The proof is in
Our 10-year returns per year
more than the large manager average before fees
more than the large manager average after fees
Returns for the period ending 31 December 2019
Inflation and industry beating returns.Read more
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 performance as of 31 December 2019:
|2019||2018||2017||3 Years||5 Years||7 Years||10 Years|
|10X High Equity||11.2%||-2.9%||13.7%||7.1%||6.4%||9.3%||11.2%|
|10X Medium Equity||8.9%||-2.2%||11.8%||6.0%||6.0%||8.5%||10.4%|
|10X Low Equity||7.5%||2.7%||8.9%||6.3%||6.5%||7.7%||8.7%|
Beating the big fry since day one.Read more
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 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 ManagersSource: 10X Investments; Alexander Forbes Global Manager Watch Best Investment View, December 2019
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.
10X against the big South African funds.Read more
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 2019
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.
*As published by Alexander Forbes. It represents the compounded monthly median return of the category over the last 10 years. It includes the return of managers that are no longer in the survey, up until the time they left the survey. It is a true reflection of median performance over the last 10 years and accounts for survivorship bias.
Fund fact sheets
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.