South African--Multi Asset--High Equity

 < Back to Index    
Click to view period performances and latest quarter run up to the awards for this sector.
Cumulative performance calculated
31 December 2023 to quarter end ... 		Cumulative performance calculated
31 December 2021 to quarter end ...
Fund NameTERMar 2026RJun 2026RSep 2026R Mar 2026RJun 2026RSep 2026R
10X Your Future Fund A 0.6230.64135--48.7198--
1NVEST High Equity Passive Balanced Fund of Funds A 0.5636.7948--52.1463--
27four Asset Select Fund of Funds A1 1.3032.46105--45.83128--
27four Shariah Balanced Fund of Funds A1 1.6027.95166--36.36172--
3B BCI Prudential Fund of Funds 3B2 2.5332.8799-----
4D BCI Moderate Fund of Funds A 2.2731.82113--46.40124--
7SC BCI Balanced Fund A 1.4919.31195--39.12168--
ABAX Balanced Prescient Fund A1 0.9037.1943--71.8810--
Absa SCI Growth Fund of Funds A 1.9231.05126--44.81133--
Absa SCI Multi Managed Absolute Return Opportunity Fund A 1.4527.74170--46.59122--
Absa SCI Multi Managed Core Growth Fund C 1.4031.92110--47.29115--
ABSA SCI Multi Managed Passive Growth Fund B 0.7835.9661--56.2130--
Accorn BCI Balanced Fund B 1.2930.33141--48.67100--
ADB BCI Flexible Prudential Fund of Funds A 1.7731.76114--44.43138--
AF Aggressive Passive Unit Trust A1 0.3636.4653--52.5360--
AF Performer Managed Unit Trust A 1.2936.4952--51.2471--
AF Real Return Focus Fund A 1.2236.2857--54.9541--
Affinity Ci Growth Fund A 1.7330.62137--42.05155--
Allan Gray Balanced Fund A 1.6442.5314--74.079--
Allan Gray Tax-Free Balanced Fund A 1.4842.0516--74.858--
Alusi RealFin Managed Fund B 0.6932.77100-----
Aluwani BCI Balanced Fund A 1.1637.9935--52.2062--
Amity BCI Managed Select Fund of Funds A 1.8931.83112--46.99118--
Ampersand BCI Balanced Fund of Funds A1 2.0535.2572-----
Amplify SCI Balanced Fund A1 1.1639.7323--58.4421--
Analytics Ci Balanced Fund of Funds A 2.2223.14189--34.91174--
Anchor BCI Diversified Growth Fund A 1.5338.0633--60.5517--
Anchor BCI Managed Fund A 1.5129.81150--43.31146--
APS Ci Managed Growth Fund A1 1.9027.02173--39.34165--
AS Forum BCI Aggressive Fund of Funds A 2.4630.52139--43.16148--
Ashburton Balanced Fund A 1.2935.6564--54.3146--
Assetbase CPI + 6% Prescient Fund of Funds A1 1.2131.98108--48.12105--
AssetMix Ci Balanced Fund A 1.3829.54154--51.2470--
Aureus Nobilis BCI Managed Fund A 2.7928.82161--40.71160--
Autus Prime Balanced Fund A 2.6713.09200--24.44186--
Autus Prime Diversified Fund A 0.8433.1895--47.31114--
Aylett Balanced Prescient Fund A1 1.2125.98181--47.87110--
BCI Best Blend Balanced Fund C 1.2839.4127--50.1478--
Bovest BCI Managed Fund of Funds A 1.5931.92111--46.02127--
Brenthurst BCI Balanced Fund of Funds A 1.6635.5966--48.15103--
Camissa Islamic Balanced Fund A 1.4931.55119--39.34166--
Capita BCI Balanced Fund A 1.0926.44177--49.0792--
Celerity Ci Balanced Fund A 1.4342.5913--62.2016--
Celerity Ci Diversified Fund A 1.0258.392--79.273--
Celtis BCI Managed Fund of Funds A 1.8730.85133--43.87142--
Centaur BCI Balanced Fund A 1.7830.94129--45.73129--
Chrome Ci Growth Fund A 1.0335.5667--53.1955--
