Post on 20-Sep-2020
Performance Review – 31 December 2017
Asset Class Return – 1 year
All returns are Rand denominated. Performance as at 31 December 2017. Asset classes returns are represented by the ASISA category averages, SA Bonds = Beassa ALBI TR Index. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Global Bonds 34,83
SA Equity 27,2SA Property
24,08Global Bonds
27,29SA Property
31,51Global Equity
52,17Global Property
28,57Global Property
32,82SA Bonds
15,42SA Property
14,08
SA Bonds 16,97
SA MA High 14,89
SA Equity 18,5Global Property
18,12Global Property
28,37Global Property
23,37SA Property
25,12Global Equity
29,13SA Money
Market 7,55SA Equity
12,78
SA Money Market 11,87
SA Property 12,55
SA Bonds 14,96
Global Equity 11,54
SA Equity 19,98
Global Bonds 19,47
Global Equity 11,88
Global Bonds 24,64
SA Property 5,78
SA Bonds 10,24
SA MA Low 2,25
SA MA Low 9,85
SA MA High 11,39
SA Bonds 8,87Global Equity
18,59SA Equity
19,36SA Equity
10,31SA Property
10,82SA MA Low
3,59SA MA High
9,97
SA Property -4,51
Global Property 9,19
SA MA Low 9,34
SA Property 7,56
SA MA High 16,27
SA MA High 18,03
SA Bonds 10,15
SA MA High 7,66
SA Equity 3,12Global Equity
9,73
SA MA High -8,24
SA Money Market 9,08
SA Money Market 6,87
SA MA Low 6,35
SA Bonds 15,95
SA MA Low 12,17
SA MA High 9,5
SA MA Low 7,6SA MA High
1,31SA MA Low 8,4
SA Equity -22,85
Global Equity 5,19
Global Property 5,96
SA Money Market 5,48
SA MA Low 13,1
SA Property 9,22
Global Bonds 8,3
SA Money Market 6,41
Global Equity -7,43
SA Money Market 7,72
Global Equity -23,04
SA Bonds -0,99Global Equity -
2,55SA MA High
5,26Global Bonds
11,52SA Money
Market 5,13SA MA Low 8,2 SA Equity 1,01
Global Bonds -10,13
Global Property 0,96
Global Property -31,1
Global Bonds -11,18
Global Bonds -6,88
SA Equity 3,28SA Money
Market 5,41SA Bonds 0,64
SA Money Market 5,8
SA Bonds -3,93Global Property
-13,53Global Bonds -
3,54
Asset Class Return – Rolling 3 years
All returns are Rand denominated. Performance as at 31 December 2017. Asset classes returns are represented by the ASISA category averages, SA Bonds = Beassa ALBI TR Index. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Global Bonds 18,36
SA Money Market 10,13
SA Property 10,07
SA Equity 15,9SA Property
20,63Global Equity
26,26Global Property
26,75Global Equity
30,02Global Property
13,87SA Property
10,17
SA Property 13,4 SA Property 9,27 SA Bonds 10,01SA Property
14,52Global Property
17,12Global Property
23,22Global Equity
26,39Global Property
28,19SA Property
13,62Global Equity
9,46
SA Money Market 9,52
Global Bonds 8,14
SA Money Market 9,26
Global Property 10,97
SA Equity 13,66Global Bonds
19,25SA Property
21,58Global Bonds
17,27Global Equity
10,17SA Money
Market 7,22
SA Bonds 8,74 SA MA Low 7,1 SA MA Low 7,09SA MA High
10,44SA Bonds 13,21 SA Property 15,6 SA Equity 16,46
SA Property 14,84
SA Bonds 6,89 SA Bonds 6,92
SA MA High 8,42 SA Bonds 6,47 SA MA High 5,5 SA MA Low 8,5SA MA High
10,88SA Equity 13,94
SA MA High 14,54
SA MA High 11,64
