FundsData Online - South African Unit Trusts

South African--Multi Asset--Low Equity		< Back to Index
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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	4.14	99	10.27	122	12.61	85	10.51	59	38.165	69	60.023	58
1NVEST Low Equity Passive Balanced Fund of Funds A	0.54	5.56	26	12.86	61	13.91	38	11.36	29	41.085	27	64.322	34
27four Stable Fund of Funds A1	1.11	5.30	42	13.32	44	14.91	6	11.04	39	43.787	7	61.300	51
3B BCI Cautious Managed Fund A	2.53	4.64	75	12.71	68	12.82	76	10.41	63	35.823	97	58.716	69
4D BCI Cautious Fund of Funds A	2.05	5.16	51	13.55	36	12.27	101	9.77	97	34.393	111	54.664	93
ABAX Absolute Prescient Fund A	0.79	3.42	120	12.63	72	13.22	62	10.64	58	37.843	71	63.794	35
ABAX SA Absolute Prescient Fund A1	0.72	4.48	83	13.12	52	13.02	70	10.98	44	36.522	85	62.968	42
Absa SCI Multi Managed Core Preserver Fund C	1.37	4.77	68	12.89	59	13.30	59	10.14	77	39.511	51	57.631	75
ABSA SCI Multi Managed Passive Preserver Fund A	0.42	5.84	17	14.70	14	14.87	8	11.21	35	44.443	4	65.285	28
ABSA SCI Preserver Fund of Fund A	1.77	4.47	84	12.28	82	13.40	55	10.17	75	39.755	47	57.030	81
AF Investments Conservative Passive Unit Trust A1	0.35	6.10	13	14.26	23	14.50	18	11.76	21	41.542	21	66.591	20
Affinity Ci Cautious Fund A	1.54	4.49	81	11.99	93	14.34	22	9.97	90	40.957	30	55.148	89
Allan Gray Optimal Fund A	1.17	1.06	136	6.35	136	4.11	136	5.73	130	14.652	137	29.972	133
Allan Gray Stable Fund A	1.60	3.67	113	14.31	21	12.52	93	11.75	22	37.006	76	67.559	16
Amity BCI Steady Growth Fund of Funds A	1.77	4.00	103	10.77	109	12.15	108	9.98	89	33.369	118	53.139	100
Ampersand BCI Cautious Fund of Funds A1	1.84	5.61	23	12.81	64	-		-		40.364	38	-
Amplify SCI Defensive Balanced Fund A1	0.94	5.94	16	13.14	50	14.00	34	12.00	15	40.204	41	69.242	12
Amplify SCI Wealth Protector Fund B5	1.04	5.49	32	18.00	2	13.33	57	13.37	6	41.111	25	76.412	5
Analytics Ci Cautious Fund of Funds A	1.99	2.41	134	8.17	133	9.88	130	7.81	124	28.029	134	43.337	126
Anchor BCI Diversified Stable Fund A	1.17	5.50	31	14.12	27	14.68	14	11.97	16	43.365	8	70.102	10
APS Ci Cautious Fund A1	1.90	3.69	111	9.24	127	10.78	125	8.81	115	29.113	129	48.040	118
Argon BCI Absolute Return Fund A	2.25	5.97	15	13.27	47	12.23	104	10.05	84	34.263	113	57.031	80
Ashburton Targeted Return Fund B4	1.00	6.28	9	13.93	30	14.18	29	11.90	17	41.318	24	65.315	27
Assetbase CPI + 2% Prescient Fund of Funds A1	1.10	4.69	72	12.74	67	13.04	67	10.03	86	36.604	81	57.102	79
AssetMix Ci Conservative Fund A	1.30	3.71	110	11.62	97	13.70	45	10.03	88	40.891	31	58.995	67
Aureus Nobilis BCI Cautious Fund A	2.56	4.31	92	11.04	105	12.01	110	9.89	92	35.448	100	53.035	102
