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 '22
RNK
Cum. %
since
Dec '20
RNK
10X Defensive Fund A
0.64
3.16
124
12.06
99
11.37
76
9.64
60
32.665
53
53.654
46
1NVEST Low Equity Passive Balanced Fund of Funds A
0.54
5.40
29
13.82
40
12.12
37
9.88
52
33.654
32
55.668
34
27four Stable Fund of Funds A1
1.11
5.29
34
14.03
32
13.15
6
9.94
49
36.554
5
53.186
53
3B BCI Cautious Managed Fund A
2.53
4.79
64
13.17
67
11.16
88
10.04
41
29.794
101
51.672
64
4D BCI Cautious Fund of Funds A
2.05
5.80
12
13.49
55
10.64
106
8.89
101
27.795
118
47.071
100
ABAX Absolute Prescient Fund A
0.79
4.20
95
13.16
68
12.50
22
10.15
34
33.281
38
58.373
19
ABAX SA Absolute Prescient Fund A1
0.72
4.68
70
14.10
30
11.52
69
10.36
27
30.674
86
55.988
33
Absa SCI Multi Managed Core Preserver Fund C
1.37
4.24
94
12.19
95
11.92
50
9.36
73
33.159
39
50.454
73
ABSA SCI Multi Managed Passive Preserver Fund A
0.42
5.34
33
13.68
45
13.00
7
10.28
30
36.472
6
56.164
30
ABSA SCI Preserver Fund of Fund A
1.77
4.46
82
12.67
81
11.96
46
9.52
67
33.773
30
50.309
74
AF Investments Conservative Passive Unit Trust A1
0.35
5.00
51
13.60
51
12.30
30
10.54
21
33.403
34
57.011
25
Affinity Ci Cautious Fund A
1.54
4.61
79
13.66
46
12.54
21
9.06
94
34.895
18
48.476
88
Allan Gray Optimal Fund A
1.17
-0.98
136
7.33
135
4.48
135
5.16
128
13.449
136
28.609
131
Allan Gray Stable Fund A
1.58
4.38
86
15.20
12
11.93
48
10.92
13
32.156
59
61.627
8
Amity BCI Steady Growth Fund of Funds A
1.77
4.02
99
11.97
103
10.90
101
9.56
65
28.244
113
47.255
99
Ampersand BCI Cautious Fund of Funds A1
1.84
4.99
52
13.64
50
-
-
32.904
45
-
Amplify SCI Defensive Balanced Fund A1
0.94
4.18
96
13.94
36
11.92
51
10.66
18
32.342
58
59.752
15
Amplify SCI Wealth Protector Fund B5
1.04
7.27
2
18.41
2
12.67
19
12.06
6
33.769
31
67.233
6
Analytics Ci Cautious Fund of Funds A
1.99
2.95
126
8.15
132
9.71
124
7.23
123
25.016
128
39.964
124
Anchor BCI Diversified Stable Fund A
1.17
5.57
19
16.39
6
12.73
17
11.01
12
35.887
9
61.229
9
APS Ci Cautious Fund A1
1.90
2.58
131
7.75
134
9.78
122
8.10
115
24.515
130
42.767
118
Argon BCI Absolute Return Fund A
2.25
3.69
114
12.45
88
10.22
118
8.89
100
26.699
121
48.184
92
Ashburton Targeted Return Fund B4
1.00
4.53
80
13.21
63
12.40
26
10.24
32
32.969
43
55.547
36
Assetbase CPI + 2% Prescient Fund of Funds A1
1.10
4.65
75
12.24
92
11.50
71
9.27
80
30.488
88
50.068
76
AssetMix Ci Conservative Fund A
1.30
4.65
73
12.66
82
12.79
13
9.50
69
35.856
10
53.313
51
Aureus Nobilis BCI Cautious Fund A
2.56
3.53
120
11.71
109
10.57
108
9.23
82
29.847
99
46.707
103
Autus Prime Cautious Fund A
0.89
2.78
127
10.65
119
11.02
95
8.72
106
31.307
74
