Explore the power of staying invested
Select a return period and chose a fund (or multiple) using our portfolio analysis tool.
We'll show you how that investment performed over time, based on actual historical data. No hype, just real figures.
Select visualisation graph
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Report Date : June 03, 2026 |
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The following analysis shows the performance and risk characteristic of selected funds, combination of funds, selected model portfolios and benchmark.
| 2026-06-03 | Page {PAGENO} of {nb} |
| INN8 Invest is a division of STANLIB Wealth Management (Pty) Ltd, an authorised Financial Services Provider, with licence number 590 under the Financial Advisory and Intermediary Services Act (FAIS). |
Value of initial investment of R100
This graph illustrates the total investment return over a specified period. By examining a cumulative returns graph, investors can observe the overall performance and growth of their investment. It helps visualize the compound effect of returns over time and provides a way to compare different investment strategies or assets. Positive upward trends indicate growth and profit, while downward trends show losses or underperformance. The past performance shown is not necessarily a guide to future performance.
One year rolling returns
This graph displays the historical performance of an investment or portfolio over consecutive rolling periods. A rolling returns graph allows investors to observe the consistency and variability of investment performance over different time frames. By examining the fluctuations in returns, investors can gain insights into the potential risks and rewards associated with their investments.
Three year rolling returns
This graph displays the historical performance of an investment or portfolio over consecutive rolling periods. A rolling returns graph allows investors to observe the consistency and variability of investment performance over different time frames. By examining the fluctuations in returns, investors can gain insights into the potential risks and rewards associated with their investments.
Five year rolling returns
This graph displays the historical performance of an investment or portfolio over consecutive rolling periods. A rolling returns graph allows investors to observe the consistency and variability of investment performance over different time frames. By examining the fluctuations in returns, investors can gain insights into the potential risks and rewards associated with their investments.
This graph illustrates the historical returns of an investment or portfolio over a specified trailing period. A trailing returns graph helps investors evaluate the performance of an investment over different time horizons.
Trailing returns
This graph illustrates the historical alpha of an investment or portfolio over a specified period to date relative to the peer group (category) average. A trailing alpha graph helps investors evaluate the performance of an investment relative to its peers over different time horizons. Unfortunately, these graphs suffer from end-point bias because they are calculated to the latest date available, which means that the most recent performance is included in most of the numbers which over-represents the recent history i.e. the periods are not independent.
Trailing returns alpha
This graph illustrates the allocation of an investment portfolio across different asset classes or investment categories. By examining the asset allocation graph, investors can visually assess how their investment portfolio is diversified across different asset classes. It provides insights into the relative exposure to various investments and helps evaluate the risk and return characteristics of the portfolio.
Asset Allocation
This graph illustrates the allocation of an investment portfolio across different asset classes or investment categories. By examining the asset allocation graph, investors can visually assess how their investment portfolio is diversified across different asset classes. It provides insights into the relative exposure to various investments and helps evaluate the risk and return characteristics of the portfolio.
Asset Allocation and Geography View
This graph illustrates the relationship between the level of risk and the expected returns of different investment portfolios. It helps investors understand the trade-off between risk and potential reward when making investment decisions.
Nominal risk and returns (three year)
*Annualised nominal risk returns
This graph illustrates the relationship between the level of risk and the expected returns of different investment portfolios. It helps investors understand the trade-off between risk and potential reward when making investment decisions.
Nominal risk and returns (five year)
*Annualised nominal risk returns
This graph illustrates the peak-to-trough decline or loss experienced by an investment or portfolio over a given period. It helps investors visualize the magnitude and duration of the drawdowns, which are periods when the investment value decreases from a previous peak.
Absolute Drawdown
This graph illustrates the peak-to-trough decline or loss experienced by an investment or portfolio over a given period. It helps investors visualize the magnitude and duration of the drawdowns, which are periods when the investment value decreases from a previous peak.
Relative Drawdown