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
0.65
3.16
125
12.06
100
11.37
76
9.64
60
32.665
53
53.654
46
1NVEST Low Equity Passive Balanced Fund of Funds A
0.53
5.40
29
13.82
40
12.12
37
9.88
52
33.654
32
55.668
34
27four Stable Fund of Funds A1
1.12
5.29
34
14.03
32
13.15
6
9.94
49
36.554
5
53.186
53
3B BCI Cautious Managed Fund A
2.33
4.79
64
13.17
67
11.16
88
10.04
41
29.794
102
51.672
64
4D BCI Cautious Fund of Funds A
1.92
5.80
12
13.49
55
10.64
107
8.89
102
27.795
119
47.071
101
ABAX Absolute Prescient Fund A
0.80
4.20
96
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 Sanlam Multi Managed Core Preserver Fund C
1.42
4.24
95
12.19
96
11.92
50
9.36
73
33.159
39
50.454
74
ABSA Sanlam 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 Sanlam Preserver Fund of Fund A
1.80
4.46
82
12.67
81
11.96
46
9.52
67
33.773
30
50.309
75
AF Investments Conservative Passive Fund A1
0.36
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
95
34.895
18
48.476
89
Allan Gray Optimal Fund A
1.17
-0.98
137
7.33
136
4.48
136
5.16
129
13.449
137
28.609
132
Allan Gray Stable Fund A
1.60
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
100
11.97
104
10.90
102
9.56
65
28.244
114
47.255
100
Ampersand BCI Cautious Fund of Funds A1
1.89
4.99
52
13.64
50
-
-
32.904
45
-
Amplify SCI Defensive Balanced Fund A1
0.94
4.18
97
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
127
8.15
133
9.71
125
7.23
124
25.016
129
39.964
125
Anchor BCI Diversified Stable Fund A
1.21
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
132
7.75
135
9.78
123
8.10
116
24.515
131
42.767
119
Argon BCI Absolute Return Fund A
2.01
3.69
115
12.45
89
10.22
119
8.89
101
26.699
122
48.184
93
Ashburton Targeted Return Fund B4
1.01
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
93
11.50
71
9.27
81
30.488
89
50.068
77
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
2.40
3.53
121
11.71
110
10.57
109
9.23
83
29.847
100
46.707
104
Autus Prime Cautious Fund A
0.89
2.78
128
10.65
120
11.02
96
8.72
107
31.307
74
46.167
106
Autus Prime Stable Fund A
2.34
1.88
136
8.11
134
10.46
113
7.45
122
30.080
95
38.260
128
BCI Best Blend Cautious Fund C
1.32
3.66
118
12.75
78
9.74
124
8.84
103
26.599
124
44.158
114
Bovest BCI Conservative Fund of Funds A
1.45
4.71
68
13.55
54
11.32
79
9.12
89
30.944
79
47.296
98
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
1.30
5.41
28
11.95
106
10.90
101
9.94
48
29.741
103
51.460
66
Celerity Ci Conservative Fund A
1.24
3.70
114
11.48
112
11.24
82
9.27
80
29.930
99
48.962
84
Celtis BCI Conservative Fund of Funds A
1.80
3.95
107
11.83
109
11.33
77
9.11
91
31.407
73
46.763
103
Cinnabar SCI Stable Fund of Funds A
1.78
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
108
13.23
61
8.65
131
7.60
121
24.683
130
40.064
124
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 Sanlam Collective Investments Stable Fund A
0.95
3.98
104
12.05
102
11.41
75
9.08
94
31.803
66
50.671
73
Dinamika BCI Conservative Fund of Funds A
2.72
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
103
8.89
100
28.365
113
44.093
115
Dotport BCI Cautious Fund of Funds A
2.33
5.14
42
12.19
95
9.98
121
8.07
117
26.698
123
42.549
120
Dynasty Ci Wealth Preserver Fund A2
1.20
2.73
130
9.32
129
11.87
54
8.20
115
31.790
67
47.898
94
Edge BCI Cautious Fund of Funds A
1.66
5.12
47
14.61
21
11.18
87
9.56
64
31.064