46.167
105
Autus Prime Stable Fund A
2.34
1.88
135
8.11
133
10.46
112
7.45
121
30.080
94
38.260
127
BCI Best Blend Cautious Fund C
1.34
3.66
117
12.75
78
9.74
123
8.84
102
26.599
123
44.158
113
Bovest BCI Conservative Fund of Funds A
1.46
4.71
68
13.55
54
11.32
79
9.12
88
30.944
79
47.296
97
Camissa Stable Fund A
1.47
9.22
1
28.45
1
15.36
1
15.62
1
42.666
2
87.397
1
Capita BCI Cautious Fund A
1.24
5.41
28
11.95
105
10.90
100
9.94
48
29.741
102
51.460
66
Celerity Ci Conservative Fund A
1.23
3.70
113
11.48
111
11.24
82
9.27
79
29.930
98
48.962
83
Celtis BCI Conservative Fund of Funds A
1.77
3.95
106
11.83
108
11.33
77
9.11
90
31.407
73
46.763
102
Cinnabar SCI Stable Fund of Funds A
1.77
4.88
57
13.16
69
12.09
41
9.87
53
32.571
55
53.215
52
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.76
5.61
18
13.15
70
12.81
12
10.33
28
34.241
28
54.627
42
Constellation Protected Growth Prescient Fund A1
1.14
3.95
107
13.23
61
8.65
130
7.60
120
24.683
129
40.064
123
Coronation Balanced Defensive Fund A
1.50
6.51
4
16.50
5
13.61
3
10.89
14
38.503
3
57.244
23
Denker SCI Stable Fund A
0.96
3.98
103
12.05
101
11.41
75
9.08
93
31.803
66
50.671
72
Dinamika BCI Conservative Fund of Funds A
2.80
4.77
65
13.75
43
12.06
42
10.02
42
34.396
24
54.088
45
Discovery Cautious Balanced Fund A
1.65
6.02
10
13.89
37
10.81
102
8.89
99
28.365
112
44.093
114
Dotport BCI Cautious Fund of Funds A
2.45
5.14
42
12.19
94
9.98
120
8.07
116
26.698
122
42.549
119
Dynasty Ci Wealth Preserver Fund A2
1.20
2.73
129
9.32
128
11.87
54
8.20
114
31.790
67
47.898
93
Edge BCI Cautious Fund of Funds A
1.67
5.12
47
14.61
21
11.18
87
9.56
64
31.064
77
51.009
70
Element SCI Real Income Fund A
1.82
6.40
5
12.60
83
12.10
39
10.07
38
33.298
36
55.145
40
Fairtree BCI Select Cautious Fund A
1.25
4.41
85
13.65
48
12.78
14
12.38
5
33.142
41
60.133
14
FAL BCI Stable Fund of Funds A
2.17
5.18
40
10.45
123
12.18
34
8.95
97
35.280
15
48.476
89
FG SCI Venus Cautious Fund of Funds A
1.19
3.85
110
12.16
96
11.42
74
9.57
63
30.916
82
52.089
60
Financial Fitness Stable IP Fund of Funds A
1.22
3.99
102
11.10
115
11.78
58
9.11
89
32.677
51
48.273
91
FNB Stable Fund of Funds B1
0.88
4.96
54
14.77
16
12.78
15
10.64
19
34.838
19
57.383
21
Gradidge Mahura Ci Cautious Fund A
1.17
5.39
31
14.02
33
12.99
8
-
36.306
7
-
Graviton SCI Low Equity Fund A1
1.57
4.80
62
13.18
65
11.14
89
9.25
81
30.456
89
49.712
78
GraySwan SCI Cautious Fund A
1.27
3.82
111
11.63
110
12.33
29
11.36
8
33.153
40
61.222
10
H4 Stable Fund B1
0.81
5.43
27
14.25
25
13.46
4
10.38
26
36.072
8
60.349
13
Hollard BCI Conservative Growth Fund of Funds B
1.57
5.25
36
12.13
98
11.21
86
10.02
43
