South African--Multi Asset--Low Equity
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Fixed Start Date Performance
Standard Period Performance
Fund Name
TER
3mths
RNK
1yr
RNK
3yrs
RNK
5yrs
RNK
Cum. %
since
Dec '23
RNK
Cum. %
since
Dec '21
RNK
10X Defensive Fund A
0.64
0.41
14
10.77
116
10.96
79
9.75
58
26.408
94
43.756
70
1NVEST Low Equity Passive Balanced Fund of Funds A
0.54
-1.21
77
15.34
25
12.12
31
10.36
35
30.401
42
46.660
40
27four Stable Fund of Funds A1
1.22
-1.81
113
14.16
56
12.12
30
10.33
36
30.225
47
44.656
60
3B BCI Cautious Managed Fund A
2.97
0.21
15
14.29
53
11.05
77
9.44
76
28.734
64
46.497
41
3B BCI Stable Fund of Funds 3B2
1.99
-1.10
72
10.05
121
-
-
21.747
128
-
4D BCI Cautious Fund of Funds A
2.09
-1.49
91
14.16
57
10.13
108
8.83
102
26.325
96
40.332
95
ABAX Absolute Prescient Fund A
0.80
0.59
12
10.75
117
10.79
82
10.27
40
26.702
90
48.686
28
ABAX SA Absolute Prescient Fund A1
0.71
0.85
10
14.47
42
11.67
48
10.43
32
31.594
27
51.844
13
Absa SCI Multi Managed Core Preserver Fund C
1.36
-2.20
125
12.23
98
11.60
50
9.48
73
28.021
78
45.995
49
ABSA SCI Preserver Fund of Fund A
1.75
-2.09
121
12.35
95
11.71
46
9.40
77
28.616
67
44.660
59
AF Conservative Passive Unit Trust A1
0.36
-1.22
79
16.14
14
12.34
25
10.76
23
32.311
17
49.888
21
AF Conserver Managed Unit Trust A
1.16
-1.31
84
15.17
29
-
-
31.810
22
-
Affinity Ci Cautious Fund A
1.54
-0.75
54
12.52
89
11.83
43
9.54
66
29.218
57
42.656
79
Allan Gray Optimal Fund A
1.18
7.14
1
7.43
137
7.32
134
6.49
128
19.878
135
30.788
129
Allan Gray Stable Fund A
1.61
3.45
2
15.11
30
12.11
33
11.07
13
31.029
33
54.884
9
Amity BCI Steady Growth Fund of Funds A
1.75
-0.71
48
12.34
96
10.50
96
9.20
85
26.680
92
41.867
85
Ampersand BCI Cautious Fund of Funds A1
1.84
-1.54
97
14.61
40
11.73
44
-
30.218
49
-
Amplify SCI Defensive Balanced Fund A1
0.94
-1.07
71
15.19
28
12.38
22
11.17
10
32.485
13
51.842
14
Amplify SCI Wealth Protector Fund B5
1.04
-1.21
78
17.75
9
13.04
6
11.77
7
37.290
4
62.550
3
Analytics Ci Cautious Fund of Funds A
2.00
0.86
9
7.53
136
7.99
132
7.45
124
17.827
136
28.451
130
Anchor BCI Diversified Stable Fund A
1.22
-0.80
55
15.69
21
12.57
15
11.19
9
33.336
10
54.641
10
APS Ci Cautious Fund A1
1.90
-0.22
23
9.18
128
8.77
128
8.16
114
20.251
134
32.199
127
Argon BCI Absolute Return Fund A
2.87
-0.46
30
13.76
65
10.45
99
9.55
65
29.394
55
44.323
62
Ashburton Targeted Return Fund B4
1.00
-0.83
57
15.84
19
12.30
27
10.94
14
31.093
32
49.414
26
Assetbase CPI + 2% Prescient Fund of Funds A1
1.08
-0.11
21
13.71
67
10.90
80
9.67
61
28.307
72
46.270
44
AssetMix Ci Conservative Fund A
1.30
-0.72
49
11.61
103
11.31
62
9.96
46
26.681
91
44.092
65
Aureus Nobilis BCI Cautious Fund A
2.77
-1.67
107
10.80
115
10.32
104
8.38
