South African--Multi Asset--High Equity

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Click to view period performances and latest quarter run up to the awards for this sector.
Cumulative performance calculated
31 December 2022 to quarter end ...
Cumulative performance calculated
31 December 2020 to quarter end ...
Fund NameTERMar 2025RJun 2025RSep 2025R Mar 2025RJun 2025RSep 2025R
10X Your Future Fund A 0.6332.113438.016945.638862.872670.164979.5560
1NVEST High Equity Passive Balanced Fund of Funds A 0.5630.814839.604349.703559.225369.925582.2147
27four Asset Select Fund of Funds A1 1.1928.329437.018745.998150.8112661.0212271.58111
27four Shariah Balanced Fund of Funds A1 1.6715.6919121.8519129.8418933.8517340.9717550.22174
3B BCI Prudential Fund of Funds 3B2 2.6828.059938.725445.01101---
4D BCI Moderate Fund of Funds A 2.2422.8617731.7416939.6816153.169864.238974.1390
ABAX Balanced Prescient Fund A1 0.9041.11552.93558.65897.701114.261122.271
Absa SCI Growth Fund of Funds A 1.9632.393039.364445.668753.399661.4611668.76135
Absa SCI Multi Managed Absolute Return Opportunity Fund A 1.4829.008336.449641.5814153.179762.0010868.11137
Absa SCI Multi Managed Core Growth Fund C 1.4131.244238.166545.489153.888961.9910970.58122
ABSA SCI Multi Managed Passive Growth Fund B 0.8235.431045.151354.801462.642774.312885.9028
Accorn BCI Balanced Fund B 1.3325.5215233.5314942.7612651.2812160.9412572.06109
ADB BCI Flexible Prudential Fund of Funds A 1.7825.0715432.7516140.2915851.8011561.1312170.28126
AF Investments Aggressive Passive Unit Trust A1 0.3529.497338.565849.373958.135869.215982.4043
AF Investments Performer Managed Unit Trust A 1.1527.4411136.779246.287753.729364.978376.4480
AF Investments Real Return Focus Fund A 1.2123.5317130.8317539.3516855.747364.948475.6882
Affinity Ci Growth Fund A 1.7330.844737.727544.7710845.8315753.5016061.36161
Allan Gray Balanced Fund A 1.6629.477440.163948.864468.331682.241493.5413
Allan Gray Tax-Free Balanced Fund A 1.4829.656740.243848.914367.571781.261692.4715
Alusi RealFin Managed Fund B 0.6936.74742.332249.5736---
Aluwani BCI Balanced Fund A 1.1529.197836.759348.4150---
Amity BCI Managed Select Fund of Funds A 1.9025.5315132.2716439.1516954.068562.3310470.77120
Ampersand BCI Balanced Fund of Funds A1 1.9629.567137.508147.1763---
Amplify SCI Balanced Fund A1 1.1626.7112735.7210947.815259.994371.374086.6325
Analytics Ci Balanced Fund of Funds A 2.2122.9517628.1318533.4518544.2816250.3616756.60168
Anchor BCI Diversified Growth Fund A 1.4732.153341.532851.532264.782176.482488.9518
Anchor BCI Managed Fund A 1.5033.721742.182448.684653.739163.459570.93119
APS Ci Managed Growth Fund A1 1.9023.4717328.9918135.8717848.3214854.9515363.21153
AS Forum BCI Aggressive Fund of Funds A 1.9425.6614833.4315341.7413748.6014657.7914267.62139
Ashburton Balanced Fund A 1.4428.579035.8110544.8810453.839062.5010373.3599
Assetbase CPI + 6% Prescient Fund of Funds A1 1.2624.1216731.8916840.2915752.9710162.5410272.90102
AssetMix Ci Balanced Fund A 1.4030.685039.294546.167959.964570.504578.9268
Aureus Nobilis BCI Managed Fund A 2.5625.0715331.2217338.5217247.0215354.2615462.83155
Autus Prime Balanced Fund A 2.6427.1112031.1217435.1818139.1117043.5017347.95175
Autus Prime Diversified Fund A 0.8031.593735.5811245.279555.137559.8413071.26114
Aylett Balanced Prescient Fund A1 1.2222.2818233.0015733.2818683.61699.706100.129