29.973
97
52.589
58
Investhouse Ci Cautious Fund A
1.65
3.76
112
10.46
122
11.22
85
8.60
109
30.288
93
47.415
96
IP Diversified Income Fund of Funds B2
1.71
2.40
133
8.81
131
8.65
131
7.22
124
24.186
131
37.653
128
Kruger Prudential Prescient Fund A
1.07
3.86
109
10.04
125
11.23
83
9.22
85
30.450
90
49.355
81
Laurium Stable Prescient Fund A2
1.67
5.21
39
13.87
38
12.03
43
10.52
23
31.572
72
59.136
16
Lynx Prime Cautious Fund of Funds A
2.55
4.65
74
12.20
93
10.30
117
9.22
83
28.213
114
48.798
84
M&G Inflation Plus Fund I
1.64
5.62
16
15.84
8
11.62
63
11.14
11
30.505
87
60.879
11
Merchant West SCI Cautious Fund A1
1.45
5.07
48
14.08
31
12.93
10
9.22
84
35.006
17
57.593
20
Merchant West SCI Stable P&G® Fund A
1.23
4.87
58
14.71
18
11.99
44
13.61
3
32.746
47
74.765
3
MI-PLAN IP Balanced Defensive Fund B5
1.06
4.83
60
12.55
86
12.25
33
9.31
77
35.414
12
48.456
90
Mianzo CPI + 3% 27four Fund A1
0.62
6.29
6
14.66
20
12.40
28
10.84
15
33.288
37
57.003
26
MM BCI Cautious Fund of Funds A
1.93
4.95
55
13.42
58
11.86
55
9.19
86
32.138
60
49.439
80
Momentum Focus 3 Fund of Funds A
1.81
6.00
11
14.15
28
11.46
73
9.92
50
31.879
65
51.296
69
Momentum Target 3 Fund of Funds A
1.09
5.61
17
13.66
47
11.64
62
10.00
44
32.625
54
51.936
62
Montrose BCI Cautious Fund of Funds A
2.11
4.66
72
9.59
127
10.43
113
9.58
62
28.052
115
46.093
106
Multi Asset IP Balanced Defensive Fund B1
1.17
5.23
38
13.45
57
12.40
27
9.99
45
34.336
25
53.609
47
MyQ Ci Income Fund A
0.82
2.63
130
11.39
113
10.69
103
8.80
103
29.299
105
46.590
104
Nedgroup Investments Core Guarded Fund B
0.45
4.70
69
14.19
26
12.16
36
10.71
17
34.615
21
58.401
18
Nedgroup Investments Stable Fund C
1.97
3.30
122
12.70
80
10.36
115
7.78
119
27.904
117
41.484
121
New Road BCI Stable Fund of Funds A
1.27
5.69
15
13.37
59
12.74
16
10.26
31
35.291
14
54.755
41
NFB Ci Defensive Fund of Funds A
1.26
5.45
24
13.98
34
12.47
24
10.13
36
35.586
11
55.562
35
NFB Ci Stable Fund A
0.99
5.26
35
14.15
27
12.45
25
10.29
29
34.462
23
56.085
31
Ninety One Cautious Managed Fund A
1.64
5.44
25
13.56
53
11.85
56
8.57
111
34.289
27
46.896
101
Noble PP BCI Strategic Income Fund of Funds A
2.72
3.96
105
10.43
124
9.40
127
6.92
125
27.181
120
35.508
129
Oasis Balanced Stable Fund of Funds D
1.77
5.56
21
12.76
77
10.92
99
9.64
61
31.656
70
54.358
43
Oasis Crescent Balanced Stable Fund of Funds D
1.72
3.08
125
7.03
136
7.92
133
6.55
126
22.347
133
38.543
126
Octagon SCI Cautious Fund of Funds B1
1.69
4.46
81
12.37
90
10.97
97
9.33
75
29.703
104
50.102
75
Old Mutual Capital Builder Fund A
1.45
2.73
128
9.05
129
6.61
134
5.31
127
18.780
135
26.136
133
Old Mutual Core Conservative Fund A