Autus Prime Cautious Fund A	0.96	4.38	88	12.24	84	12.69	82	9.08	110	37.055	75	52.566	105
Autus Prime Stable Fund A	2.39	3.02	128	8.51	132	11.13	123	7.57	127	34.014	116	42.441	127
BCI Best Blend Cautious Fund C	1.34	6.48	8	13.51	37	11.99	111	10.03	87	34.795	108	53.491	98
Bovest BCI Conservative Fund of Funds A	1.46	4.91	63	12.65	70	12.88	74	9.82	94	37.377	74	54.532	94
Camissa Stable Fund A	1.47	5.25	44	20.85	1	16.48	2	17.06	1	50.153	2	97.231	1
Capita BCI Cautious Fund A	1.24	5.15	53	10.95	107	12.79	77	10.82	50	36.427	88	59.265	65
Celerity Ci Conservative Fund A	1.23	3.42	121	10.15	123	12.24	103	9.77	96	34.371	112	54.053	97
Celtis BCI Conservative Fund of Funds A	1.77	4.04	102	11.00	106	12.56	90	9.50	102	36.715	80	52.691	104
Cinnabar SCI Stable Fund of Funds A	1.77	5.46	33	12.25	83	13.99	35	10.82	51	39.803	46	61.573	48
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A	1.76	5.59	24	12.91	58	14.98	5	11.43	28	41.749	19	63.276	41
Constellation Protected Growth Prescient Fund A1	1.14	4.42	86	12.96	57	10.94	124	8.44	121	30.190	127	46.251	123
Coronation Balanced Defensive Fund A	1.50	3.93	104	15.68	7	14.58	16	11.35	30	43.942	6	63.418	39
Denker SCI Stable Fund A	0.96	5.03	55	13.37	42	12.77	78	9.83	93	38.431	63	58.247	71
Dinamika BCI Conservative Fund of Funds A	2.80	4.98	58	11.91	95	13.70	44	10.75	54	41.094	26	61.768	47
Discovery Cautious Balanced Fund A	1.65	5.42	35	14.33	20	12.64	84	9.73	98	35.325	101	51.905	108
Dotport BCI Cautious Fund of Funds A	2.45	3.50	118	10.87	108	10.61	126	8.54	120	31.133	126	47.538	121
Dynasty Ci Wealth Preserver Fund A2	1.20	3.14	126	10.56	116	12.42	96	8.73	117	35.931	94	52.544	106
Edge BCI Cautious Fund of Funds A	1.67	6.28	10	13.78	32	13.64	48	10.94	46	39.293	53	60.490	55
Edgestone Prime Preserver Fund A1	1.70	7.62	1	16.83	3	16.28	3	12.50	8	48.197	3	72.569	7
Element SCI Real Income Fund A	1.82	5.31	40	14.87	11	13.77	42	11.27	33	40.370	37	63.377	40
Fairtree BCI Select Cautious Fund A	1.25	5.31	41	12.48	78	15.11	4	12.59	7	40.207	40	68.631	14
FAL BCI Stable Fund of Funds A	2.17	2.73	129	10.65	113	12.46	95	9.01	112	38.976	56	52.533	107
FG SCI Venus Cautious Fund of Funds A	1.19	4.20	98	11.58	99	12.54	91	10.30	69	36.416	90	58.478	70
Financial Fitness BCI Stable Fund of Funds A	1.22	4.37	89	12.14	89	12.89	72	9.37	104	38.480	62	54.758	92
FNB Stable Fund of Funds B1	0.88	4.83	65	13.29	46	14.12	31	11.44	27	41.346	23	64.979	29
Gradidge Mahura Ci Cautious Fund A	1.17	4.97	61	13.31	45	14.53	17	-		43.078	10	-
Graviton SCI Low Equity Fund A1	1.57	4.64	76	12.01	91	12.59	88	10.24	72	36.510	86	56.659	83
GraySwan SCI Cautious Fund A	1.27	2.59	131	11.07	104	12.85	75	11.63	24	36.599	82	65.394	25
H4 Stable Fund B1	0.81	5.02	56	14.87	12	14.90	7	11.25	34	42.906	11	68.402	15