BCI Best Blend Balanced Fund C 1.2526.2213433.9714446.836849.3214158.4713873.6994
Bovest BCI Managed Fund of Funds A 1.5627.9110336.0810345.0210050.4113460.0112870.52124
Brenthurst BCI Balanced Fund of Funds A 1.8027.2011735.8810444.6111047.2015257.2514467.35142
Camissa Balanced Fund A 1.5133.002346.791057.04960.254076.862389.2117
Camissa Islamic Balanced Fund A 1.5013.8719420.5319327.8519143.3916651.7916461.01165
Capita BCI Balanced Fund A 1.2924.4116233.3215541.3714757.906169.206079.4262
Celerity Ci Balanced Fund A 1.4229.217639.264649.803358.145770.454683.3541
Celerity Ci Diversified Fund A 0.8827.9710140.663459.846---
Celtis BCI Managed Fund of Funds A 1.8528.179534.6713241.0415049.0814256.6514964.05150
Centaur BCI Balanced Fund A 2.1238.36647.34853.121662.532973.083279.8857
Chrome Ci Growth Fund A 1.0332.293240.363748.694559.454969.186279.2365
Cinnabar SCI Balanced Plus Fund of Funds A 1.8829.646838.266349.074156.047066.417579.4261
Citadel Balanced H4 Fund B1 1.5329.706536.199943.0012258.025965.937774.2289
ClucasGray Equilibrium Prescient Fund A1 0.8529.028238.066746.427673.361185.501196.7410
Cogence Discovery Balanced Dynamic Asset Optimiser FoF A 2.0127.0112136.1310245.449451.3112062.1710673.26100
Cordatus Balanced Prescient Fund A2 1.3027.5210936.609545.249659.255270.594481.3849
Coronation Balanced Plus Fund A 1.6333.002447.37755.111258.375575.482584.7032
Coronation Capital Plus Fund A 1.5533.491845.021451.802153.669466.947074.7486
CS BCI Aggressive Prudential Fund of Funds B 2.6125.7814134.2813841.6414043.9816353.7115862.14159
CS BCI Prudential Fund of Funds B 2.5723.1417531.2417237.2817535.5817244.5017151.15172
Custodian IM BCI Balanced Fund A 1.3731.144340.064050.233053.139963.559275.4385
Denker SCI Balanced Fund A 0.9531.014539.134944.8210674.92985.76993.3614
Discovery Balanced Fund A 2.0022.5118033.0615642.8512446.1515558.7313570.42125
Dotport BCI Prudential Fund of Funds A 2.5920.6218826.6118830.3318839.2716946.1917050.48173
EasyETF Balanced Actively Managed ETF  23.8316945.601268.55530.7917853.7715778.0271
Edgestone Prime Growth Fund A 2.9852.28363.19473.62376.39889.038101.118
Element SCI Balanced Fund A 2.1324.5016132.8216039.5116452.7010562.909971.11117
Element SCI Islamic Balanced Fund A 1.9811.6719714.3419718.3319332.0817635.2417939.96179
Fairtree Balanced Prescient Fund A1 1.2729.726438.296250.752760.643671.264186.6823
Fairtree Balanced Prescient Fund A3 0.8729.048137.7274----
Fairtree Invest Strategic Factor Prescient Fund A1 1.0728.578936.938847.485758.865469.196182.2246
FAL BCI Balanced Fund A 1.6434.501445.881152.381865.552079.551887.5521
FG SCI Neptune Growth Fund of Funds A 1.4924.9715633.4615239.9815953.1110063.519471.50113
Fibonacci BCI Balanced Fund B 1.3129.048032.8415941.0714946.1315650.4316559.75166
Financial Fitness BCI Balanced Fund of Funds A 1.2932.922539.964147.346049.3314057.2414565.54145
Fisher Dugmore Ci Balanced Fund A 0.7932.642642.332352.361951.7911662.8810074.3687
Flagship BCI Balanced Fund A 2.2219.3819030.4717839.4416630.2817942.3817452.18170
FNB Core Balanced Fund A 0.3329.577037.837248.4849---
FNB Growth Fund of Funds B1 1.1730.046039.214748.155158.275669.435780.3155
FNB Multi Manager Balanced Fund A2 1.4625.7314435.3012043.9711557.836269.845680.7253
Foord Balanced Fund B4 1.4429.507235.5511343.4911951.2112258.2713967.53140
Glacier AI Balanced Fund B 1.1935.291140.763249.0242---