77
51.009
70
Element Real Income Sanlam Collective Investments Fund A
1.86
6.40
5
12.60
83
12.10
39
10.07
38
33.298
36
55.145
40
Fairtree BCI Select Cautious Fund A
1.24
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
2.25
5.18
40
10.45
124
12.18
34
8.95
98
35.280
15
48.476
90
FG SCI Venus Cautious Fund of Funds A
1.24
3.85
111
12.16
97
11.42
74
9.57
63
30.916
82
52.089
60
Financial Fitness Stable IP Fund of Funds A
1.22
3.99
103
11.10
116
11.78
58
9.11
90
32.677
51
48.273
92
FNB Stable Fund of Funds B1
0.87
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
82
30.456
90
49.712
79
GraySwan SCI Cautious Fund A
1.27
3.82
112
11.63
111
12.33
29
11.36
8
33.153
40
61.222
10
H4 Stable Fund B1
0.82
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
99
11.21
86
10.02
43
29.973
98
52.589
58
Investhouse Ci Cautious Fund A
1.65
3.76
113
10.46
123
11.22
85
8.60
110
30.288
94
47.415
97
IP Diversified Income Fund of Funds B2
1.70
2.40
134
8.81
132
8.65
132
7.22
125
24.186
132
37.653
129
Kruger Prudential Prescient Fund A
1.07
3.86
110
10.04
126
11.23
83
9.22
86
30.450
91
49.355
82
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
94
10.30
118
9.22
84
28.213
115
48.798
85
M&G Inflation Plus Fund I
1.64
5.62
16
15.84
8
11.62
63
11.14
11
30.505
88
60.879
11
Merchant West SCI Cautious Fund A1
1.43
5.07
48
14.08
31
12.93
10
9.22
85
35.006
17
57.593
20
Merchant West SCI Stable P&G® Fund A
1.22
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
1.05
4.83
60
12.55
86
12.25
33
9.31
77
35.414
12
48.456
91
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
1.98
4.95
55
13.42
58
11.86
55
9.19
87
32.138
60
49.439
81
Momentum Focus 3 Fund of Funds A
1.68
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
1.10
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
2.07
4.66
72
9.59
128
10.43
114
9.58
62
28.052
116
46.093
107
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
131
11.39
114
10.69
104
8.80
104
29.299
106
46.590
105
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
123
12.70
80
10.36
116
7.78
120
27.904
118
41.484
122
New Road BCI Stable Fund of Funds A
1.28
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
112
34.289
27
46.896
102
Noble PP BCI Strategic Income Fund of Funds A
2.70
3.96
106
10.43
125
9.40
128
6.92
126
27.181
121
35.508
130
Oasis Balanced Stable Fund of Funds D
1.77
5.56
21
12.76
77
10.92
100
9.64
61
31.656
70
54.358
43
Oasis Crescent Balanced Stable Fund of Funds D
1.72
3.08
126
7.03
137
7.92
134
6.55
127
22.347
134
38.543
127
Octagon Sanlam Collective Investments Cautious Fund of Funds B1
1.72
4.46
81
12.37
91
10.97
98
9.33
75
29.703
105
50.102
76
Old Mutual Capital Builder Fund A
1.44
2.73
129
9.05
130
6.61
135
5.31
128
18.780
136
26.136
134
Old Mutual Core Conservative Fund A
0.72
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
1.72
4.38
87
11.91
107
10.67
105
9.08
93
28.784
111
45.626
108
Old Mutual Stable Growth Fund A
1.55
3.58
119
11.96
105
8.82
130
9.51
68
23.462
133
47.779
96
Optimum BCI Stable Fund C
1.59
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
1.39
5.46
23
13.60
52
10.67
106
8.92
99
28.825
110
48.611
87
PBi BCI Conservative Fund of Funds A
1.12
4.30
93
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
101
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
119
11.22
84
9.16
88
29.169
107
49.231
83
