Performance Review 31 December 2017 - hewettwealth.co.za€¦ · SA Bonds -0,99 Global Equity -...

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


32,82SA Bonds

15,42SA Property

14,08

SA Bonds 16,97

SA MA High 14,89

SA Equity 18,5Global 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 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



SA MA Low 13,1

SA Property 9,22

Global Bonds 8,3


Global Equity -7,43


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 -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


2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Global Bonds 18,36


SA Property 10,07


20,63Global Equity


26,75Global Equity


13,87SA Property

10,17

SA Property 13,4 SA Property 9,27 SA Bonds 10,01SA Property



23,22Global Equity


28,19SA Property

13,62Global Equity

9,46


Global Bonds 8,14



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 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 MA High 6,1Global Property

5,06



Global Equity -7,6

Global Bonds 1,73




SA Bonds 2,12 SA Equity 4,74Global Bonds

2,61

Asset Class Return – Rolling 5 years


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


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


12,96

SA MA High 15,43

SA MA High 13,05

SA MA High 10,28


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 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


Global Bonds 10,08

SA MA Low 7,96


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 Bonds 7 SA MA Low 9,8 SA Bonds 6,09 SA Bonds 7,34SA Money

Market 6,52





Global Equity 0,86





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


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


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


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


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 Services

48,93


Consumer Services

29,71

Consumer Services

27,12

Industrials 21,55

Financials 20,61

Telecommunication -14,47

Consumer Services

44,95


Telecommunication 11,22


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


Health Care 21,07

Consumer Services 8,56

Industrials 36,53


Technology 12,68

Industrials -10,07



Industrials -26,18

Financials 28,03


Financials 7,37


Industrials 21,5


Health Care -10,41

Consumer Services -3,57


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


Health Care -8,98

Technology -35,53


Basic Materials

11,72

Basic Materials -

8,31

Basic Materials

5,37

Basic Materials -

1,84

Basic Materials -

13,39


Health Care -12,03

Technology -33,55

Sub Sector Return – Rolling 3 years


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 Services

37,17


Technology 11,77

Financials 9,73

Consumer Services

11,36


Consumer Services

30,98

Health Care 28,08

Technology 29,76


Health Care 19,96

Financials 11,72

Basic Materials

7,87


Technology 12,13



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



Financials 20,87


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


Basic Materials -

2,67


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


Health Care -10,48

Sub Sector Return – Rolling 5 years


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



Financials 14,91


Consumer Goods 21,7

Consumer Services

34,92

Technology 28,5

Health Care 24,54

Technology 19,4


Health Care 13,42

Technology 17,99



Technology 21,8

Health Care 19,36

Industrials 10,27


Financials 10,31

Financials 21,39

Financials 21,24

Financials 18,49

Financials 18,06

Health Care 6,69

Industrials 4,92


Industrials 19,3


Industrials 9,04

Industrials 14,17

Technology 4,56

Basic Materials

4,62

Industrials 7,99


Industrials 16,28




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

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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.

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Performance Review 31 December 2017 - hewettwealth.co.za€¦ · SA Bonds -0,99 Global Equity -...

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