Global Bonds 6,65
SA MA Low 6,51
SA MA Low 8,29 SA MA High 5,81 SA Equity 5,16 SA Bonds 7,41Global Bonds
9,75SA MA High
13,04Global Bonds 13 SA Equity 9,97
SA Money Market 6,58
SA MA High 6,25
SA Equity 7,46 SA Equity 4,9 Global Bonds 3,7SA Money
Market 7,13SA MA Low 9,56 SA MA Low 10,5
SA MA Low 11,14
SA MA Low 9,3 SA MA Low 6,44 SA Equity 5,52
Global Equity 2,3Global Equity -
4,91Global Property
-7,28Global Equity
4,57Global Equity
8,83SA Bonds 8,3 SA Bonds 8,72
SA Money Market 5,78
SA MA High 6,1Global Property
5,06
Global Property -2,79
Global Property -12,57
Global Equity -7,6
Global Bonds 1,73
SA Money Market 5,92
SA Money Market 5,34
SA Money Market 5,45
SA Bonds 2,12 SA Equity 4,74Global Bonds
2,61
Asset Class Return – Rolling 5 years
All returns are Rand denominated. Performance as at 31 December 2017. Asset classes returns are represented by the ASISA category averages, SA Bonds = Beassa ALBI TR Index. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
SA Property 22,76
SA Property 18,52
SA Property 15,29
SA Property 11,73
SA Property 13,53
SA Equity 17,39Global Property
20,58Global Property
26,15Global Equity
19,27Global Equity
17,43
SA Equity 19,11 SA Equity 16,65 SA Equity 13,34 SA Bonds 8,6 SA Bonds 10,94Global Property
16,7SA Property
19,12Global Equity
23,8Global Property
18,52Global Property
12,96
SA MA High 15,43
SA MA High 13,05
SA MA High 10,28
SA Money Market 8,53
Global Bonds 9,62
SA Property 16,62
Global Equity 17,02
Global Bonds 18,01
SA Property 16,07
SA Property 12,82
SA MA Low 10,74
SA MA Low 10,03
SA Money Market 8,9
Global Bonds 8,43
SA MA Low 8,12
Global Equity 15,59
SA Equity 14,09SA Property
16,46SA Equity 10,47
SA MA High 9,16
SA Bonds 10,42Global Bonds
9,23SA MA Low
8,81SA MA Low
7,39SA Money
Market 7,72SA MA High
13,08SA MA High
11,99SA MA High
11,23SA MA High
10,39SA Equity 9,11
Global Bonds 10,22
SA Money Market 8,9
SA Bonds 7,91 SA Equity 7,15 SA Equity 7,58SA MA Low
10,14Global Bonds
11,33SA Equity 10,51
Global Bonds 10,08
SA MA Low 7,96
SA Money Market 8,61
SA Bonds 7,12Global Bonds
6,52SA MA High
6,79SA MA High
7,52SA Bonds 7,65 SA Bonds 9,97
SA MA Low 9,45
SA MA Low 8,88
Global Bonds 6,93
Global Equity 5,25
Global Equity 6,78
Global Equity 1,88
Global Equity -1,34
Global Property 3,87
Global Bonds 7 SA MA Low 9,8 SA Bonds 6,09 SA Bonds 7,34SA Money
Market 6,52
Global Property 4,93
Global Property 3,98
Global Property 1,23
Global Property -3,51
Global Equity 0,86
SA Money Market 6,38
SA Money Market 5,74
SA Money Market 5,65
SA Money Market 6,06
SA Bonds 6,27
Market Cap Returns – 1 year
All returns are Rand denominated. Performance as at 31 December 2017. Market cap returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Mid -18,7 Mid 35,72 Mid 30,27 Mid 4,72 Mid 29,48 Small 26,31 Small 20,57 Top 40 7,52 Mid 26,89 Top 40 23,07
ALSI -23,23 ALSI 32,13 Small 24,65 ALSI 2,57 Small 28,95 Top 40 22,77 Mid 19,62 ALSI 5,13 Small 20,9 ALSI 20,95
Top 40 -23,58 Top 40 31,73 ALSI 18,98 Top 40 2,2 ALSI 26,68 ALSI 21,43 ALSI 10,88 Small -3,92 ALSI 2,63 Mid 7,36