0.71
5.38
32
13.95
35
12.12
38
10.39
25
34.309
26
55.383
39
Old Mutual Multi-Managers Cautious Fund of Funds A
1.71
4.38
87
11.91
106
10.67
104
9.08
92
28.784
110
45.626
107
Old Mutual Stable Growth Fund A
1.55
3.58
118
11.96
104
8.82
129
9.51
68
23.462
132
47.779
95
Optimum BCI Stable Fund C
1.49
5.14
41
14.12
29
11.58
64
9.46
70
32.471
56
51.424
67
Oyster Catcher RealFin Stable Fund A
0.90
6.74
3
17.80
3
15.17
2
-
43.246
1
75.350
2
Palmyra BCI Stable Fund A
1.33
5.46
23
13.60
52
10.67
105
8.92
98
28.825
109
48.611
86
PBi BCI Conservative Fund of Funds A
1.11
4.30
92
13.84
39
11.48
72
9.53
66
32.119
61
51.837
63
Personal Trust Conservative Managed Fund A
1.46
4.62
76
12.05
100
11.76
59
9.95
47
31.277
76
56.995
27
PFPS Ci Cautious Fund of Funds A
1.35
4.62
78
10.88
118
11.22
84
9.16
87
29.169
106
49.231
82
Platinum BCI Income Provider Fund of Funds A
2.15
2.37
134
8.85
130
9.56
125
7.39
122
26.141
125
41.555
120
Plexus Wealth BCI Conservative Fund A
1.73
4.76
66
14.76
17
13.21
5
10.73
16
35.070
16
58.950
17
PMK Stable Prescient Fund of Funds A1
1.60
5.12
46
12.91
74
11.90
52
10.15
35
32.724
48
53.568
48
PortfolioMetrix BCI Cautious Fund of Funds A
1.05
5.56
20
14.28
24
12.98
9
-
36.585
4
57.364
22
PPS Conservative Fund of Funds A2
1.18
4.37
88
12.54
87
11.26
81
10.09
37
31.045
78
52.804
57
PPS Defensive Fund A2
1.10
4.11
97
11.97
102
10.41
114
10.53
22
28.036
116
56.435
28
Prescient Defensive Fund A2
0.45
5.12
44
13.79
42
12.18
35
11.35
9
34.723
20
55.418
38
Prime Cabernet Stable Fund of Funds A
2.07
5.43
26
15.90
7
11.95
47
10.05
40
32.867
46
53.499
49
PrivateClient BCI Low Equity Fund B
1.68
4.67
71
15.32
11
12.09
40
9.77
54
33.360
35
52.928
55
PSG Investment Management Cautious Fund of Funds D
1.24
5.72
14
16.69
4
12.49
23
13.77
2
33.502
33
73.232
4
PSG Stable Fund A
1.78
5.78
13
14.95
15
12.28
31
13.13
4
31.712
69
68.958
5
PSG Wealth Preserver Fund of Funds C
2.99
4.82
61
12.77
76
10.22
119
8.71
107
27.763
119
45.467
110
PWS BCI Cautious Fund of Funds A
1.76
4.43
84
10.96
117
10.49
111
8.49
112
29.089
107
42.992
116
Quantum BCI Capital Plus Fund of Funds A
1.96
3.88
108
10.51
121
9.91
121
8.35
113
26.044
126
42.895
117
Rebalance SCI Cautious Fund of Funds A
1.90
4.04
98
11.27
114
11.06
94
8.99
95
30.334
92
45.547
108
Rezco Stable Fund C
1.06
3.57
119
10.57
120
7.98
132
4.80
129
19.865
134
27.742
132
Roxburgh Ci Conservative Fund of Funds A
1.15
4.62
77
12.93
73
11.92
49
9.95
46
32.669
52
53.086
54
RSA BCI Cautious Fund C
1.43
5.13
43
12.98
72
11.06
93
8.97
96
29.712
103
43.864
115
S BRO BCI Defensive Fund of Funds A
2.30
3.96
104
11.45
112
11.08
91
8.79
104
30.710
84