Cinnabar SCI Balanced Plus Fund of Funds A 1.8037.9936--55.2139--
Citadel Balanced H4 Fund B1 1.5125.32185--47.67113--
ClucasGray Equilibrium Prescient Fund A1 0.8343.2411--67.0211--
Cogence Discovery Balanced Dynamic Asset Optimiser FoF A 1.9632.55104--43.10150--
Cordatus Balanced Prescient Fund A2 1.2737.9237--54.1748--
Coronation Balanced Plus Fund A 1.6230.05143--46.51123--
Coronation Capital Plus Fund A 1.5526.90176--46.80119--
CS BCI Aggressive Prudential Fund of Funds B 2.4029.91147--44.46137--
CS BCI Prudential Fund of Funds B 2.4426.19178--37.94170--
Custodian IM BCI Balanced Fund A 1.4337.8039--55.2738--
Denker SCI Balanced Fund A 0.9329.53155--57.4826--
Discovery Balanced Fund A 2.0133.2194--41.66158--
Dotport BCI Prudential Fund of Funds A 2.7619.51194--28.91182--
EasyETFs Balanced Actively Managed ETF  59.191--56.9428--
Edgestone Prime Growth Fund A 2.1738.0534--77.374--
Element SCI Balanced Fund A 2.1525.42184--43.01151--
Element SCI Islamic Balanced Fund A 1.9717.91196--22.52187--
Fairtree Balanced Prescient Fund A3 1.7238.9230--62.3115--
Fairtree Invest Strategic Factor Prescient Fund A1 1.0329.45156--51.1972--
FG SCI Neptune Growth Fund of Funds A 1.4931.39123--49.2090--
Fibonacci BCI Balanced Fund B 2.0931.57118--44.18140--
Financial Fitness BCI Balanced Fund of Funds A 1.3130.63136--49.6484--
Fisher Dugmore Ci Balanced Fund A 0.7837.5841--51.0874--
Flagship BCI Balanced Fund A 2.2627.83169--26.15185--
FNB Core Balanced Fund A 0.3736.4054--52.8258--
FNB Growth Fund of Funds B1 1.1636.7850--51.8764--
FNB Multi Manager Balanced Fund A2 1.5139.0728--55.2937--
Foord Balanced Fund B4 1.3929.85149--49.3486--
Fussell Ci Growth Fund A 1.3230.51140-----
FVV Ci Growth Fund of Funds A 1.2731.00128-----
Glacier AI Balanced Fund B 1.2125.73183--44.47136--
Gradidge Mahura Ci Growth Fund A 1.1833.8588--50.6276--
Granate BCI Balanced Fund B 1.0343.2810--77.175--
Graviton SCI Balanced Fund A1 1.5332.22107--48.13104--
GraySwan SCI Aggressive Fund A 1.2129.05157--54.9142--
Gryphon Prudential Fund B 0.508.01202--27.58184--
H4 Diversified Fund B1 0.8134.8377--54.0350--
High Street Balanced Prescient Fund B1 1.2421.76191--39.33167--
Hollard BCI Managed Growth Fund of Funds B 1.5930.18142--42.31153--
Imali BCI Passive Balanced Fund A 1.3424.25188--41.68157--
Interactive Balanced Prescient Fund of Funds A 1.7234.3781-----
Investec BCI Balanced High Equity Fund A 1.5730.01144--53.7151--
Investec BCI Diversified Growth FoF A 1.8337.7040--51.1673--
Investhouse Ci Balanced Fund A 1.6425.29186--40.24161--
JBL SCI Managed Fund of Funds B1 1.4031.48120--50.0381--
Kruger Balanced Prescient Fund A 1.1021.39192--33.81176--
Long Beach Managed Prescient Fund A1 1.5617.88197--29.77181--
Lynx Prime Balanced Fund of Funds A 2.5937.8438--48.10106--
M&G Balanced Fund I 1.7133.8090--52.3061--
Marriott Balanced Fund of Funds A 2.2119.54193--30.02180--
Matrix SCI Balanced Fund B1 0.9939.5326--56.9527--
Median BCI Balanced Fund of Funds A 1.9735.2971--49.7783--
Merchant West SCI Balanced Plus Fund A1 1.6230.88132--49.4785--