110
24.809
108
38.930
104
Autus Prime Cautious Fund A
1.02
-3.13
136
7.62
135
10.06
111
8.64
105
22.196
125
36.390
116
Autus Prime Stable Fund A
2.43
-4.20
139
1.90
139
7.52
133
6.42
129
13.700
139
27.304
132
BCI Best Blend Cautious Fund C
1.38
-0.93
62
14.63
39
10.58
90
8.93
97
28.249
74
39.354
101
Bovest BCI Conservative Fund of Funds A
1.48
-1.17
75
13.50
70
11.23
68
9.07
90
27.953
80
42.612
80
Camissa Stable Fund A
1.47
-1.47
89
18.87
4
14.96
1
13.61
1
44.771
1
65.633
1
Capita BCI Cautious Fund A
1.08
-2.61
133
13.11
78
10.33
102
9.16
86
26.005
100
41.793
86
Celerity Ci Conservative Fund A
1.22
-0.71
47
10.93
112
10.31
105
8.89
100
24.814
107
41.288
91
Celtis BCI Conservative Fund of Funds A
1.74
-0.58
36
12.47
91
11.20
69
8.96
95
27.897
81
42.525
81
Cinnabar SCI Stable Fund of Funds A
1.74
-1.38
88
14.24
54
11.61
49
10.04
44
29.881
52
47.984
32
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.73
-2.30
127
14.92
35
11.85
42
10.31
37
30.461
41
45.097
55
Constellation Protected Growth Prescient Fund A1
1.03
-1.99
116
9.16
129
8.21
131
7.08
127
20.763
132
33.319
126
Coronation Balanced Defensive Fund A
1.50
-3.17
137
9.67
126
10.73
84
9.13
87
24.172
113
43.692
74
Denker SCI Stable Fund A
0.97
-0.60
38
12.92
83
11.33
61
9.51
69
27.198
88
46.101
46
Dinamika BCI Conservative Fund of Funds A
2.97
-2.42
130
11.82
101
11.10
75
9.39
78
28.264
73
41.054
92
Discovery Cautious Balanced Fund A
1.65
-3.07
135
14.37
48
10.19
106
8.56
106
28.667
66
37.370
112
Dotport BCI Cautious Fund of Funds A
2.64
-1.87
114
10.83
113
9.12
123
7.64
123
23.975
114
34.973
121
Dynasty Ci Wealth Preserver Fund A2
1.21
0.90
8
9.15
130
9.72
117
9.06
91
22.104
127
38.984
103
Edge BCI Cautious Fund of Funds A
1.63
-2.16
123
14.11
59
11.14
72
9.72
60
29.002
62
43.772
69
Edgestone Prime Preserver Fund A1
1.41
-1.52
94
19.57
3
14.10
3
12.02
6
39.061
2
55.944
7
Element SCI Real Income Fund A
1.82
-0.65
41
15.22
26
11.43
58
10.01
45
27.789
83
45.996
48
Fairtree BCI Select Cautious Fund A
1.25
-0.44
29
14.33
52
12.50
18
10.57
29
31.765
23
56.817
6
FAL BCI Stable Fund of Funds A
2.06
-3.22
138
6.64
138
9.14
122
7.96
119
17.289
137
33.427
125
FG SCI Venus Cautious Fund of Funds A
1.17
-0.49
33
11.56
104
10.66
88
9.63
63
26.335
95
44.926
57
Fibonacci BCI Temperate Fund C
1.74
-1.99
115
14.49
41
12.34
24
-
30.219
48
-
Financial Fitness BCI Stable Fund of Funds A
1.21
-1.77
111
10.83
114
10.55
91
9.10
89
24.500
110
40.481
94
FNB Stable Fund of Funds B1
0.88
0.09
18
15.21
27
12.44
21
10.77
22
32.324
16
50.058
18
FVV Ci Conservative Fund of Funds A
1.18
-1.65
105
13.21
73
-
-
29.151
59
-
Gradidge Mahura Ci Cautious Fund A
1.12
-0.67
43
14.94
34
12.51
17
-
31.601
26
49.422
25
Graviton SCI Low Equity Fund A1
1.55
-0.94
64
13.96
