South African--Multi Asset--High 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 Your Future Fund A 0.6230.64135--48.7198--
1nvest High Equity Balanced STANLIB Fund A 0.5636.7948--52.1463--
27four Asset Select Fund of Funds A1 1.2532.46105--45.83128--
27four Shariah Balanced Fund of Funds A1 1.5527.95166--36.36171--
3B FR Prudential Fund of Funds 3B2 2.4332.8799-----
4D FR Moderate Fund of Funds A 2.3231.82113--46.40124--
7SC FR Balanced Fund A 1.4519.31194--39.12167--
ABAX Balanced Prescient Fund A1 0.9037.1943--71.8810--
Absa SCI Growth Fund of Funds A 1.9031.05126--44.81133--
Absa SCI Multi Managed Absolute Return Opportunity Fund A 1.4427.74170--46.59122--
Absa SCI Multi Managed Core Growth Fund C 1.3931.92110--47.29115--
ABSA SCI Multi Managed Passive Growth Fund B 0.7835.9661--56.2130--
Accorn FR Balanced Fund B 1.2830.33141--48.67100--
ADB FR Flexible Prudential Fund of Funds A 1.7631.76114--44.43137--
AF Aggressive Passive Unit Trust A1 0.3636.4653--52.5360--
AF Performer Managed Unit Trust A 1.2936.4952--51.2471--
AF Real Return Focus Fund A 1.2236.2857--54.9541--
Affinity Ci Growth Fund A 1.7230.62137--42.05154--
Allan Gray Balanced Fund A 1.6442.5314--74.079--
Allan Gray Tax-Free Balanced Fund A 1.4842.0516--74.858--
Alusi RealFin Managed Fund B 0.6932.77100-----
Aluwani FR Balanced Fund A 1.1437.9935--52.2062--
Amity FR Managed Select Fund of Funds A 1.7931.83112--46.99118--
Ampersand FR Balanced Fund of Funds A1 2.0435.2572-----
Amplify SCI Balanced Fund A1 1.1639.7323--58.4421--
Analytics Ci Balanced Fund of Funds A 2.1523.14188--34.91173--
Anchor FR Diversified Growth Fund A 1.4738.0633--60.5517--
Anchor FR Managed Fund A 1.5129.81150--43.31145--
APS Ci Managed Growth Fund A1 1.9127.02173--39.34164--
AS Forum FR Aggressive Fund of Funds A 2.7330.52139--43.16147--
Ashburton Balanced Fund A 1.2435.6564--54.3146--
Assetbase CPI + 6% Prescient Fund of Funds A1 1.1531.98108--48.12105--
AssetMix Ci Balanced Fund A 1.3829.54154--51.2470--
Aureus Nobilis FR Managed Fund A 3.0128.82161--40.71159--
Autus Prime Balanced Fund A 2.7813.09199--24.44185--
Autus Prime Diversified Fund A 0.8533.1895--47.31114--
Aylett Balanced Prescient Fund A1 1.2125.98181--47.87110--
Bovest FR Managed Fund of Funds A 1.5931.92111--46.02127--
Brenthurst FR Balanced Fund of Funds A 1.5835.5966--48.15103--
Camissa Islamic Balanced Fund A 1.4931.55119--39.34165--
Capita FR Balanced Fund A 1.0426.44177--49.0792--
Celerity Ci Balanced Fund A 1.4242.5913--62.2016--
Celerity Ci Diversified Fund A 1.0558.392--79.273--
Celtis FR Managed Fund of Funds A 1.9330.85133--43.87141--
Centaur FR Balanced Fund A 1.6630.94129--45.73129--
Chrome Ci Growth Fund A 1.0135.5667--53.1955--
Cinnabar SCI Balanced Plus Fund of Funds A 1.7737.9936--55.2139--
Citadel Balanced H4 Fund B1 1.5225.32184--47.67113--
ClucasGray Equilibrium Prescient Fund A1 0.8443.2411--67.0211--
Cogence Discovery Balanced Dynamic Asset Optimiser FoF A 1.9632.55104--43.10149--