Gradidge Mahura Ci Growth Fund A 1.2433.831641.692749.4138---
Granate BCI Balanced Fund B 1.0549.42466.27370.61486.035107.013112.424
Graviton SCI Balanced Fund A1 1.5327.1411935.5011442.4812953.918864.039072.47105
GraySwan SCI Aggressive Fund A 1.2432.602740.673347.196270.721381.111789.5116
Gryphon Prudential Fund B 0.5214.4719315.4319617.3119431.1717732.2718034.43180
H4 Diversified Fund B1 0.8230.145938.456047.675460.643770.904382.2844
High Street Balanced Prescient Fund B1 1.2669.41294.41295.17255.867278.861979.5659
Hollard BCI Managed Growth Fund of Funds B 1.6223.9116832.1616539.7516050.4713260.4812769.70130
Imali BCI Passive Balanced Fund A 1.2828.618835.6611141.8213652.9010361.2911968.61136
Interactive Balanced Prescient Fund of Funds A 1.8522.1718329.3618039.66162---
Investec BCI Balanced High Equity Fund A 1.5230.435638.455945.579062.622872.623481.5048
Investec BCI Diversified Growth FoF A 1.7330.694937.657845.778459.594768.096478.0172
Investhouse Ci Balanced Fund A 1.6330.445535.8010740.8015250.6613056.8414662.61156
JBL SCI Managed Fund of Funds B1 1.4528.069835.7111042.7412752.4110861.5111569.88127
Kruger Balanced Prescient Fund A 1.0924.9315830.5317736.4817747.4915054.1115561.13164
Long Beach Managed Prescient Fund A1 1.5975.571104.111105.66152.1211176.862278.2070
Lynx Prime Balanced Fund of Funds A 2.6027.2911335.3411845.139952.1311061.7511473.4697
M&G Balanced Fund I 1.7027.1811836.1710045.938262.932474.462786.9622
Marriott Balanced Fund of Funds A 2.2021.0718725.8418929.5319033.1317438.3817742.43177
Matrix SCI Balanced Fund B1 1.0027.9510234.6013345.928361.793370.214884.5134
Median BCI Balanced Fund of Funds A 2.0327.7910635.2112345.169854.568163.549375.5783
Merchant West SCI Balanced Plus Fund A1 1.6224.9415731.9416739.6416350.0813658.5013767.74138
Merchant West SCI Managed P&G Fund A 1.2128.079735.4811535.7317973.311283.341283.6839
Methodical BCI Balanced Fund A 1.6526.9912334.0814243.9911450.8312559.2413471.01118
MI-PLAN BCI Balanced Plus Fund B5 1.0926.2613333.4615140.7015442.1016850.2016858.35167
MitonOptimal BCI Active Beta Fund A 0.9526.9712433.8414542.4713044.5216152.3416362.16158
Momentum Focus 6 Fund of Funds A 1.8225.6714734.7913144.8910350.8812461.8311373.9591
Momentum Focus 7 Fund of Funds A 1.8325.6814635.3911746.018052.5110664.298877.1876
Momentum Target 6 Fund of Funds A 1.0126.1813634.9612944.8110751.5111962.0510773.8892
Momentum Target 7 Fund of Funds A 0.9525.7214535.1912545.469252.9710264.488676.9979
Multi Asset BCI Balanced Plus Fund B1 1.2328.139636.419745.618952.0911261.9311272.84103
MyQ Ci Growth Fund A 1.7026.6612835.2812242.9812356.806667.486777.0178
Nedgroup Investments Balanced Fund A2 1.3222.1418434.1614044.4711252.4710767.476880.3554
Nedgroup Investments Core Accelerated Fund B 0.4735.111344.581554.911369.631581.521594.4812
Nedgroup Investments Core Diversified Fund B 0.4533.162241.812651.892063.212373.823186.1827
New Road BCI Managed Fund of Funds A 1.2827.7110738.066848.504848.7214560.7712672.93101
NFB Ci Managed Fund A 0.8829.207737.627947.525655.617465.767977.6873
NFB Ci Managed Growth Fund of Funds A 1.2630.625239.174844.9410256.396966.627273.5496
Ninety One Managed Fund R 1.1724.9015935.1712641.9813242.1316753.8115661.56160
Ninety One Opportunity Fund A 2.1031.333938.855341.9813150.7912759.4313363.02154
Noble PP BCI Wealth Creator Fund of Funds A 2.7722.6717829.6817935.6918028.2918035.6217841.91178