Small -31,2 Small 28,28 Top 40 17,22 Small 1,1 Top 40 26,12 Mid 12,99 Top 40 9,17 Mid -7,54 Top 40 -1,6 Small 2,95
Market Cap Returns – Rolling 3 year
All returns are Rand denominated. Performance as at 31 December 2017. Market cap returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Mid 11,02 Mid 9,08 Mid 12,85 Mid 22,79 Mid 20,88 Small 18,09 Small 25,23 Small 13,53 Mid 11,96 ALSI 9,28
Small 9,93 ALSI 6,53 ALSI 6,47 Small 17,36 Small 17,57 Top 40 16,54 Mid 20,51 Top 40 12,95 Small 11,88 Top 40 9,2
ALSI 8,92 Top 40 6,2 Top 40 5,67 ALSI 17,27 ALSI 15,63 ALSI 16,42 ALSI 19,48 ALSI 12,28 ALSI 6,16 Mid 7,99
Top 40 8,61 Small 5,75 Small 3,23 Top 40 16,43 Top 40 14,75 Mid 15,28 Top 40 19,13 Mid 7,71 Top 40 4,92 Small 6,14
Market Cap Returns – Rolling 5 year
All returns are Rand denominated. Performance as at 31 December 2017. Market cap returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Small 25,06 Mid 21,08 Mid 19,32 Mid 12,1 Mid 14,28 Mid 22,05 Small 19,87 Small 13,79 Small 17,93 Small 12,74
Mid 21,05 Small 20,31 Small 16,26 Small 8,31 ALSI 9,41 Small 21,36 Mid 19,01 Top 40 13,19 Mid 15,48 ALSI 11,93
ALSI 19,01 ALSI 20,25 ALSI 15,23 ALSI 8,09 Top 40 8,75 ALSI 19,93 ALSI 15,79 ALSI 12,96 ALSI 12,97 Top 40 11,78
Top 40 18,58 Top 40 20,13 Top 40 14,62 Top 40 7,49 Small 7,48 Top 40 19,57 Top 40 15,16 Mid 11,12 Top 40 12,33 Mid 11,23
Sector Returns – 1 year
All returns are Rand denominated. Performance as at 31 December 2017. Sector returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
SAPI -4,47 RESI 35,47 SAPI 29,62 INDI 10,46 INDI 44,54 INDI 38,12 FINI 27,83 INDI 17,88 RESI 28,93 INDI 25,42
INDI -15,69 INDI 30,65 INDI 26,65 SAPI 8,93 FINI 37,8 FINI 19,83 SAPI 26,64 SAPI 7,99 Pref 18,81 FINI 24,38
FINI -25,72 FINI 27,52 FINI 14,76 Pref 8,39 SAPI 35,88 SAPI 8,39 INDI 17,22 Pref 2,62 SAPI 10,2 SAPI 17,15
RESI -28,41 Pref 14,85 Pref 13,6 FINI 6,63 Pref 4,88 Pref 4,57 Pref -5,61 FINI 1,06 FINI 3,55 RESI 16,77
SAPI 14,07 RESI 12,28 RESI -6,74 RESI 3,1 RESI 2,77 RESI -15,01 RESI -36,37 INDI -8,47 Pref -3,29
Sector Return – Rolling 3 years
All returns are Rand denominated. Performance as at 31 December 2017. Sector returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
SAPI 15,77 SAPI 11,3 SAPI 12,2 INDI 22,27 INDI 26,46 INDI 30,16 INDI 32,77 INDI 24,04 SAPI 14,65 SAPI 11,71
INDI 11,72 INDI 8,98 INDI 11,74 SAPI 17,22 SAPI 24,26 FINI 20,76 FINI 28,28 FINI 15,68 FINI 10,18 INDI 10,61
RESI 9,99 RESI 7,78 RESI 2,88 FINI 15,99 FINI 19,03 SAPI 17,07 SAPI 23,1 SAPI 14,02 INDI 8,14 FINI 9,18
FINI 0,49 FINI -1,62 FINI 2,82 RESI 12,36 Pref 8,9 Pref 5,93 Pref 1,16 Pref 0,43 Pref 4,79 Pref 5,65
Pref 12,25 RESI 2,59 RESI -0,39 RESI -3,43 RESI -17,78 RESI -11,32 RESI -1,42
Sector Return – Rolling 5 years
All returns are Rand denominated. Performance as at 31 December 2017. Sector returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
SAPI 26,88 RESI 25,32 INDI 18,2 SAPI 14,25 INDI 17,37 INDI 29,55 INDI 26,77 INDI 24,96 INDI 20,35 INDI 16,98