Cordatus Balanced Prescient Fund A2 1.3037.9237--54.1748--
Coronation Balanced Plus Fund A 1.6230.05143--46.51123--
Coronation Capital Plus Fund A 1.5526.90176--46.80119--
CS FR Aggressive Prudential Fund of Funds B 2.4629.91147--44.46136--
CS FR Prudential Fund of Funds B 2.5126.19178--37.94169--
Custodian IM FR Balanced Fund A 1.4237.8039--55.2738--
Denker SCI Balanced Fund A 0.9229.53155--57.4826--
Discovery Balanced Fund A 2.0133.2194--41.66157--
Dotport FR Prudential Fund of Funds A 3.0419.51193--28.91181--
EasyETFs Balanced Actively Managed ETF  59.191--56.9428--
Edgestone Prime Growth Fund A 2.1038.0534--77.374--
Element SCI Balanced Fund A 2.1525.42183--43.01150--
Element SCI Islamic Balanced Fund A 1.9817.91195--22.52186--
Fairtree Balanced Prescient Fund A3 2.0238.9230--62.3115--
Fairtree Invest Strategic Factor Prescient Fund A1 1.0229.45156--51.1972--
FG SCI Neptune Growth Fund of Funds A 1.4831.39123--49.2090--
Fibonacci FR Balanced Fund B 2.1631.57118--44.18139--
Financial Fitness FR Balanced Fund of Funds A 1.3630.63136--49.6484--
Fisher Dugmore Ci Balanced Fund A 0.7537.5841--51.0874--
Flagship FR Balanced Fund A 2.0827.83169--26.15184--
FNB Core Balanced Fund A 0.4036.4054--52.8258--
FNB Growth Fund of Funds B1 1.1736.7850--51.8764--
FNB Multi Manager Balanced Fund A2 1.5339.0728--55.2937--
Foord Balanced Fund B4 1.3929.85149--49.3486--
Fundrock Best Blend Balanced Fund C 1.2639.4127--50.1478--
Fussell Ci Growth Fund A 1.3430.51140-----
FVV Ci Growth Fund of Funds A 1.2931.00128-----
Gradidge Mahura Ci Growth Fund A 1.1933.8588--50.6276--
Granate FR Balanced Fund B 1.0243.2810--77.175--
Graviton SCI Balanced Fund A1 1.5232.22107--48.13104--
GraySwan SCI Aggressive Fund A 1.2029.05157--54.9142--
Gryphon Prudential Fund B 0.438.01201--27.58183--
H4 Diversified Fund B1 0.8134.8377--54.0350--
High Street Balanced Prescient Fund B1 1.2021.76190--39.33166--
Hollard FR Managed Growth Fund of Funds B 1.6130.18142--42.31152--
Imali FR Passive Balanced Fund A 1.3324.25187--41.68156--
Interactive Balanced Prescient Fund of Funds A 1.7034.3781-----
Investec FR Balanced High Equity Fund A 1.5930.01144--53.7151--
Investec FR Diversified Growth FoF A 1.8837.7040--51.1673--
Investhouse Ci Balanced Fund A 1.6325.29185--40.24160--
JBL SCI Managed Fund of Funds B1 1.3931.48120--50.0381--
Kruger Balanced Prescient Fund A 1.1121.39191--33.81175--
Long Beach Managed Prescient Fund A1 1.5717.88196--29.77180--
Lynx Prime Balanced Fund of Funds A 2.5937.8438--48.10106--
M&G Balanced Fund I 1.7133.8090--52.3061--
Marriott Balanced Fund of Funds A 2.2119.54192--30.02179--
Matrix SCI Balanced Fund B1 1.0139.5326--56.9527--
Median FR Balanced Fund of Funds A 1.9135.2971--49.7783--
Merchant West SCI Balanced Plus Fund A1 1.6230.88132--49.4785--
Merchant West SCI Managed P&G Fund A 1.2231.97109--48.18102--
Methodical FR Balanced Fund A 1.6236.0459--52.9857--
MI-PLAN FR Balanced Plus Fund B5 1.0629.90148--44.03140--