Northstar BCI Managed Fund A1 1.5931.004638.925143.2512056.856566.337671.52112
Novare High Growth Fund A1 1.5224.3616333.3715438.7917152.8010463.879170.54123
Oasis Balanced Unit Trust Fund D 1.6922.6117928.3418438.4717350.2913557.3114369.73129
Oasis Crescent Balanced High Equity Fund of Funds D 1.7619.4518925.1819034.3018443.5016550.3916661.34162
Obsidian SCI Balanced Fund B1 1.2526.2013535.3311945.449353.998765.138277.4774
Octagon SCI Growth Fund of Funds B1 1.8525.7514334.5713541.5814250.4413361.0012469.38132
Old Mutual Balanced Fund A 1.6025.9713933.6914741.4914453.459562.8510172.35106
Old Mutual Core Balanced Fund A 0.7033.272143.601654.201561.343473.853086.6824
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds A 2.0026.1613735.1912444.1211354.418265.478076.4081
Old Mutual Multi-Managers Balanced Fund of Funds A 1.9725.6514933.7414641.8413551.5911861.3511871.12116
Optimum BCI Managed Growth Fund C 1.5526.9312534.5913443.2212154.058663.359673.8293
Oyster Catcher RealFin Balanced Fund A 0.9736.49946.99956.601070.091483.181395.1511
Palmyra BCI Balanced Fund A 1.6425.6015034.3213743.5411851.7511762.2910573.4298
PBi BCI Balanced Fund of Funds A 1.1430.225839.864248.514760.433872.313682.9642
Perpetua SCI Balanced Fund A 0.9728.539138.017047.355960.353972.193783.8437
Personal Trust Managed Fund A 1.4929.137936.669446.547159.375068.676380.8652
Personal Trust Prudent Fund of Funds A 2.1426.5813036.419841.6613860.224172.673379.3263
Perspective Balanced Prescient Fund A1 1.2435.201243.061747.156488.77499.745105.466
PFPS Ci Balanced Fund of Funds A 1.5523.2617431.6117039.4216749.3513959.4713268.93134
Pinnacle Wealth Balanced Prescient Fund of Funds A1 1.1931.304040.523550.692862.533073.932986.5226
Plexus Wealth BCI Balanced Fund A 1.7326.4213132.4516338.1517450.6712957.8514164.65148
PMK Managed Prescient Fund of Funds A3 1.4333.351942.552150.612964.122275.442685.3530
PortfolioMetrix BCI Balanced Fund of Funds A 1.1631.893541.212950.802560.663572.023883.7038
PPS Balanced Fund of Funds A2 1.2729.756338.216446.277866.921877.812088.1719
PPS Balanced Passive Fund A2 0.4929.666638.086649.793459.734670.105184.5233
PPS Managed Fund A2 1.3033.931542.631956.311174.231085.5510103.347
Prescient Balanced Fund A2 0.4833.282042.811852.461756.586767.776679.1066
Prime Shiraz Prudential Aggressive Fund of Funds A 2.0727.2711437.198446.996659.325171.733984.0036
PrivateClient BCI High Equity Fund B 1.8727.6010834.4713646.457355.947164.358778.9967
PSG Balanced Fund A 1.7930.665141.882546.427593.362109.982116.703
PSG Investment Management Growth Fund of Funds D 1.3731.284142.562050.852489.413105.674117.642
PSG Wealth Moderate Fund of Funds A 2.3127.4511037.508244.5911154.728066.937175.5484
PWM Balanced Prescient Fund of Funds A1 1.2729.866138.915247.0065---
PWS BCI Moderate Fund of Funds A 1.7628.379335.0312741.5214348.9614456.6914864.22149
Quantum BCI Managed Fund C 1.8024.6716031.3817140.8115144.6715952.4716263.41152
Rebalance SCI Balanced Fund of Funds A 1.6927.3611234.2613940.3215648.4814756.5215063.58151
Red Oak BCI Balanced Fund A 1.6523.7717028.8918331.5618743.7716449.7216952.82169
Rezco Managed Plus Fund A 1.7513.1619516.8119414.9119516.7418220.4918218.54182
Rezco Value Trend Fund A 1.8211.7819615.6819514.8519617.1018121.1918120.32181
Rowan Capital BCI Balanced Fund of Funds A 1.7932.602838.715546.796961.943269.415879.2764
