10X MSCI World Index Feeder Fund

The 10X MSCI World Index Feeder Fund provides investors with comprehensive offshore exposure by tracking the MSCI World Index, which captures the performance of large and mid-cap equity securities across 23 developed market countries.

By investing in the dollar-based iShares Developed World Index Fund (UCITS) domiciled in Ireland, this fund aims to closely match the index's performance in ZAR, maximizing long-term capital growth through a diversified global equity portfolio.

Overview

Products:

Risk profile

Agressive

Ideal time horizon

5 years and longer

Annualised returns

14%

Fund size

R 2.4 billion

ASISA classification

Global - Equity - General
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Why choose the 10X MSCI World Index Feeder Fund
  • Gain 100% offshore exposure, diversifying your portfolio across 23 developed market countries.
  • Benefit from the long-term capital growth potential of global equity markets.
  • Invest in a cost-effective, passively managed fund that closely tracks the performance of the MSCI World Index.

Downloads

For Living Annuity investors:

Download Report

For Unit Trust or TFSA investors:

Fund fact sheet

Product Fees

Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X MSCI World Index Feeder Fund for each available product.

Fund holdings and asset allocation

The fund is invested in a diversified portfolio of assets. The fund's asset allocation and exposure to different sectors, issuers, and geographies are shown below if applicable. For more information, please refer to the fund fact sheet.

Sector exposure

INFORMATION TECHNOLOGY (30%)

FINANCIALS (16.4%)

INDUSTRIALS (11.1%)

HEALTH CARE (9.3%)

CONSUMER DISCRETIONARY (8.8%)

COMMUNICATION (7.9%)

CONSUMER STAPLES (4.9%)

ENERGY (4.1%)

MATERIALS (3.5%)

UTILITIES (2.3%)

Geographical exposure

UNITED STATES (72.1%)

JAPAN (5.7%)

CANADA (3.5%)

UNITED KINGDOM (3.5%)

FRANCE (2.4%)

SWITZERLAND (2.3%)

GERMANY (2.2%)

AUSTRALIA (1.6%)

NETHERLANDS (1.4%)

SPAIN (1%)

Fund exposure

Offshore (100%)

Top 10 holdings as a % of fund

NVIDIA CORP5.5%
APPLE INC5.1%
MICROSOFT CORP3.9%
AMAZON.COM INC2.7%
ALPHABET INC-CL A2.2%
BROADCOM INC1.8%
ALPHABET INC-CL C1.7%
META PLATFORMS INC-CLASS A1.4%
TESLA INC1.2%
MICRON TECHNOLOGY INC1.2%

Fund statistics

Positive Months55.7%
Maximum Drawdown-17.9%
Annualised Volatility13.4%
Lowest 12-Month Return-13.3%
Highest 12-Month Return34.2%

Overview

Products:

Risk profile

Agressive

Ideal time horizon

5 years and longer

Annualised returns

14%

Fund size

R 2.4 billion

ASISA classification

Global - Equity - General

Downloads

For Living Annuity investors:

Download Report

For Unit Trust or TFSA investors:

Fund fact sheet

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