MitonOptimal FR Active Beta Fund A 1.2235.1473--46.66121--
Momentum Focus 6 Fund of Funds A 1.7635.9462--48.03108--
Momentum Focus 7 Fund of Funds A 1.7736.7949--48.7696--
Momentum Target 6 Fund of Funds A 0.9635.3870--50.1877--
Momentum Target 7 Fund of Funds A 0.8935.7563--50.7375--
Multi Asset FR Balanced Plus Fund B1 1.2434.8178--49.3287--
MyQ Ci Growth Fund A 1.6331.18125--51.5667--
Nedgroup Investments Balanced Fund A2 1.3241.4719--58.9219--
Nedgroup Investments Core Accelerated Fund B 0.4636.9847--57.6524--
Nedgroup Investments Core Diversified Fund B 0.4536.6151--55.6133--
New Road FR Enhanced Opportunities Fund A 0.8737.1344-----
New Road FR Managed Fund of Funds A 1.2934.3282--49.1091--
NFB Ci Managed Fund A 0.8837.0945--54.1449--
NFB Ci Managed Growth Fund of Funds A 1.2629.57153--48.06107--
Ninety One Managed Fund A 1.1731.57117--43.70142--
Ninety One Opportunity Fund A 2.3017.49197--34.70174--
Noble PP FR Wealth Creator Fund of Funds A 2.8325.26186--32.78176--
Northstar FR Managed Fund A1 1.5827.44172--45.41132--
Novare High Growth Fund A1 1.4128.52164--44.74134--
Oasis Balanced Unit Trust Fund D 1.7234.2884--48.8995--
Oasis Crescent Balanced High Equity Fund of Funds D 1.8131.60116--41.08158--
Obsidian SCI Balanced Fund B1 1.2445.666--58.0923--
Octagon SCI Growth Fund of Funds B1 1.8032.30106--49.3288--
Old Mutual Balanced Fund A 1.6134.4979--46.67120--
Old Mutual Core Balanced Fund A 0.7038.8431--57.4825--
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds A 2.0232.74101--46.16126--
Old Mutual Multi-Managers Balanced Fund of Funds A 1.9830.90131--43.66143--
Optimum FR Managed Growth Fund C 1.6030.52138--45.42131--
Ordian Capital FR Balanced Fund of Funds A 2.1227.87168-----
Otto1890 FR Balanced Fund A1 1.2126.03180--30.50178--
Oyster Catcher RealFin Balanced Fund A 1.0139.0329--64.8913--
Palmyra FR Balanced Fund A 1.3730.79134--49.2889--
PBi FR Balanced Fund of Funds A 1.1736.2158--54.5344--
Perpetua SCI Balanced Fund A 0.9635.4869--55.3136--
Personal Trust Managed Fund A 1.5035.6165--54.3047--
Personal Trust Prudent Fund of Funds A 2.1428.12165--47.18116--
Perspective Balanced Prescient Fund A1 1.2034.0786--62.4014--
PFPS Ci Balanced Fund of Funds A 1.5030.93130--45.45130--
Pinnacle Wealth Balanced Prescient Fund of Funds A1 1.2236.3455--55.1240--
Plexus Wealth FR Balanced Fund A 1.8325.80182--38.53168--
PMK Managed Prescient Fund of Funds A3 1.4533.8389--51.2868--
PortfolioMetrix FR Balanced Fund of Funds A 1.1535.4968--55.8132--
PPS Balanced Fund of Funds A2 1.2735.1474--55.4934--
PPS Balanced Passive Fund A2 0.4940.1820--54.9043--
PPS Managed Fund A2 1.3048.215--75.286--
Prescient Balanced Fund A2 0.4736.3156--51.2669--
Prime Shiraz Prudential Aggressive Fund of Funds A 2.1742.8312--59.2718--
Private Capital FR Managed Fund A 1.4529.01159-----
PrivateClient FR High Equity Fund B 1.7439.6125--56.3429--
Prowess Balanced 27four Fund A1 1.2151.494-----
PSG Balanced Fund A 1.7945.207--82.232--