INDI 22,45 SAPI 21,57 SAPI 18,06 INDI 12,61 SAPI 15,89 FINI 20,84 SAPI 21,37 FINI 17,86 SAPI 17,29 FINI 14,8
RESI 16,73 INDI 19,78 RESI 15,14 RESI 5,57 FINI 9,82 SAPI 18,86 FINI 20,9 SAPI 17,02 FINI 17,18 SAPI 13,86
FINI 15,63 FINI 11,49 FINI 8,23 FINI 3,1 RESI 0,92 Pref 9,18 Pref 4,97 Pref 2,86 Pref 4,77 Pref 3,08
RESI 8,49 RESI -1,17 RESI -11,78 RESI -5,87 RESI -3,5
Sub Sector Returns – 1 year
All returns are Rand denominated. Performance as at 31 December 2017. Sub sector returns are represented by the respective index returns. Source: Mornigstar
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Consumer Goods -5,86
Health Care 76,77
Consumer Services
42,79
Technology 25,71
Health Care 59,53
Health Care 41,8
Health Care 35,89
Consumer Goods 31,25
Basic Materials
34,24
Consumer Services
52,66
Consumer Services -
10,36
Technology 53,63
Technology 42,32
Consumer Goods 14,66
Consumer Services
48,93
Consumer Goods 41,72
Consumer Services
29,71
Consumer Services
27,12
Industrials 21,55
Financials 20,61
Telecommunication -14,47
Consumer Services
44,95
Consumer Goods 25,92
Telecommunication 11,22
Consumer Goods 42,94
Technology 34,69
Financials 27,28
Technology 8,88
Technology 13,81
Basic Materials
17,9
Health Care -17,01
Basic Materials
38,17
Industrials 24,02
Health Care 8,8
Financials 38,08
Consumer Services
33,59
Consumer Goods 14,1
Financials 3,91
Financials 5,44
Industrials 14,73
Financials -26,17
Consumer Goods 37,43
Health Care 21,07
Consumer Services 8,56
Industrials 36,53
Telecommunication 27,03
Technology 12,68
Industrials -10,07
Telecommunication 4,88
Telecommunication 7,02
Industrials -26,18
Financials 28,03
Telecommunication 19,52
Financials 7,37
Telecommunication 29,94
Industrials 21,5
Telecommunication 9,72
Health Care -10,41
Consumer Services -3,57
Consumer Goods -1,12
Basic Materials -
30,59
Industrials 21,65
Financials 16,56
Industrials -3,43
Technology 29,04
Financials 19,1
Industrials 6,99
Basic Materials -
20,69
Consumer Goods -11,96
Health Care -8,98
Technology -35,53
Telecommunication 10,02
Basic Materials
11,72
Basic Materials -
8,31
Basic Materials
5,37
Basic Materials -
1,84
Basic Materials -
13,39
Telecommunication -28,21
Health Care -12,03
Technology -33,55
Sub Sector Return – Rolling 3 years
All returns are Rand denominated. Performance as at 31 December 2017. Sub sector returns are represented by the respective index returns. Source: Mornigstar
2009 2010 2011 2012 2013 2014 2015 2016 2017
Consumer Goods 14
Consumer Services
22,88
Technology 40,08
Technology 32,17
Health Care 35,02
Health Care 45,4
Consumer Services
30,11
Consumer Services
16,71
Consumer Services
23,23
Health Care 12,53
Health Care 21,1
Health Care 32,54
Consumer Services
32,17
Consumer Goods 32,43
Consumer Services
37,17
Consumer Goods 28,51
Technology 11,77
Financials 9,73
Consumer Services
11,36
Consumer Goods 17,67
Consumer Services
30,98
Health Care 28,08
Technology 29,76
Consumer Goods 32,22