61
11.12
74
9.49
72
28.058
76
44.765
58
GraySwan SCI Cautious Fund A
1.22
-0.11
22
8.14
132
9.78
116
9.81
55
21.451
130
43.713
73
H4 Stable Fund B1
0.81
-0.74
52
14.35
50
12.12
29
11.11
12
31.111
31
49.815
22
Hollard BCI Conservative Growth Fund of Funds B
1.56
-1.66
106
13.20
74
10.71
85
9.61
64
26.418
93
41.311
90
Investhouse Ci Cautious Fund A
1.65
-1.52
95
10.13
120
9.84
114
8.94
96
23.748
116
37.526
110
Kruger Prudential Prescient Fund A
1.07
-0.32
26
10.05
122
10.04
112
8.97
94
22.899
122
36.264
118
Laurium Stable Prescient Fund A2
1.66
-1.21
76
16.08
16
11.98
39
10.88
16
31.585
28
50.828
17
Lynx Prime Cautious Fund of Funds A
2.51
-0.90
61
13.62
68
10.55
92
9.00
92
27.974
79
40.288
96
M&G Inflation Plus Fund I
1.64
-2.16
122
15.82
20
11.44
57
10.82
18
30.546
39
47.212
37
Merchant West SCI Cautious Fund A1
1.44
-2.50
132
14.74
37
12.75
10
10.79
21
31.977
19
54.172
11
Merchant West SCI Stable P&G® Fund A
1.24
-0.69
46
14.18
55
12.66
13
12.93
2
31.708
24
48.274
30
MI-PLAN BCI Balanced Defensive Fund B5
1.10
-0.95
65
15.02
32
12.69
11
9.66
62
32.523
12
47.262
36
Mianzo CPI + 3% 27four Fund A1
0.68
-0.68
45
18.74
6
12.84
8
11.14
11
33.740
8
55.227
8
MitonOptimal BCI Diversified Income Fund of Funds B2
1.83
0.56
13
9.49
127
8.98
124
7.41
125
21.466
129
33.581
124
MM BCI Cautious Fund of Funds A
1.94
-1.64
104
14.47
43
11.59
51
9.49
71
29.855
53
43.973
66
Momentum Focus 3 Fund of Funds A
1.80
-2.07
119
16.51
13
11.90
41
9.81
56
32.065
18
43.714
72
Momentum Target 3 Fund of Funds A
1.10
-1.49
90
16.71
10
12.35
23
10.11
42
31.650
25
46.425
42
Montrose BCI Cautious Fund of Funds A
2.76
-1.55
98
11.23
109
9.84
115
8.09
117
22.208
124
34.363
122
Multi Asset BCI Balanced Defensive Fund B1
1.17
-1.63
102
14.43
46
12.00
38
9.94
48
30.089
51
45.486
53
Nedgroup Investments Core Guarded Fund B
0.45
-0.66
42
14.45
44
12.47
20
10.60
28
30.731
37
48.635
29
Nedgroup Investments Stable Fund C
1.94
1.42
7
10.04
123
8.34
130
8.35
112
23.749
115
39.435
100
New Road BCI Stable Fund of Funds A
1.28
-1.51
93
13.83
64
12.02
37
10.09
43
29.172
58
47.902
34
NFB Ci Defensive Fund of Funds A
1.26
-0.73
51
12.52
90
11.52
55
10.12
41
28.036
77
45.721
51
NFB Ci Stable Fund A
0.99
-0.51
34
15.63
23
12.55
16
10.75
24
32.383
15
51.115
16
Ninety One Cautious Managed Fund A
1.64
-2.37
129
9.80
125
10.08
109
8.76
104
23.470
117
36.625
115
Noble PP BCI Strategic Income Fund of Funds A
2.71
-1.24
82
10.49
118
9.48
119
7.22
126
22.554
123
33.918
123
Oasis Balanced Stable Fund of Funds D
1.75
-0.68
44
18.85
5
12.82
9
10.62
27
32.838
11
41.394
88
Oasis Crescent Balanced Stable Fund of Funds D
1.76
3.24
4
13.56
69
8.98
125
7.74
122
23.295
120
31.367
128
Octagon SCI Cautious Fund of Funds B1
1.63
-0.48
32
12.45
93
10.48
97
9.30