Hollard BCI Conservative Growth Fund of Funds B	1.57	4.58	79	12.63	73	12.70	80	10.85	49	35.926	95	59.577	61
Investhouse Ci Cautious Fund A	1.65	3.62	115	10.35	119	12.60	87	9.27	107	35.001	106	52.747	103
Kruger Prudential Prescient Fund A	1.07	3.65	114	9.06	128	12.07	109	9.66	99	35.215	103	54.811	91
Laurium Stable Prescient Fund A2	1.67	6.59	7	14.44	18	13.97	36	11.89	18	40.240	39	69.619	11
Lynx Prime Cautious Fund of Funds A	2.52	5.16	52	13.10	53	11.95	112	10.25	71	34.829	107	56.476	84
M&G Inflation Plus Fund I	1.64	6.05	14	15.06	9	13.87	40	12.42	10	38.404	64	70.618	9
Merchant West SCI Cautious Fund A1	1.45	5.52	30	12.50	77	14.65	15	10.17	76	42.456	14	66.290	21
Merchant West SCI Stable P&G® Fund A	1.23	1.44	135	7.09	135	12.58	89	14.18	3	34.653	109	77.276	4
MI-PLAN BCI Balanced Defensive Fund B5	1.06	5.71	22	12.86	60	13.89	39	10.06	81	43.142	9	56.930	82
Mianzo CPI + 3% 27four Fund A1	0.62	5.83	18	14.89	10	14.32	24	12.13	13	41.064	28	66.162	22
MitonOptimal BCI Diversified Income Fund of Funds B2	1.71	3.41	122	8.57	130	9.62	131	7.62	126	28.420	132	42.346	129
MM BCI Cautious Fund of Funds A	1.93	5.59	25	12.65	71	14.19	27	10.42	62	39.524	50	57.792	72
Momentum Focus 3 Fund of Funds A	1.81	6.21	11	14.70	15	13.68	46	11.03	41	40.067	44	60.689	54
Momentum Target 3 Fund of Funds A	1.09	6.12	12	14.16	26	13.78	41	10.95	45	40.737	32	61.229	52
Montrose BCI Cautious Fund of Funds A	2.11	4.98	59	10.57	115	12.16	107	10.12	79	34.429	110	53.369	99
Multi Asset BCI Balanced Defensive Fund B1	1.17	5.44	34	14.41	19	14.06	32	10.88	48	41.639	20	61.961	46
MyQ Ci Income Fund A	0.82	2.49	133	9.39	126	11.47	118	9.07	111	32.524	122	50.246	115
Nedgroup Investments Core Guarded Fund B	0.45	5.31	39	14.28	22	14.13	30	11.73	23	41.761	18	66.810	19
Nedgroup Investments Stable Fund A1	2.15	4.24	95	12.21	86	11.81	116	8.69	118	33.080	120	47.978	119
New Road BCI Stable Fund of Funds A	1.27	5.22	45	13.20	48	14.84	9	11.02	42	42.351	15	62.830	44
NFB Ci Defensive Fund of Funds A	1.26	3.74	109	13.32	43	13.47	51	10.70	56	40.660	34	61.383	50
NFB Ci Stable Fund A	0.99	5.53	28	14.68	16	14.20	26	11.32	32	41.891	17	64.710	31
Ninety One Cautious Managed Fund A	1.64	2.61	130	12.68	69	12.67	83	9.00	113	37.796	72	50.732	111
Noble PP BCI Strategic Income Fund of Funds A	2.72	3.18	125	9.02	129	10.46	127	7.31	128	31.220	125	39.812	131
Oasis Balanced Stable Fund of Funds D	1.77	7.10	2	13.08	55	14.30	25	11.47	26	41.004	29	65.317	26
Oasis Crescent Balanced Stable Fund of Funds D	1.72	4.67	73	11.54	101	9.62	132	7.80	125	28.057	133	45.007	125
Octagon SCI Cautious Fund of Funds B1	1.69	3.44	119	10.66	112	11.83	114	10.07	80	34.162	115	55.262	88
Old Mutual Capital Builder Fund A	1.45	3.75	108	8.53	131	8.09	134	6.01	129	23.233	135	30.864	132