Health Care 19,96
Financials 11,72
Basic Materials
7,87
Telecommunication 10,26
Technology 12,13
Consumer Goods 25,66
Consumer Goods 27,32
Consumer Services
29,27
Financials 27,92
Technology 18,22
Consumer Goods 9,65
Industrials 7,84
Technology 7,03
Telecommunication 4
Financials 17,02
Financials 20Telecommunication 22,44
Technology 25,12
Financials 16,35
Industrials 5,36
Consumer Goods 4,54
Basic Materials
6,95
Industrials 3,65
Telecommunication 13,51
Telecommunication 19,98
Financials 20,87
Telecommunication 21,89
Industrials 5,35
Health Care 2,31
Technology -6,27
Industrials 2,02
Financials 3,29
Industrials 13,36
Industrials 17,81
Industrials 17,01
Industrials 21,08
Telecommunication 0,02
Basic Materials -
2,67
Telecommunication -6,95
Financials -0,88
Basic Materials
2,33
Basic Materials
12,28
Basic Materials
2,58
Basic Materials -
1,75
Basic Materials -
3,6
Basic Materials -
12,31
Telecommunication -6,17
Health Care -10,48
Sub Sector Return – Rolling 5 years
All returns are Rand denominated. Performance as at 31 December 2017. Sub sector returns are represented by the respective index returns. Source: Mornigstar
2011 2012 2013 2014 2015 2016 2017
Technology 17,02
Health Care 25,25
Health Care 39,42
Health Care 32,27
Consumer Services
28,92
Consumer Services 25,9
Consumer Services
26,53
Consumer Services
16,44
Consumer Services
24,57
Technology 36,72
Consumer Services
31,95
Consumer Goods 28,31
Consumer Goods 21,71
Financials 14,91
Consumer Goods 16,42
Consumer Goods 21,7
Consumer Services
34,92
Technology 28,5
Health Care 24,54
Technology 19,4
Consumer Goods 13,06
Health Care 13,42
Technology 17,99
Consumer Goods 32,08
Consumer Goods 27,25
Technology 21,8
Health Care 19,36
Industrials 10,27
Telecommunication 12,25
Financials 10,31
Financials 21,39
Financials 21,24
Financials 18,49
Financials 18,06
Health Care 6,69
Industrials 4,92
Telecommunication 10,2
Industrials 19,3
Telecommunication 19,21
Industrials 9,04
Industrials 14,17
Technology 4,56
Basic Materials
4,62
Industrials 7,99
Telecommunication 19,27
Industrials 16,28
Telecommunication 7,65
Telecommunication 6,4
Telecommunication 2,35
Financials 4,04
Basic Materials
0,69
Basic Materials
7,92
Basic Materials -
1,71
Basic Materials -
8,22
Basic Materials -
0,94
Basic Materials
1,31
+27 (0)10 597 7506
ENQUIRIES@HEWETTWEALTH.CO.ZAWWW.HEWETTWEALTH.CO.ZA
BLOCK 16 B | WILLOWBROOK OFFICE PARKVAN HOOF STREET | RUIMSIG | JOHANNESBURG | 1724
HEWETT WEALTH (PTY) LTD IS AN AUTHORISED FINANCIAL SERVICES PROVIDER | FSP 46645
CONTACT US
DISCLAIME: Hewett Wealth is an authorised financial services provider (FSP Licence Number 46645). All performance related statistics are provided by Morningstar TM. Although every effort is made to ensure the accuracy of the information contained in presentations, it should not be construed as financial advice as defined in the Financial Advisory and Intermediary Services Act. It is important to note that past performance is not indicative of future performance.