84
26.297
97
43.278
78
Old Mutual Capital Builder Fund A
1.47
1.42
6
12.53
88
8.52
129
6.20
130
22.140
126
27.815
131
Old Mutual Core Conservative Fund A
0.71
-1.33
85
16.13
15
12.57
14
10.40
33
31.944
20
47.635
35
Old Mutual Multi-Managers Cautious Fund of Funds A
1.72
-0.48
31
12.68
87
10.47
98
8.92
99
25.968
103
38.520
107
Old Mutual Stable Growth Fund A
1.55
-0.62
39
12.70
86
9.37
120
8.80
103
24.724
109
37.567
109
Optimum BCI Stable Fund C
1.53
-2.35
128
12.31
97
10.81
81
9.35
81
27.223
86
41.791
87
Otto1890 BCI Stable Fund A
0.88
-2.02
118
15.90
18
12.17
28
11.20
8
30.860
35
49.912
20
Oyster Catcher RealFin Stable Fund A
0.89
-2.29
126
15.42
24
14.27
2
12.76
3
35.217
7
60.417
4
Palmyra BCI Stable Fund A
1.18
-2.09
120
15.04
31
11.16
70
9.53
68
29.147
60
45.027
56
PBi BCI Conservative Fund of Funds A
1.11
-0.06
19
13.19
75
11.28
64
9.89
50
28.707
65
46.406
43
Personal Trust Conservative Managed Fund A
1.47
-0.82
56
14.84
36
11.29
63
10.50
30
29.387
56
46.870
38
PFPS Ci Cautious Fund of Funds A
1.33
-0.90
60
13.13
77
10.67
87
9.54
67
25.483
105
41.316
89
Platinum BCI Income Provider Fund of Funds A
2.09
-0.63
40
8.12
133
8.87
126
7.77
120
20.548
133
35.037
120
Plexus Wealth BCI Conservative Fund A
1.79
-2.87
134
12.46
92
12.11
34
10.93
15
30.244
46
47.930
33
PMK Stable Prescient Fund of Funds A1
1.61
-0.97
66
13.75
66
11.59
53
9.93
49
28.364
71
43.470
76
PortfolioMetrix BCI Cautious Fund of Funds A
1.04
-1.77
110
15.93
17
12.85
7
10.85
17
32.477
14
51.528
15
PPS Conservative Fund of Funds A2
1.18
-1.05
69
12.21
99
10.75
83
9.74
59
27.194
89
42.227
82
PPS Defensive Fund A2
1.13
-0.99
67
16.56
11
11.59
52
10.80
20
30.252
45
46.098
47
Prime Cabernet Stable Fund of Funds A
2.13
-1.55
99
13.91
62
12.03
36
9.94
47
31.200
30
44.158
64
PrivateClient BCI Low Equity Fund B
1.64
-1.02
68
17.80
8
13.15
5
10.49
31
35.768
6
52.056
12
PSG Investment Management Cautious Fund of Funds D
1.20
3.37
3
19.75
1
13.81
4
12.66
4
37.970
3
64.454
2
PSG Stable Fund A
1.78
2.66
5
19.58
2
12.50
19
12.43
5
33.621
9
59.459
5
PSG Wealth Preserver Fund of Funds C
2.98
-1.33
86
10.98
111
9.26
121
8.20
113
22.902
121
35.432
119
PWS BCI Cautious Fund of Funds A
1.79
-0.75
53
11.07
110
9.90
113
8.05
118
23.334
118
36.930
114
Quantum BCI Capital Plus Fund of Funds A
1.93
-1.23
80
11.37
105
9.58
118
8.11
116
23.319
119
36.275
117
Rebalance SCI Cautious Fund of Funds A
1.77
-0.35
27
11.32
106
10.52
94
8.51
107
25.328
106
39.509
99
Rezco Stable Fund C
1.23
-0.59
37
8.51
131
6.85
135
5.65
131
16.589
138
36.952
113
Roxburgh Ci Conservative Fund of Funds A
1.14
-0.22
24
12.92
82
11.15
71
9.84
52
27.867
82
44.508
61
RSA BCI Cautious Fund C
1.48
-1.33
87
12.73
85
10.17
107
8.47
108
25.986
102
37.469
111
S BRO BCI Defensive Fund of Funds A
