The proof is in our performance

We’ve delivered consistently strong returns over the past 14 years

Our returns

Inflation and industry-beating returns.

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 2021:

	1 Year	3 Years	5 Years	7 Years	10 Years
10X Your Future	25.3%	13.9%	10.3%	8.9%	11.9%
10X Moderate	21.2%	10.8%	8.3%	7.6%	10.4%
10X Defensive	15.4%	8.9%	7.6%	7.4%	8.8%
SA Inflation	5.9%	4.3%	4.4%	4.8%	5.0%

Source: 10X Investments, StatsSA

Our performance

Beating the big fry since day one.

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.

Performance vs industry before fees

As at 31 Dec 2021	10X Your Future	Global Manager Watch median	10X Excess
1 Year	25.31%	22.32%	3.0%
3 years	13.92%	12.89%	1.0%
5 years	10.29%	9.52%	0.8%
7 years	8.90%	8.45%	0.5%
10 years	11.91%	11.20%	0.7%

Source: 10X Investments; Alexander Forbes Global Manager Watch Best Investment View, December 2021
Please Note: We use the 10X Your Future Portfolio when calculating these results.

How we rank

10X against the big South African funds.

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 Your Future Portfolio delivers even higher returns than South Africa’s large fund managers.

Source: 10X Investments; Alexander Forbes Global Manager Watch Best Investment View, December 2021

*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.

Charges		1 Year	3 Years	5 Years	10 Years
Investment Management made up of:		1.0%	1.0%	1.0%	1.0%
10X Management Fee (Incl. VAT)	0.57%
Bank, Audit, Trustee/Custody fees	0.16%
Transaction Costs	0.3%
Advice1		0.0%	0.0%	0.0%	0.0%
Administration		0.0%	0.0%	0.0%	0.0%
Other costs		0.0%	0.0%	0.0%	0.0%
EAC (sum of charges)		1.0%	1.0%	1.0%	1.0%

The proof is in our performance

We’ve delivered consistently strong returns over the past 14 years

10X portfolio performance as of 31 December 2021:

Performance vs industry before fees

Fund fact sheets

Annual Reviews