South African--Multi Asset--Low 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 Defensive Fund A 0.6426.4195--43.7671--
1NVEST Low Equity Passive Balanced Fund of Funds A 0.5430.4043--46.6641--
27four Stable Fund of Funds A1 1.2230.2248--44.6661--
3B BCI Cautious Managed Fund A 2.9728.7365--46.5042--
3B BCI Stable Fund of Funds 3B2 1.9921.75129-----
4D BCI Cautious Fund of Funds A 2.0926.3297--40.3396--
ABAX Absolute Prescient Fund A 0.8026.7091--48.6929--
ABAX SA Absolute Prescient Fund A1 0.7131.5927--51.8413--
Absa SCI Multi Managed Core Preserver Fund C 1.3628.0279--46.0050--
ABSA SCI Multi Managed Passive Preserver Fund B 0.6830.9135--50.1418--
ABSA SCI Preserver Fund of Fund A 1.7528.6268--44.6660--
AF Conservative Passive Unit Trust A1 0.3632.3117--49.8922--
AF Conserver Managed Unit Trust A 1.1631.8122-----
Affinity Ci Cautious Fund A 1.5429.2258--42.6680--
Allan Gray Optimal Fund A 1.1819.88136--30.79130--
Allan Gray Stable Fund A 1.6131.0333--54.889--
Amity BCI Steady Growth Fund of Funds A 1.7526.6893--41.8786--
Ampersand BCI Cautious Fund of Funds A1 1.8430.2250-----
Amplify SCI Defensive Balanced Fund A1 0.9432.4813--51.8414--
Amplify SCI Wealth Protector Fund B5 1.0437.294--62.553--
Analytics Ci Cautious Fund of Funds A 2.0017.83137--28.45131--
Anchor BCI Diversified Stable Fund A 1.2233.3410--54.6410--
APS Ci Cautious Fund A1 1.9020.25135--32.20128--
Argon BCI Absolute Return Fund A 2.8729.3956--44.3263--
Ashburton Targeted Return Fund B4 1.0031.0932--49.4127--
Assetbase CPI + 2% Prescient Fund of Funds A1 1.0828.3173--46.2745--
AssetMix Ci Conservative Fund A 1.3026.6892--44.0966--
Aureus Nobilis BCI Cautious Fund A 2.7724.81109--38.93105--
Autus Prime Cautious Fund A 1.0222.20126--36.39117--
Autus Prime Stable Fund A 2.4313.70140--27.30133--
BCI Best Blend Cautious Fund C 1.3828.2575--39.35102--
Bovest BCI Conservative Fund of Funds A 1.4827.9581--42.6181--
Camissa Stable Fund A 1.4744.771--65.631--
Capita BCI Cautious Fund A 1.0826.01101--41.7987--
Celerity Ci Conservative Fund A 1.2224.81108--41.2992--
Celtis BCI Conservative Fund of Funds A 1.7427.9082--42.5282--
Cinnabar SCI Stable Fund of Funds A 1.7429.8853--47.9833--
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A 1.7330.4642--45.1056--
Constellation Protected Growth Prescient Fund A1 1.0320.76133--33.32127--
Coronation Balanced Defensive Fund A 1.5024.17114--43.6975--
Denker SCI Stable Fund A 0.9727.2089--46.1047--
Dinamika BCI Conservative Fund of Funds A 2.9728.2674--41.0593--
Discovery Cautious Balanced Fund A 1.6528.6767--37.37113--
Dotport BCI Cautious Fund of Funds A 2.6423.97115--34.97122--
Dynasty Ci Wealth Preserver Fund A2 1.2122.10128--38.98104--
Edge BCI Cautious Fund of Funds A 1.6329.0063--43.7770--
Edgestone Prime Preserver Fund A1 1.4139.062--55.947--
Element SCI Real Income Fund A 1.8227.7984--46.0049--
Fairtree BCI Select Cautious Fund A 1.2531.7723--56.826--
FAL BCI Stable Fund of Funds A 2.0617.29138--33.43126--
FG SCI Venus Cautious Fund of Funds A 1.1726.3496--44.9358--
Fibonacci BCI Temperate Fund C 1.7430.2249-----
Financial Fitness BCI Stable Fund of Funds A 1.2124.50111--40.4895--
FNB Stable Fund of Funds B1 0.8832.3216--50.0619--
FVV Ci Conservative Fund of Funds A 1.1829.1560-----
Gradidge Mahura Ci Cautious Fund A 1.1231.6026--49.4226--
Graviton SCI Low Equity Fund A1 1.5528.0677--44.7759--
GraySwan SCI Cautious Fund A 1.2221.45131--43.7174--
H4 Stable Fund B1 0.8131.1131--49.8223--
Hollard BCI Conservative Growth Fund of Funds B 1.5626.4294--41.3191--
Investhouse Ci Cautious Fund A 1.6523.75117--37.53111--
Kruger Prudential Prescient Fund A 1.0722.90123--36.26119--
Laurium Stable Prescient Fund A2 1.6631.5928--50.8317--
Lynx Prime Cautious Fund of Funds A 2.5127.9780--40.2997--
M&G Inflation Plus Fund I 1.6430.5540--47.2138--
Merchant West SCI Cautious Fund A1 1.4431.9819--54.1711--
Merchant West SCI Stable P&G® Fund A 1.2431.7124--48.2731--
MI-PLAN BCI Balanced Defensive Fund B5 1.1032.5212--47.2637--
Mianzo CPI + 3% 27four Fund A1 0.6833.748--55.238--
MitonOptimal BCI Diversified Income Fund of Funds B2 1.8321.47130--33.58125--
MM BCI Cautious Fund of Funds A 1.9429.8554--43.9767--
