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Reports

Find the latest monthly fact sheets, quarterly reports and quarterly portfolio commentary for our standard portfolio range.

Portfolio Facts and figures

Latest fact sheets

Stay in the know with the latest performance & portfolio returns.

All fact sheets

Download all seven portfolio fact sheets in one pdf

Download (pdf)

Income Portfolio

SteFI over one-year rolling periods

Download (pdf)

Conservative Portfolio

CPI+2% over three-year rolling periods

Download (pdf)

Stable
Portfolio

CPI+3% over four-year rolling periods

Downloads (pdf)

Moderate Portfolio

CPI+4% over five-year rolling periods

Download (pdf)

Balanced Portfolio

CPI+5% over six-year rolling periods

Download (pdf)

Growth Portfolio

CPI+6% over seven-year rolling periods

Download (pdf)

Unconstrained Portfolio
(non Reg. 28)

CPI+6% over seven-year rolling periods

Download (pdf)

Global Cautious Portfolio

USD

Global Cash +2.5%

Download (pdf)

Global Managed Portfolio

USD

Global Cash +4.0%

Download (pdf)

Global Growth Portfolio

USD

Global Cash +5.5%

Download (pdf)

Global Cautious Portfolio

ZAR

Global Cash +2.5%

Download (pdf)

Global Managed Portfolio

ZAR

Global Cash +4.0%

Download (pdf)

Global Growth Portfolio

ZAR

Global Cash +5.5%

Download (pdf)
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Asset class returns

The behaviour of asset classes and their contribution to returns over time.

2024

March

Download (pdf)

Quarterly report

Get insights into the portfolio’s latest quarterly performance

2023

Quarter 4
October - December

Download (pdf)
View Archive

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