Platinum BCI Income Provider Fund of Funds A
2.11
2.37
135
8.85
131
9.56
126
7.39
123
26.141
126
41.555
121
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
1.58
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
1.08
5.56
20
14.28
24
12.98
9
-
36.585
4
57.364
22
PPS Conservative Fund of Funds A2
1.19
4.37
88
12.54
87
11.26
81
10.09
37
31.045
78
52.804
57
PPS Defensive Fund A2
1.09
4.11
98
11.97
103
10.41
115
10.53
22
28.036
117
56.435
28
Prescient Defensive Fund A2
0.46
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
1.25
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
120
8.71
108
27.763
120
45.467
111
PWS BCI Cautious Fund of Funds A
1.77
4.43
84
10.96
118
10.49
112
8.49
113
29.089
108
42.992
117
Quantum BCI Capital Plus Fund of Funds A
1.97
3.88
109
10.51
122
9.91
122
8.35
114
26.044
127
42.895
118
Rebalance SCI Cautious Fund of Funds A
1.90
4.04
99
11.27
115
11.06
95
8.99
96
30.334
93
45.547
109
Rezco Stable Fund C
1.06
3.57
120
10.57
121
7.98
133
4.80
130
19.865
135
27.742
133
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
94
8.97
97
29.712
104
43.864
116
S BRO BCI Defensive Fund of Funds A
2.22
3.96
105
11.45
113
11.08
92
8.79
105
30.710
84
44.335
113
SA Asset Management BCI Cautious Fund A
1.91
4.74
67
13.18
64
11.32
78
8.62
109
32.422
57
45.402
112
Sage BCI Protection Solution FoF A2
1.50
4.30
92
12.46
88
11.09
91
9.27
79
30.510
87
50.873
71
Sanlam Multi Managed Cautious Fund of Funds A1
1.20
5.12
45
14.66
19
11.69
61
10.16
33
31.720
68
56.070
32
Sanlam Multi Managed Conservative Fund of Funds A1
1.18
3.68
116
12.40
90
10.30
117
8.57
111
28.761
112
45.500
110
Sanlam Multi Managed Defensive Fund of Funds A2
1.66
5.06
49
15.11
13
11.08
93
9.65
59
29.800
101
52.858
56
Sasfin BCI Stable Fund A
0.88
6.06
8
15.76
9
11.90
53
11.75
7
32.715
49
64.238
7
Seed Stable Prescient Fund A1
1.66
3.66
117
14.37
23
11.55
66
9.68
58
30.941
80
54.332
44
Select BCI Enhanced Core Cautious Fund A
0.48
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
111
9.35
74
28.969
109
48.516
88
Signature BCI Stable Fund of Funds A
2.40
5.54
22
12.27
92
11.54
67
9.45
71
31.646
71
49.702
80
SIM Inflation Beater Fund A
1.46
2.51
133
9.89
127
9.03
129
7.83
119
25.280
128
38.923
126
SIM 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 Managed Conservative Fund of Funds A1
1.04
4.44
83
13.18
66
10.97
99
8.74
106
30.689
85
47.272
99
Southern Charter BCI Defensive Fund of Funds A
1.68
5.23
37
14.47
22
12.62
20
11.33
10
34.483
22
60.805
12
Star BCI Stable Fund A
1.71
3.26
124
10.98
117
10.50
110
8.02
118
29.987
97
41.184
123
Steer Stable FR Fund 1
1.08
3.39
122
13.65
49
9.53
127
-
26.366
125
34.646
131
Sygnia CPI + 2% Fund A
1.35
4.01
101
12.14
98
10.60
108
9.28
78
30.414
92
48.776
86
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
94
11.89
108
12.27
32
9.45
72
32.091
62
52.231
59
Trésor Sanlam Collective Investments Stable Fund B1
1.93
4.97
53
12.73
79
11.02
97
9.31
76
29.993
96
47.786
95
TRG Stable Prescient Fund of Funds A1
1.37
4.36
89
12.58
84
11.14
90
9.71
56
30.884
83
50.731
72
Wealth Associates BCI Cautious Fund of Funds A
1.32
4.00
102
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
92
31.281
75
49.851
78
WellsFaber SCI Stable Fund of Funds A
1.11
4.36
90
13.00
71
11.51
70
9.69
57
32.691
50
51.348
68
Profile Data Average
4.61
/137
12.96
/137
11.40
/136
9.56
/130
31.26
/137
51.34
/134