Merchant West SCI Managed P&G Fund A 1.2231.97109--48.18102--
Methodical BCI Balanced Fund A 1.6036.0459--52.9857--
MI-PLAN BCI Balanced Plus Fund B5 1.0929.90148--44.03141--
MitonOptimal BCI Active Beta Fund A 1.1135.1473--46.66121--
Momentum Focus 6 Fund of Funds A 1.8235.9462--48.03108--
Momentum Focus 7 Fund of Funds A 1.8336.7949--48.7696--
Momentum Target 6 Fund of Funds A 1.0235.3870--50.1877--
Momentum Target 7 Fund of Funds A 0.9635.7563--50.7375--
Multi Asset BCI Balanced Plus Fund B1 1.2234.8178--49.3287--
MyQ Ci Growth Fund A 1.6731.18125--51.5667--
Nedgroup Investments Balanced Fund A2 1.3241.4719--58.9219--
Nedgroup Investments Core Accelerated Fund B 0.4636.9847--57.6524--
Nedgroup Investments Core Diversified Fund B 0.4536.6151--55.6133--
New Road BCI Enhanced Opportunities Fund A 0.8837.1344-----
New Road BCI Managed Fund of Funds A 1.2834.3282--49.1091--
NFB Ci Managed Fund A 0.8837.0945--54.1449--
NFB Ci Managed Growth Fund of Funds A 1.2629.57153--48.06107--
Ninety One Managed Fund A 1.1731.57117--43.70143--
Ninety One Opportunity Fund A 2.3017.49198--34.70175--
Noble PP BCI Wealth Creator Fund of Funds A 2.7225.26187--32.78177--
Northstar BCI Managed Fund A1 1.6327.44172--45.41132--
Novare High Growth Fund A1 1.4428.52164--44.74134--
Oasis Balanced Unit Trust Fund D 1.7234.2884--48.8995--
Oasis Crescent Balanced High Equity Fund of Funds D 1.8131.60116--41.08159--
Obsidian SCI Balanced Fund B1 1.2545.666--58.0923--
Octagon SCI Growth Fund of Funds B1 1.8132.30106--49.3288--
Old Mutual Balanced Fund A 1.6134.4979--46.67120--
Old Mutual Core Balanced Fund A 0.7038.8431--57.4825--
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds A 2.0232.74101--46.16126--
Old Mutual Multi-Managers Balanced Fund of Funds A 1.9830.90131--43.66144--
Optimum BCI Managed Growth Fund C 1.6330.52138--45.42131--
Ordian Capital BCI Balanced Fund of Funds A 2.0527.87168-----
Otto1890 BCI Balanced Fund A1 1.2226.03180--30.50179--
Oyster Catcher RealFin Balanced Fund A 1.0139.0329--64.8913--
Palmyra BCI Balanced Fund A 1.3830.79134--49.2889--
PBi BCI Balanced Fund of Funds A 1.1636.2158--54.5344--
Perpetua SCI Balanced Fund A 0.9635.4869--55.3136--
Personal Trust Managed Fund A 1.5035.6165--54.3047--
Personal Trust Prudent Fund of Funds A 2.1428.12165--47.18116--
Perspective Balanced Prescient Fund A1 1.2134.0786--62.4014--
PFPS Ci Balanced Fund of Funds A 1.5130.93130--45.45130--
Pinnacle Wealth Balanced Prescient Fund of Funds A1 1.2136.3455--55.1240--
Plexus Wealth BCI Balanced Fund A 1.7925.80182--38.53169--
PMK Managed Prescient Fund of Funds A3 1.4233.8389--51.2868--
PortfolioMetrix BCI Balanced Fund of Funds A 1.1635.4968--55.8132--
PPS Balanced Fund of Funds A2 1.2735.1474--55.4934--
PPS Balanced Passive Fund A2 0.4940.1820--54.9043--
PPS Managed Fund A2 1.2948.215--75.286--
Prescient Balanced Fund A2 0.5136.3156--51.2669--
Prime Shiraz Prudential Aggressive Fund of Funds A 2.1442.8312--59.2718--
Private Capital BCI Managed Fund A 1.4529.01159-----
PrivateClient BCI High Equity Fund B 1.7939.6125--56.3429--
