Our Performance

The proof is in
our performance

 

11.3%

Our 10-year returns per year

0.8%

more than the large manager average before fees

1.9%

more than the large manager average after fees

Our returns

Inflation and industry beating returns.

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A rand saved is a rand earned. But thanks to inflation, over time, the value of that rand saved could be much less than when it was earned.

For instance, if the inflation rate is 10%, R100 earned today will be worth just R90 after a year. Therefore, if you want your money to turn into more, you can't afford to ignore the corrosive impact of rising prices on your investments. You need to invest in a portfolio that delivers returns higher than prevailing inflation rate.

Thanks to our award-winning investment strategy, all of our portfolios have consistently beaten inflation over the past 3, 5, 7 and 10 years.

10X portfolio returns:
2017 2016 2015 3 Years 5 Years 7 Years 10 Years
10X High Equity 13.7% 2.0% 9.1% 8.2% 11.6% 12.7% 11.3%
10X 60% Equity 12.7% 2.4% 9.1% 8.0% 11.1% 12.2% 11.1%
10X Medium Equity 11.8% 3.1% 9.0% 7.9% 10.7% 11.8% 10.8%
10X 40% Equity 10.4% 3.8% 9.1% 7.7% 10.0% 10.9% 10.3%
10X Low Equity 8.9% 4.7% 9.0% 7.5% 8.8% 9.4% 9.3%
10X Defensive 7.4% 6.2% 8.1% 7.2% 7.9% 8.3% 8.6%
CPI 4.7% 6.8% 5.2% 5.6% 5.5% 5.6% 5.8%
Source: 10X Investments, returns as of December 2017
Our performance

Beating the big fry since day one.

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We're often asked how we compare to the industry's biggest players, because the perception is that size matters and that large asset managers deliver better returns. The answer is that we consistently outperform South Africa's largest fund managers, delivering superior returns before and after fees.

10X High Equity vs Large Fund Managers
Source: 10X Investments; Alexander Forbes Global Manager Watch Best Investment View, December 2017
Please Note: We use the 10X Umbrella Pension Fund High Equity portfolio when calculating these results. The fee value for the Global Manager Watch median is an estimate.
How we rank

10X against the big South African funds.

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It isn't only our award-winning investment strategy that allows us to deliver superior returns. Our low fees pack an added punch. When fees are taken into account, the 10X High Equity Portfolio delivers even higher returns than South Africa's large fund managers.

Source: 10X Investments; Alexander Forbes Global Manager Watch Best Investment View, December 2017
Please note: The Large Manager Watch is an institutional investment survey conducted by Alexander Forbes. All returns shown are before fees. The 10X fee advantage is added to illustrate the relative effect of fees on your investment.

Fund fact sheets

See how our retirement products have performed
 
10X BENEFIT STATEMENTS

No hidden fees, no mumbo jumbo

The industry charges multiple high fees, and likes to hide or obscure those fees from you. We charge a single low fee. And our statements are clear and simple, so you know what you’ve paid, made, and where you are in relation to your goals.