35%0.43%Feb 2022Semi-Annually
Fixed Income
10X Yield Selected Bond Index FundCYYBIB-3.3%-3.3%17.2%25.5%15.4%10.6%11.0%0.15%0.24%Aug 2022Quarterly
10X Income Fund10XDP-0.2%-0.2%8.8%12.7%8.0%9.3%0.25%0.31%Nov 2022Monthly
10X SA Government Bond Index Fund10XGBP-2.3%-2.3%13.9%21.1%14.1%9.6%10.2%0.20%0.35%Feb 2022Quarterly
10X SA ILB Index Fund10XILP-1.1%-1.1%5.5%12.5%7.8%10.1%9.5%0.20%0.34%Feb 2022Quarterly
10X Money Market Fund10XMMP0.7%0.7%7.3%8.8%8.3%7.0%0.25%0.30%Aug 2021Monthly

 

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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