Old Mutual Core Conservative Fund A	0.71	5.76	19	13.47	39	14.42	21	11.47	25	42.042	16	64.329	33
Old Mutual Multi-Managers Cautious Fund of Funds A	1.71	4.22	97	11.27	102	11.92	113	9.80	95	34.220	114	51.773	109
Old Mutual Stable Growth Fund A	1.56	4.36	90	10.54	118	10.23	128	10.21	73	28.848	130	54.226	95
Optimum BCI Stable Fund C	1.49	5.34	37	14.85	13	13.73	43	10.36	66	39.546	49	59.512	62
Oyster Catcher RealFin Stable Fund A	0.90	5.12	54	16.77	4	16.91	1	15.00	2	50.582	1	84.330	2
Palmyra BCI Stable Fund A	1.33	5.73	21	12.75	66	12.70	81	10.14	78	36.202	93	57.122	78
PBi BCI Conservative Fund of Funds A	1.11	4.58	78	13.09	54	13.03	68	10.39	65	38.172	68	58.793	68
Personal Trust Conservative Managed Fund A	1.46	5.73	20	14.21	25	13.47	52	11.18	36	38.806	57	65.999	24
PFPS Ci Cautious Fund of Funds A	1.35	4.63	77	12.13	90	12.39	97	10.05	85	35.152	104	56.143	86
Platinum BCI Income Provider Fund of Funds A	2.15	3.12	127	9.97	124	10.20	129	7.92	122	30.076	128	45.971	124
Plexus Wealth BCI Conservative Fund A	1.73	3.78	106	10.56	117	14.83	12	12.15	12	40.180	42	64.963	30
PMK Stable Prescient Fund of Funds A1	1.60	4.49	82	12.56	74	13.47	50	11.09	38	38.682	59	60.462	56
PortfolioMetrix BCI Cautious Fund of Funds A	1.05	5.52	29	13.38	41	14.84	10	-		44.123	5	66.050	23
PPS Conservative Fund of Funds A2	1.18	4.35	91	12.23	85	12.60	86	10.68	57	36.744	79	59.449	63
PPS Defensive Fund A2	1.10	6.68	5	12.79	65	12.23	105	11.76	20	36.592	83	66.890	18
Prescient Defensive Fund A2	0.45	4.39	87	12.20	87	14.33	23	12.20	11	40.644	35	62.249	45
Prime Cabernet Stable Fund of Funds A	2.12	4.30	93	11.58	98	13.43	54	10.89	47	38.582	60	60.101	57
PrivateClient BCI Low Equity Fund B	1.68	7.08	3	15.87	5	14.83	11	11.04	40	42.802	12	63.755	36
PSG Investment Management Cautious Fund of Funds D	1.24	4.11	100	14.06	28	13.65	47	14.06	4	38.985	55	80.347	3
PSG Stable Fund A	1.78	3.84	105	12.52	75	13.60	49	13.62	5	36.776	77	75.454	6
PSG Wealth Preserver Fund of Funds C	2.99	3.60	116	11.77	96	11.56	117	9.35	105	32.360	123	50.700	112
PWS BCI Cautious Fund of Funds A	1.76	3.41	123	10.73	111	11.32	121	8.80	116	33.486	117	47.863	120
Quantum BCI Capital Plus Fund of Funds A	1.96	4.77	69	11.20	103	11.38	120	8.93	114	32.054	124	49.708	117
Rebalance SCI Cautious Fund of Funds A	1.54	3.69	112	10.35	120	12.16	106	9.30	106	35.141	105	50.915	110
Rezco Stable Fund C	1.06	0.80	137	4.19	137	6.91	135	4.87	131	20.821	136	28.760	134
Roxburgh Ci Conservative Fund of Funds A	1.15	4.42	85	13.03	56	13.26	61	10.50	60	38.537	61	59.857	60
RSA BCI Cautious Fund C	1.43	4.74	71	12.37	81	12.88	73	9.46	103	35.862	96	50.685	113
S BRO BCI Defensive Fund of Funds A	2.30	3.76	107	10.28	121	12.26	102	9.16	108	35.622	99	49.759	116