Prowess Balanced 27four Fund A1 1.2151.494-----
PSG Balanced Fund A 1.7945.207--82.232--
PSG Investment Management Growth Fund of Funds D 1.3254.573--89.691--
PSG Wealth Moderate Fund of Funds A 2.3131.01127--47.10117--
PWM Balanced Prescient Fund of Funds A1 1.2833.1796--49.0393--
PWS BCI Moderate Fund of Funds A 1.7931.46122--44.25139--
Quantum BCI Managed Fund C 1.8029.64151--39.81163--
Rebalance SCI Balanced Fund of Funds A 1.8029.98145--42.84152--
Red Oak BCI Balanced Fund A 1.8121.87190--36.01173--
Rezco Managed Plus Fund A 1.6711.26201--28.76183--
Rezco Value Trend Fund A 1.7313.72199--30.82178--
Rowan Capital BCI Balanced Fund of Funds A 1.6836.0260--58.1122--
Roxburgh Ci Balanced Plus Fund of Funds A 1.2333.5491--53.1954--
RSA BCI Balanced Fund A 1.3731.26124--41.96156--
S BRO BCI Managed Fund of Funds A 2.4129.01158--39.40164--
SA Asset Management BCI Balanced Fund of Funds A 1.9838.2432--51.7066--
Sage BCI Long Term Solution FoF A2 1.5133.2493--50.1180--
Sanlam Multi Manager SCI Aggressive Fund of Funds A1 1.3544.488--58.5220--
Sanlam Multi Manager SCI Balanced Fund of Funds A2 1.5734.0985--48.6899--
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds A1 1.2632.64103--48.7697--
Sanlam Multi Manager SCI Moderate Fund of Funds A1 1.1732.68102--49.9682--
Sanlam Private Wealth SCI Balanced Fund 1.8827.91167--43.25147--
Seed Balanced Prescient Fund A1 1.7234.4480--49.0294--
Select BCI Balanced Fund A 1.4339.6624--65.1812--
Select BCI Enhanced Core Balanced Fund A 0.5135.0975--50.1479--
Select Manager BCI Balanced Fund of Funds A 1.7131.46121--47.88109--
Sentio SCI Balanced Fund B3 1.6629.63152-----
Sentio SCI HIKMA Shariah Balanced Fund A1 1.1129.92146--37.74171--
Sequoia BCI Managed Growth Fund of Funds A 1.5733.1198--44.48135--
Signature BCI Balanced Fund of Funds A 2.4631.69115--47.70112--
SIM SCI Managed Aggressive Fund of Funds A1 1.0342.0915--53.2253--
SIM SCI Managed Moderate Aggressive Fund of Funds A1 1.0239.9321--51.7265--
Simplisiti BCI Managed Protector Fund of Funds A 2.0529.00160--43.15149--
Southern Charter BCI Growth Fund of Funds A 1.7737.0546--52.6059--
STANLIB Multi-Asset Growth Fund B1 1.3833.1397-----
Star BCI Balanced Fund A 1.6828.52163--43.40145--
Starfunds.ai BCI Balanced Fund of Funds C 1.5128.61162--46.31125--
Stonehage Fleming Growth Prescient Fund A1 1.8626.04179-----
Sygnia CPI + 6% Fund A 1.4534.0787--48.47101--
Sygnia Skeleton Balanced 70 Fund A 0.4537.5142--55.9431--
Synergy Ci Growth Fund A 1.4327.01174--42.31154--
Trésor SCI Balanced Fund B1 2.0127.56171--40.04162--
TRG Balanced Prescient Fund of Funds A1 1.6334.3083--53.4352--
Visio BCI Balanced Fund A 1.3443.759--75.207--
Wealth Associates BCI Balanced Fund of Funds A 1.2734.8776--55.4235--
Wealthpoint BCI Balanced Fund A 1.2026.90175-----
Wealthworks Prime Managed Fund of Funds A 1.7239.8322--54.4545--
Weaver BCI Balanced Fund of Funds A 1.2441.6318--53.0556--
WellsFaber SCI Balanced Fund of Funds A 1.3033.3592--47.82111--
Woodland Ci Balanced Fund A 1.3542.0317-----
Profile Data Average
 32.94/202/0/049.44/187/0/0