Roxburgh Ci Balanced Plus Fund of Funds A 1.2430.485439.105046.946759.484870.025279.5958
RSA BCI Balanced Fund A 1.3123.4717232.5916240.5315544.9815855.6815265.00147
S BRO BCI Managed Fund of Funds A 2.4422.0418528.9218236.8917644.6316052.7816162.22157
SA Asset Management BCI Balanced Fund of Funds A 2.0432.542940.473650.792650.5213159.5313171.25115
Sage BCI Long Term Solution FoF A2 1.6325.9514033.6414841.4314651.9811361.2512070.65121
Sanlam Multi Manager SCI Aggressive Fund of Funds A1 1.3927.9810038.356149.873257.246369.985384.1335
Sanlam Multi Manager SCI Balanced Fund of Funds A2 1.7524.2316533.5215040.7815351.9611463.329772.21107
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds A1 1.2927.2611536.869042.6612854.897866.587373.6495
Sanlam Multi Manager SCI Moderate Fund of Funds A1 1.1826.3713235.0112841.8513450.7112861.0112369.18133
Sanlam Private Wealth SCI Balanced Fund 1.8825.0315530.6517639.5016550.0013756.7514767.36141
Sasfin BCI Prudential Fund A1 1.1915.0819221.3019226.6319232.5617539.7317645.86176
Seed Balanced Prescient Fund A1 1.7831.513838.575747.306153.729261.9811072.19108
Select BCI Balanced Fund A 1.4429.626937.967150.183159.984470.274785.3629
Select BCI Enhanced Core Balanced Fund A 0.5028.948636.938945.758560.064269.975480.9251
Select Manager BCI Balanced Fund of Funds A 1.7328.978537.697645.688654.338464.778574.3488
Sentio SCI Balanced Fund B3 1.6821.7118626.7118734.53182---
Sentio SCI HIKMA Shariah Balanced Fund A1 1.1122.3918127.8818634.3418346.9615453.5615961.32163
Sequoia BCI Managed Growth Fund of Funds A 1.5924.1416632.1116641.4414549.0214358.5913669.79128
Signature BCI Balanced Fund of Funds A 2.4227.2311635.4011643.5911752.1910961.9611171.76110
SIM SCI Managed Aggressive Fund of Funds A1 1.0426.0913835.8110647.485857.956070.125084.7431
SIM SCI Managed Moderate Aggressive Fund of Funds A1 1.0326.5812935.7910846.507256.466867.836581.0750
Simplisiti BCI Managed Protector Fund of Funds A 2.1125.7714234.8913041.9313347.3915158.0714066.33144
Southern Charter BCI Growth Fund of Funds A 1.8727.0012235.2912143.7511666.111976.942188.0020
STANLIB Multi-Asset Growth Fund B1 1.3830.565337.787346.4574---
Star BCI Balanced Fund A 1.7327.9010434.0014341.1514836.9917143.5317251.18171
Starfunds.ai BCI Balanced Fund of Funds C 1.5626.7612634.1514142.8112562.872572.383583.5040
Sygnia CPI + 6% Fund A 1.4528.389237.088646.777051.1812361.4211772.83104
Sygnia Skeleton Balanced 70 Fund A 0.4631.104440.783151.032355.007666.447478.5669
Synergy Ci Growth Fund A 1.4329.397536.1310141.6513954.867962.949869.54131
Trésor SCI Balanced Fund B1 2.0124.3316432.9515839.0617049.5313859.9012967.24143
TRG Balanced Prescient Fund of Funds A1 1.6028.638736.779144.8410557.216467.166977.0277
Visio BCI Balanced Fund A 1.4536.56849.04658.87779.97796.437109.375
Wealth Associates BCI Balanced Fund of Funds A 1.3931.623638.605647.695362.423171.034282.2545
Wealthpoint BCI Balanced Fund A 1.2030.365737.667744.63109---
Wealthworks Prime Managed Fund of Funds A 1.7328.998437.568047.535554.997765.308177.2775
Weaver BCI Balanced Fund of Funds A 1.1727.8010537.278349.124054.418365.857880.1756
WellsFaber SCI Balanced Fund of Funds A 1.3029.826237.188545.199747.6214956.0015165.11146
Woodland Ci Balanced Fund A 1.3132.353140.913049.4237---
Profile Data Average
 28.44/19736.89/19744.99/19654.63/18264.85/18274.53/182