SA Asset Management BCI Cautious Fund A	1.89	5.28	43	13.47	38	13.46	53	9.54	101	39.410	52	53.075	101
Sanlam Investment Management SCI Inflation Beater Fund A	1.46	2.53	132	8.05	134	9.59	133	7.90	123	28.445	131	42.432	128
Sanlam Multi Manager SCI Cautious Fund of Funds A1	1.19	4.89	64	13.68	33	13.01	71	11.17	37	38.155	70	63.695	37
Sanlam Multi Manager SCI Conservative Fund of Funds A1	1.18	3.53	117	10.58	114	11.31	122	9.13	109	33.300	119	50.629	114
Sanlam Multi Manager SCI Defensive Fund of Funds A2	1.64	5.19	46	13.93	29	12.32	98	10.80	52	36.534	84	60.788	53
Sasfin BCI Stable Fund A	0.87	4.75	70	12.51	76	13.10	65	12.50	9	39.014	54	72.034	8
Seed Stable Prescient Fund A1	1.68	5.53	27	14.22	24	13.21	64	10.71	55	38.177	67	62.860	43
Select BCI Enhanced Core Cautious Fund A	0.50	5.18	47	12.39	79	13.92	37	-		39.826	45	63.544	38
Select Manager BCI Cautious Fund of Funds A	1.52	4.78	67	12.83	63	13.29	60	10.76	53	38.232	66	59.280	64
Sequoia BCI Stable Fund of Funds A	1.58	5.17	49	13.12	51	12.32	99	10.27	70	35.639	98	56.196	85
Signature BCI Stable Fund of Funds A	2.41	5.36	36	13.66	34	13.21	63	10.33	68	38.698	58	57.721	74
SIM SCI Managed Cautious Fund of Funds A1	1.04	6.64	6	15.70	6	14.43	20	11.84	19	40.733	33	67.463	17
SIM SCI Managed Conservative Fund of Funds A1	1.05	4.66	74	12.39	80	12.52	92	9.56	100	36.773	78	54.128	96
Southern Charter BCI Defensive Fund of Funds A	1.69	5.17	50	13.45	40	14.44	19	12.01	14	41.435	22	69.118	13
Star BCI Stable Fund A	1.72	4.05	101	10.74	110	11.81	115	8.55	119	35.251	102	46.901	122
Steer Stable FR Fund 1	1.07	5.02	57	13.57	35	11.46	119	-		32.712	121	41.409	130
Sygnia CPI + 2% Fund A	1.35	4.51	80	11.94	94	12.28	100	9.95	91	36.299	91	55.489	87
Sygnia Skeleton Balanced 40 Fund A	0.43	5.31	38	14.49	17	14.68	13	11.34	31	42.526	13	64.552	32
Sygnia Skeleton Balanced Absolute Fund A		4.93	62	13.19	49	14.18	28	-		40.391	36	-
Synergy Ci Conservative Fund A	1.39	3.28	124	9.70	125	13.08	66	10.06	82	36.425	89	57.226	76
Trésor SCI Stable Fund B1	1.93	4.82	66	12.17	88	12.70	79	10.05	83	36.258	92	54.909	90
TRG Stable Prescient Fund of Funds A1	1.44	4.26	94	12.00	92	12.48	94	10.18	74	36.458	87	57.150	77
Wealth Associates BCI Cautious Fund of Funds A	1.35	4.98	60	12.83	62	13.31	58	10.47	61	39.655	48	59.036	66
Wealthworks Prime Cautious Fund of Funds A	1.76	5.18	48	13.86	31	13.03	69	11.01	43	37.702	73	61.415	49
Weaver BCI Stable Fund of Funds A	1.05	6.72	4	15.26	8	14.04	33	10.39	64	40.102	43	59.920	59
WellsFaber SCI Stable Fund of Funds A	1.14	4.23	96	11.55	100	13.35	56	10.35	67	38.304	65	57.751	73
Profile Data Average		4.67	/137	12.46	/137	12.92	/136	10.42	/131	37.46	/137	58.50	/134

South African--Multi Asset--Low Equity