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Top-performing US equity funds available in SA

A look at which funds stand out after the past three years.
Image: Shutterstock

There is no question that US equities have been the place to be invested over the past few years. Since October 2015, the S&P 500 has delivered an annualised dollar return of just under 12%.

Many investors would have accessed this return through an index tracker. But how have active managers performed in this market?

To get a sense of the relative performance of US equity funds, Citywire has identified the 10 top-performing US equity funds over the past three years available to South African investors.

Patrick Cairns is South Africa Editor at Citywire, which provides insight and information for professional investors globally.

This article was first published on Citywire South Africa here, and republished with permission.

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Now we are talking – details please Patrick!

I see some info in the charts, but not much. Seems that only one, maybe two, are doing better than the benchmark S&P500: Franklin US Opportunities fund and Sands Capital US Select Growth fund.

Maybe better to stick with S&P500 or NASDAQ.

Which you can buy on the JSE – SATRIX – STXNDQ / CORESHARES CSP500

But remember that these funds underperform the benchmark index after costs.

Of course they did Colson, yet they probably still outperformed 8 of the Top 10 managed funds as shown. So what is the point you are trying to make?

@Colson, probably.
So one can also invest in these on foreign exchanges, which incurs a forex cost.

Must be nice to be able to print your own money, which then flows into your capital market… and magic!

Don’t get any ideas ANC – it doesn’t work if your currency is not the global reserve.

Thank you Patrick.

Now we know which funds are near the top of their cycle.

As they say “past returns is a surefire guarantee for future returns”…

Next I want to see the WORST performing, regional global equity funds 😉 Knowing there’s a larger cyclical upside, than downside.

Half-baked commentary, lacking in substance and insight.

Commentator, your constructive comment is?

The Global Reset is coming….

End of comments.

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