2.56
-1.06
70
11.29
107
10.68
86
8.42
109
26.101
99
39.641
98
SA Asset Management BCI Cautious Fund A
1.88
-1.63
103
12.88
84
11.00
78
9.10
88
28.469
69
41.974
83
Sanlam Investment Management SCI Inflation Beater Fund A
1.46
0.63
11
8.09
134
8.87
127
7.75
121
21.394
131
37.607
108
Sanlam Multi Manager SCI Cautious Fund of Funds A1
1.18
-0.73
50
14.45
45
11.70
47
10.31
38
30.782
36
49.935
19
Sanlam Multi Manager SCI Conservative Fund of Funds A1
1.17
-0.10
20
11.28
108
10.52
93
8.92
98
25.992
101
43.780
68
Sanlam Multi Manager SCI Defensive Fund of Funds A2
1.62
-1.56
100
14.09
60
11.25
67
9.83
54
30.214
50
48.951
27
Seed Stable Prescient Fund A1
1.62
-0.36
28
14.35
51
11.44
56
10.80
19
31.466
29
49.593
23
Select BCI Enhanced Core Cautious Fund A
0.56
-1.24
81
14.40
47
12.09
35
10.29
39
29.846
54
45.423
54
Select Manager BCI Cautious Fund of Funds A
1.52
-1.53
96
13.10
79
11.28
65
9.51
70
28.078
75
43.545
75
Sequoia BCI Stable Fund of Funds A
1.56
-1.73
108
13.85
63
10.51
95
8.99
93
27.451
85
39.070
102
Signature BCI Stable Fund of Funds A
2.45
-1.11
73
14.96
33
11.33
60
9.35
80
28.539
68
44.176
63
SIM SCI Managed Cautious Fund of Funds A1
1.06
-1.73
109
18.13
7
12.68
12
10.64
26
36.278
5
48.237
31
SIM SCI Managed Conservative Fund of Funds A1
1.08
-1.25
83
13.14
76
11.27
66
9.38
79
28.977
63
43.879
67
Southern Charter BCI Defensive Fund of Funds A
1.65
-2.45
131
14.13
58
12.31
26
10.66
25
30.658
38
46.206
45
Star BCI Stable Fund A
1.70
-0.54
35
10.39
119
10.32
103
8.35
111
24.376
111
40.818
93
Starfunds.ai BCI Stable Fund of Funds A
1.57
-1.78
112
15.65
22
-
-
30.933
34
-
Steer BCI Stable Fund A
1.04
0.16
16
12.98
81
10.42
100
8.12
115
30.317
44
39.974
97
Sygnia CPI + 2% Fund A
1.37
-1.17
74
12.02
100
10.64
89
9.30
83
26.167
98
43.405
77
Sygnia Skeleton Balanced 40 Fund A
0.42
-0.88
58
14.35
49
12.11
32
10.36
34
30.365
43
49.573
24
Sygnia Skeleton Balanced Absolute Fund A
-0.94
63
13.26
72
11.72
45
-
28.460
70
-
Synergy Ci Conservative Fund A
1.39
-1.62
101
9.91
124
10.35
101
9.45
75
24.304
112
38.722
106
Trésor SCI Stable Fund B1
1.94
-2.19
124
12.44
94
10.08
110
8.84
101
25.718
104
38.929
105
TRG Stable Prescient Fund of Funds A1
1.44
0.09
17
13.05
80
11.14
73
9.48
74
27.587
84
46.769
39
Wealth Associates BCI Cautious Fund of Funds A
1.24
-0.89
59
13.33
71
11.58
54
9.83
53
29.076
61
45.771
50
Wealthworks Prime Cautious Fund of Funds A
1.77
-0.31
25
14.71
38
11.42
59
9.79
57
30.529
40
45.627
52
Weaver BCI Stable Fund of Funds A
1.10
-2.02
117
16.56
12
11.96
40
9.86
51
31.936
21
43.745
71
WellsFaber SCI Stable Fund of Funds A
1.17
-1.49
92
11.73
102
11.06
76
9.32
82
27.207
87
41.898
84
Profile Data Average
-0.95
/139
13.22
/139
11.09
/135
9.58
/131
28.06
/139
44.01
/132