SA Market Performance – 30 April 2013

Market Indicators

  • JSE All Share (ALSI) 38,735.00
  • Rand/Euro R 11.82
  • Rand/Pound R 13.95
  • Rand/US Dollar R 8.98
  • Rand/Aus Dollar R 9.31

Equity

  • The FTSE/JSE All Share (ALSI) declined 2.5% on a total return basis for the month and over the 12 months gained 16.1%. Small Caps (up 1.2%) outperformed Mid Caps (down 0.3%) and Large Caps (down 3.0%).
  • The best-performing sectors were Real Estate Investment & Services (up 8.5%), Travel & Leisure (up 6.4%) and Real Estate Investment Trusts (up 5.3%). The worst were Gold Mining (down 19.3%), Fixed Line Telecommunications (down 14.7%), and Coal Mining (down 13.2%).
  • Over a 10-year period, Industrials (up 27.5% p.a.) outperformed Financials (up 20.4% p.a.) and Resources (up 14.5% p.a.). The composition of the ALSI as at the end of the month was Industrials 51.8%, Resources 27.0% and Financials 21.2%.

Bonds

  • The All Bond Index gained 4.1% for the month and over the 12 months gained 16.9%. The Infl ation-Linked Bond Index gained 2.3% for the month and over the 12 months gained 19.3%.

Property

  • The SA Listed Property Index gained 7.4% for the month and over 12 months gained 43.7%.

Cash

  • Cash returned 0.4% for the month and over the 12 months returned 5.4%. Over a 10-year period, infl ation in the form of ECPI has been 5.3% p.a.

International Market Performance

  • The Rand strengthened 2.9% against the US Dollar and weakened 0.1% against the Euro in April 2013.
  • The MSCI World Index gained 3.2% on a total return basis in US Dollar terms for the month and over the 12 months gained 17.4%. The MSCI Emerging Markets Index gained 0.8% for the month and over the 12 months gained 4.3%.
  • The best-performing emerging market index from the selection of international equity indices for the month was the MSCI India (up 4.2%), while the worst-performing was the MSCI Russia (down 2.1%).
  • The best-performing developed market index from the selection of international equity indices for the month was the Nikkei 225 (not TR) (up 7.9%), while the worst-performing was the S&P 500 (up 1.9%).
  • The US Dollar Platinum price declined 4.4% for the month and over the 12 months declined 4.0%. The US Dollar Gold price declined 8.0% for the month and over the 12 months declined 11.6%. Brent Crude declined 8.9% for the month and over the 12 months declined 16.9%.
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Posted in Investment Review

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The investment objective of the STANLIB Global Property Feeder Fund is to maximise long term total return, both capital and income growth.