PSG Investment Management Growth Fund of Funds D 1.3254.573--89.691--
PSG Wealth Moderate Fund of Funds A 2.3131.01127--47.10117--
PWM Balanced Prescient Fund of Funds A1 1.3733.1796--49.0393--
PWS FR Moderate Fund of Funds A 1.8631.46122--44.25138--
Quantum FR Managed Fund C 1.8529.64151--39.81162--
Rebalance SCI Balanced Fund of Funds A 1.8229.98145--42.84151--
Red Oak FR Balanced Fund A 1.8121.87189--36.01172--
Rezco Managed Plus Fund A 1.6711.26200--28.76182--
Rezco Value Trend Fund A 1.7313.72198--30.82177--
Rowan Capital FR Balanced Fund of Funds A 1.5636.0260--58.1122--
Roxburgh Ci Balanced Plus Fund of Funds A 1.2333.5491--53.1954--
RSA FR Balanced Fund A 1.3731.26124--41.96155--
S BRO FR Managed Fund of Funds A 2.7929.01158--39.40163--
SA Asset Management FR Balanced Fund of Funds A 1.8938.2432--51.7066--
Sage FR Long Term Solution FoF A2 1.5233.2493--50.1180--
Sanlam Multi Manager SCI Aggressive Fund of Funds A1 1.3344.488--58.5220--
Sanlam Multi Manager SCI Balanced Fund of Funds A2 1.5234.0985--48.6899--
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds A1 1.2332.64103--48.7697--
Sanlam Multi Manager SCI Moderate Fund of Funds A1 1.1732.68102--49.9682--
Sanlam Private Wealth SCI Balanced Fund 1.8827.91167--43.25146--
Seed Balanced Prescient Fund A1 1.7034.4480--49.0294--
Select FR Balanced Fund A 1.4139.6624--65.1812--
Select FR Enhanced Core Balanced Fund A 0.5135.0975--50.1479--
Select Manager FR Balanced Fund of Funds A 1.7631.46121--47.88109--
Sentio SCI Balanced Fund B3 1.6329.63152-----
Sentio SCI HIKMA Shariah Balanced Fund A1 1.1229.92146--37.74170--
Sequoia FR Managed Growth Fund of Funds A 1.5333.1198--44.48135--
Signature FR Balanced Fund of Funds A 2.4831.69115--47.70112--
SIM SCI Managed Aggressive Fund of Funds A1 1.0242.0915--53.2253--
SIM SCI Managed Moderate Aggressive Fund of Funds A1 1.0139.9321--51.7265--
Simplisiti FR Managed Protector Fund of Funds A 2.0429.00160--43.15148--
Southern Charter FR Growth Fund of Funds A 1.6737.0546--52.6059--
STANLIB Multi-Asset Growth Fund B1 1.3833.1397-----
Star FR Balanced Fund A 1.7728.52163--43.40144--
Starfunds.ai FR Balanced Fund of Funds C 1.6328.61162--46.31125--
Stonehage Fleming Growth Prescient Fund A1 1.8826.04179-----
Sygnia CPI + 6% Fund A 1.4534.0787--48.47101--
Sygnia Skeleton Balanced 70 Fund A 0.4537.5142--55.9431--
Synergy Ci Growth Fund A 1.4227.01174--42.31153--
Trésor SCI Balanced Fund B1 2.0027.56171--40.04161--
TRG Balanced Prescient Fund of Funds A1 1.6534.3083--53.4352--
Visio FR Balanced Fund A 1.2943.759--75.207--
Wealth Associates FR Balanced Fund of Funds A 1.3634.8776--55.4235--
Wealthpoint FR Balanced Fund A 1.2026.90175-----
Wealthworks Prime Managed Fund of Funds A 1.6939.8322--54.4545--
Weaver FR Balanced Fund of Funds A 1.2441.6318--53.0556--
WellsFaber SCI Balanced Fund of Funds A 1.3333.3592--47.82111--
Woodland Ci Balanced Fund A 1.3742.0317-----
Profile Data Average
 32.97/201/0/049.46/186/0/0