10 | Stocks | 328.371 B | — | 10 10X | 0.27 | Large Cap | S&P South Africa 50 Index - ZAR - Benchmark TR Net | 5/6/2015 | 4,799.67 | 2.54 | 16.04 |
10 | Bonds | 299.635 B | — | 10 10X | 0.28 | Wide credit | FTSE/JSE Total Return Government Bond Index (GOVI) | 12/5/2022 | 1,213.39 | 0 | 0 |
10 | Stocks | 295.407 B | — | 10 10X | 0.55 | Total Market | S&P Global Dividend Aristocrats Blend Custom Index - Benchmark TR Net | 2/22/2018 | 2,021.77 | 3.62 | 22.69 |
10 | Stocks | 259.517 B | — | 10 10X | 0.38 | Large Cap | S&P 500 | 11/4/2016 | 11,036.19 | 0 | 0 |
10 | Stocks | 199.875 B | — | 10 10X | 0.29 | Total Market | FTSE Global All Cap Net Tax (US RIC) Index | 5/17/2021 | 1,666.57 | 0 | 0 |
10 | Stocks | 107.996 B | — | 10 10X | 0.31 | Large Cap | Wealth SA Top 20 Index - ZAR - Benchmark TR Gross | 4/25/2023 | 1,610.55 | 3.08 | 17.08 |
10 | Asset allocation | 82.007 B | — | 10 10X | 0.52 | Goal Outcome | STeFI Composite Index - ZAR - Benchmark TR Gross | 5/18/2023 | 1,055.88 | 0 | 0 |
10 | Stocks | 71.624 B | — | 10 10X | 0.41 | Mid Cap | Wealth Next 40 Equal Weighted Index - ZAR - Benchmark TR Gross | 4/25/2023 | 1,376.27 | 1.55 | 14.61 |
10 | Stocks | 68.457 B | — | 10 10X | 0 | Total Market | | — | 931.23 | 0 | 0 |
10 | Stocks | 63.99 B | — | 10 10X | 0.46 | Real estate | SA Property Income Index - ZAR - Benchmark TR Gross | 10/30/2019 | 1,694.74 | 0 | 0 |
10 | Bonds | 47.358 B | — | 10 10X | 0.39 | Wide credit | South African Yield Selected Nominal Bond Index - ZAR - Benchmark TR Net | 5/31/2023 | 1,354.57 | 0 | 0 |
10 | Stocks | 44.81 B | — | 10 10X | 0.53 | Real estate | S&P Global Property 40 Index | 11/4/2016 | 4,819.83 | 2.04 | 27.76 |