Momentum Focus 3 Fund of Funds A 1.8032.0618--43.7173--
Momentum Target 3 Fund of Funds A 1.1031.6525--46.4243--
Montrose BCI Cautious Fund of Funds A 2.7622.21125--34.36123--
Multi Asset BCI Balanced Defensive Fund B1 1.1730.0952--45.4954--
Nedgroup Investments Core Guarded Fund B 0.4530.7338--48.6430--
Nedgroup Investments Stable Fund C 1.9423.75116--39.44101--
New Road BCI Stable Fund of Funds A 1.2829.1759--47.9035--
NFB Ci Defensive Fund of Funds A 1.2628.0478--45.7252--
NFB Ci Stable Fund A 0.9932.3815--51.1116--
Ninety One Cautious Managed Fund A 1.6423.47118--36.63116--
Noble PP BCI Strategic Income Fund of Funds A 2.7122.55124--33.92124--
Oasis Balanced Stable Fund of Funds D 1.7532.8411--41.3989--
Oasis Crescent Balanced Stable Fund of Funds D 1.7623.29121--31.37129--
Octagon SCI Cautious Fund of Funds B1 1.6326.3098--43.2879--
Old Mutual Capital Builder Fund A 1.4722.14127--27.82132--
Old Mutual Core Conservative Fund A 0.7131.9420--47.6436--
Old Mutual Multi-Managers Cautious Fund of Funds A 1.7225.97104--38.52108--
Old Mutual Stable Growth Fund A 1.5524.72110--37.57110--
Optimum BCI Stable Fund C 1.5327.2287--41.7988--
Otto1890 BCI Stable Fund A 0.8830.8636--49.9121--
Oyster Catcher RealFin Stable Fund A 0.8935.227--60.424--
Palmyra BCI Stable Fund A 1.1829.1561--45.0357--
PBi BCI Conservative Fund of Funds A 1.1128.7166--46.4144--
Personal Trust Conservative Managed Fund A 1.4729.3957--46.8739--
PFPS Ci Cautious Fund of Funds A 1.3325.48106--41.3290--
Platinum BCI Income Provider Fund of Funds A 2.0920.55134--35.04121--
Plexus Wealth BCI Conservative Fund A 1.7930.2447--47.9334--
PMK Stable Prescient Fund of Funds A1 1.6128.3672--43.4777--
PortfolioMetrix BCI Cautious Fund of Funds A 1.0432.4814--51.5315--
PPS Conservative Fund of Funds A2 1.1827.1990--42.2383--
PPS Defensive Fund A2 1.1330.2546--46.1048--
Prime Cabernet Stable Fund of Funds A 2.1331.2030--44.1665--
PrivateClient BCI Low Equity Fund B 1.6435.776--52.0612--
PSG Investment Management Cautious Fund of Funds D 1.2037.973--64.452--
PSG Stable Fund A 1.7833.629--59.465--
PSG Wealth Preserver Fund of Funds C 2.9822.90122--35.43120--
PWS BCI Cautious Fund of Funds A 1.7923.33119--36.93115--
Quantum BCI Capital Plus Fund of Funds A 1.9323.32120--36.27118--
Rebalance SCI Cautious Fund of Funds A 1.7725.33107--39.51100--
Rezco Stable Fund C 1.2316.59139--36.95114--
Roxburgh Ci Conservative Fund of Funds A 1.1427.8783--44.5162--
RSA BCI Cautious Fund C 1.4825.99103--37.47112--
S BRO BCI Defensive Fund of Funds A 2.5626.10100--39.6499--
SA Asset Management BCI Cautious Fund A 1.8828.4770--41.9784--
Sanlam Investment Management SCI Inflation Beater Fund A 1.4621.39132--37.61109--
Sanlam Multi Manager SCI Cautious Fund of Funds A1 1.1830.7837--49.9320--
Sanlam Multi Manager SCI Conservative Fund of Funds A1 1.1725.99102--43.7869--
Sanlam Multi Manager SCI Defensive Fund of Funds A2 1.6230.2151--48.9528--
Seed Stable Prescient Fund A1 1.6231.4729--49.5924--
Select BCI Enhanced Core Cautious Fund A 0.5629.8555--45.4255--
Select Manager BCI Cautious Fund of Funds A 1.5228.0876--43.5576--
Sequoia BCI Stable Fund of Funds A 1.5627.4586--39.07103--
Signature BCI Stable Fund of Funds A 2.4528.5469--44.1864--
SIM SCI Managed Cautious Fund of Funds A1 1.0636.285--48.2432--
SIM SCI Managed Conservative Fund of Funds A1 1.0828.9864--43.8868--
Southern Charter BCI Defensive Fund of Funds A 1.6530.6639--46.2146--
Star BCI Stable Fund A 1.7024.38112--40.8294--
Starfunds.ai BCI Stable Fund of Funds A 1.5730.9334-----
Steer BCI Stable Fund A 1.0430.3245--39.9798--
Sygnia CPI + 2% Fund A 1.3726.1799--43.4078--
Sygnia Skeleton Balanced 40 Fund A 0.4230.3644--49.5725--
Sygnia Skeleton Balanced Absolute Fund A  28.4671-----
Synergy Ci Conservative Fund A 1.3924.30113--38.72107--
Trésor SCI Stable Fund B1 1.9425.72105--38.93106--
TRG Stable Prescient Fund of Funds A1 1.4427.5985--46.7740--
Wealth Associates BCI Cautious Fund of Funds A 1.2429.0862--45.7751--
Wealthworks Prime Cautious Fund of Funds A 1.7730.5341--45.6353--
Weaver BCI Stable Fund of Funds A 1.1031.9421--43.7472--
WellsFaber SCI Stable Fund of Funds A 1.1727.2188--41.9085--
Profile Data Average
 28.08/140/0/044.06/133/0/0