44.335
112
SA Asset Management BCI Cautious Fund A
1.89
4.74
67
13.18
64
11.32
78
8.62
108
32.422
57
45.402
111
Sanlam Investment Management SCI Inflation Beater Fund A
1.46
2.51
132
9.89
126
9.03
128
7.83
118
25.280
127
38.923
125
Sanlam Multi Manager SCI Cautious Fund of Funds A1
1.19
5.12
45
14.66
19
11.69
61
10.16
33
31.720
68
56.070
32
Sanlam Multi Manager SCI Conservative Fund of Funds A1
1.18
3.68
115
12.40
89
10.30
116
8.57
110
28.761
111
45.500
109
Sanlam Multi Manager SCI Defensive Fund of Funds A2
1.64
5.06
49
15.11
13
11.08
92
9.65
59
29.800
100
52.858
56
Sasfin BCI Stable Fund A
0.87
6.06
8
15.76
9
11.90
53
11.75
7
32.715
49
64.238
7
Seed Stable Prescient Fund A1
1.68
3.66
116
14.37
23
11.55
66
9.68
58
30.941
80
54.332
44
Select BCI Enhanced Core Cautious Fund A
0.50
4.80
63
13.47
56
11.98
45
-
32.941
44
55.491
37
Select Manager BCI Cautious Fund of Funds A
1.52
4.86
59
13.80
41
11.56
65
9.91
51
31.930
64
52.018
61
Sequoia BCI Stable Fund of Funds A
1.58
5.03
50
12.87
75
10.49
110
9.35
74
28.969
108
48.516
87
Signature BCI Stable Fund of Funds A
2.41
5.54
22
12.27
91
11.54
67
9.45
71
31.646
71
49.702
79
SIM SCI Managed Cautious Fund of Funds A1
1.04
6.08
7
15.68
10
11.76
60
10.55
20
31.975
63
57.042
24
SIM SCI Managed Conservative Fund of Funds A1
1.05
4.44
83
13.18
66
10.97
98
8.74
105
30.689
85
47.272
98
Southern Charter BCI Defensive Fund of Funds A
1.69
5.23
37
14.47
22
12.62
20
11.33
10
34.483
22
60.805
12
Star BCI Stable Fund A
1.72
3.26
123
10.98
116
10.50
109
8.02
117
29.987
96
41.184
122
Steer Stable FR Fund 1
1.08
3.39
121
13.65
49
9.53
126
-
26.366
124
34.646
130
Sygnia CPI + 2% Fund A
1.35
4.01
100
12.14
97
10.60
107
9.28
78
30.414
91
48.776
85
Sygnia Skeleton Balanced 40 Fund A
0.43
5.39
30
13.74
44
12.69
18
10.48
24
35.340
13
56.256
29
Sygnia Skeleton Balanced Absolute Fund A
4.34
91
13.36
60
12.92
11
-
33.797
29
-
Synergy Ci Conservative Fund A
1.39
4.29
93
11.89
107
12.27
32
9.45
72
32.091
62
52.231
59
Trésor SCI Stable Fund B1
1.93
4.97
53
12.73
79
11.02
96
9.31
76
29.993
95
47.786
94
TRG Stable Prescient Fund of Funds A1
1.44
4.36
89
12.58
84
11.14
90
9.71
56
30.884
83
50.731
71
Wealth Associates BCI Cautious Fund of Funds A
1.35
4.00
101
12.57
85
11.80
57
9.74
55
33.034
42
51.496
65
Wealthworks Prime Cautious Fund of Funds A
1.73
4.91
56
13.22
62
11.28
80
10.06
39
30.927
81
53.473
50
Weaver BCI Stable Fund of Funds A
1.05
6.02
9
15.02
14
11.53
68
9.10
91
31.281
75
49.851
77
WellsFaber SCI Stable Fund of Funds A
1.14
4.36
90
13.00
71
11.51
70
9.69
57
32.691
50
51.348
68
Profile Data Average
4.61
/136
12.96
/136
11.40
/135
9.57
/129
31.26
/136
51.34
/133