SA Market Performance – 31 October 2013

Market Indicators

  • JSE All Share (ALSI) 45,517.56
  • Rand/Euro R 13.61
  • Rand/Pound R 16.07
  • Rand/US Dollar R 10.01
  • Rand/Aus Dollar R 9.48

Equity

  • The FTSE/JSE All Share (ALSI) gained 3.6% on a total return basis for the month and over the 12 months gained 26.2%. Mid Caps (up 5.5%) outperformed Small Caps (4.0%) and Large Caps (up 3.5%).
  • The best-performing sectors were Automobiles & Parts (up 18.2%), Food & Drug Retailing (up 10.8%) and Constructions & Materials (up 10.5%). The worst were Coal Mining (down 6.3%), Industrial Metals (down 5.5%) and Platinum Mining (down 2.8%).
  • Over a 10-year period, Industrials (up 26.2% p.a.) outperformed Financials (up 19.7% p.a.) and Resources (up 12.8% p.a.). The composition of the ALSI as at the end of the month was Industrials 54.6%, Resources 26.2% and Financials 19.3%.

Bonds

  • The All Bond Index gained 0.4% for the month and over the 12 months gained 4.1%. The Inflation-Linked Bond Index gained 1.4% for the month and over the 12 months gained 3.4%.

Property

  • The SA Listed Property Index gained 3.0% for the month and over 12 months gained 18.5%.

Cash

  • Cash returned 0.4% for the month and over the 12 months returned 5.3%. Over a 10-year period, inflation in the form of ECPI has been 5.2% p.a.

International Market Performance

  • The Rand weakened 0.3% against the US Dollar and 0.7% against the Euro in October 2013.
  • The MSCI World Index gained 3.9% on a total return basis in US Dollar terms for the month and over the 12 months gained 26.5%. The MSCI Emerging Markets Index gained 4.9% for the month and over the 12 months gained 6.9%.
  • The best-performing emerging market index from the selection of international equity indices for the month was the MSCI India (up 10.6%), while the worst-performing was the KOPSI (up 1.9%).
  • The best-performing developed market index from the selection of international equity indices for the month was the DAX 30 (up 5.6%), while the worst-performing was the Nikkei 225 (down 0.9%).
  • The US Dollar Platinum price increased 2.8% for the month and over the 12 months declined 7.6%. The US Dollar Gold price declined 0.5% for the month and over the 12 months declined 23.2%. Brent Crude was down 0.9% for the month and over the 12 months declined 0.4%.
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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.