South African--Multi Asset--High Equity

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Click to view period performances and latest quarter run up to the awards for this sector.
Cumulative performance calculated
31 December 2022 to quarter end ...
Cumulative performance calculated
31 December 2020 to quarter end ...
Fund NameTERMar 2025RJun 2025RSep 2025R Mar 2025RJun 2025RSep 2025R
10X Your Future Fund A 0.6232.113338.016845.638762.872670.164879.5559
1NVEST High Equity Passive Balanced Fund of Funds A 0.5630.814739.604249.703459.225269.925482.2146
27four Asset Select Fund of Funds A1 1.3028.329337.018645.998050.8112561.0212171.58110
27four Shariah Balanced Fund of Funds A1 1.6015.6919021.8519029.8418833.8517240.9717450.22173
3B BCI Prudential Fund of Funds 3B2 2.5328.059838.725345.01100---
4D BCI Moderate Fund of Funds A 2.2722.8617631.7416839.6816053.169764.238874.1389
7SC BCI Balanced Fund A 1.4934.501445.881052.381765.552079.551887.5520
ABAX Balanced Prescient Fund A1 0.9041.11552.93558.65897.701114.261122.271
Absa SCI Growth Fund of Funds A 1.9232.392939.364345.668653.399561.4611568.76134
Absa SCI Multi Managed Absolute Return Opportunity Fund A 1.4529.008236.449541.5814053.179662.0010768.11136
Absa SCI Multi Managed Core Growth Fund C 1.4031.244138.166445.489053.888861.9910870.58121
ABSA SCI Multi Managed Passive Growth Fund B 0.7835.431045.151254.801362.642774.312785.9027
Accorn BCI Balanced Fund B 1.2925.5215133.5314842.7612551.2812060.9412472.06108
ADB BCI Flexible Prudential Fund of Funds A 1.7725.0715332.7516040.2915751.8011461.1312070.28125
AF Investments Aggressive Passive Unit Trust A1 0.3629.497238.565749.373858.135769.215882.4042
AF Investments Real Return Focus Fund A 1.2223.5317030.8317439.3516755.747264.948375.6881
AF Performer Managed Unit Trust A 1.2927.4411036.779146.287653.729264.978276.4479
Affinity Ci Growth Fund A 1.7330.844637.727444.7710745.8315653.5015961.36160
Allan Gray Balanced Fund A 1.6429.477340.163848.864368.331682.241493.5413
Allan Gray Tax-Free Balanced Fund A 1.4829.656640.243748.914267.571781.261692.4715
Alusi RealFin Managed Fund B 0.6936.74742.332149.5735---
Aluwani BCI Balanced Fund A 1.1629.197736.759248.4149---
Amity BCI Managed Select Fund of Funds A 1.8925.5315032.2716339.1516854.068462.3310370.77119
Ampersand BCI Balanced Fund of Funds A1 2.0529.567037.508047.1762---
Amplify SCI Balanced Fund A1 1.1626.7112635.7210847.815159.994271.373986.6324
Analytics Ci Balanced Fund of Funds A 2.2222.9517528.1318433.4518444.2816150.3616656.60167
Anchor BCI Diversified Growth Fund A 1.5332.153241.532751.532164.782176.482388.9517
Anchor BCI Managed Fund A 1.5133.721742.182348.684553.739063.459470.93118
APS Ci Managed Growth Fund A1 1.9023.4717228.9918035.8717748.3214754.9515263.21152
AS Forum BCI Aggressive Fund of Funds A 2.4625.6614733.4315241.7413648.6014557.7914167.62138
Ashburton Balanced Fund A 1.2928.578935.8110444.8810353.838962.5010273.3598
Assetbase CPI + 6% Prescient Fund of Funds A1 1.2124.1216631.8916740.2915652.9710062.5410172.90101
AssetMix Ci Balanced Fund A 1.3830.684939.294446.167859.964470.504478.9267
Aureus Nobilis BCI Managed Fund A 2.7925.0715231.2217238.5217147.0215254.2615362.83154
Autus Prime Balanced Fund A 2.7127.1111931.1217335.1818039.1116943.5017247.95174
Autus Prime Diversified Fund A 0.8231.593635.5811145.279455.137459.8412971.26113
Aylett Balanced Prescient Fund A1 1.2122.2818133.0015633.2818583.61699.706100.129
BCI Best Blend Balanced Fund C 1.2826.2213333.9714346.836749.3214058.4713773.6993
Bovest BCI Managed Fund of Funds A 1.5927.9110236.0810245.029950.4113360.0112770.52123
Brenthurst BCI Balanced Fund of Funds A 1.6627.2011635.8810344.6110947.2015157.2514367.35141
Camissa Islamic Balanced Fund A 1.5013.8719320.5319227.8519043.3916551.7916361.01164
Capita BCI Balanced Fund A 1.0924.4116133.3215441.3714657.906069.205979.4261
Celerity Ci Balanced Fund A 1.4329.217539.264549.803258.145670.454583.3540
Celerity Ci Diversified Fund A 1.0227.9710040.663359.846---
Celtis BCI Managed Fund of Funds A 1.8728.179434.6713141.0414949.0814156.6514864.05149
Centaur BCI Balanced Fund A 1.7838.36647.34853.121562.532973.083179.8856
Chrome Ci Growth Fund A 1.0332.293140.363648.694459.454869.186179.2364
Cinnabar SCI Balanced Plus Fund of Funds A 1.8029.646738.266249.074056.046966.417479.4260
Citadel Balanced H4 Fund B1 1.5129.706436.199843.0012158.025865.937674.2288
ClucasGray Equilibrium Prescient Fund A1 0.8329.028138.066646.427573.361185.501196.7410
Cogence Discovery Balanced Dynamic Asset Optimiser FoF A 2.0027.0112036.1310145.449351.3111962.1710573.2699
Cordatus Balanced Prescient Fund A2 1.2727.5210836.609445.249559.255170.594381.3848
Coronation Balanced Plus Fund A 1.6233.002347.37755.111158.375475.482484.7031
Coronation Capital Plus Fund A 1.5533.491845.021351.802053.669366.946974.7485
CS BCI Aggressive Prudential Fund of Funds B 2.4025.7814034.2813741.6413943.9816253.7115762.14158
CS BCI Prudential Fund of Funds B 2.4423.1417431.2417137.2817435.5817144.5017051.15171
Custodian IM BCI Balanced Fund A 1.4331.144240.063950.232953.139863.559175.4384
Denker SCI Balanced Fund A 0.9331.014439.134844.8210574.92985.76993.3614
Discovery Balanced Fund A 2.0022.5117933.0615542.8512346.1515458.7313470.42124
Dotport BCI Prudential Fund of Funds A 2.7620.6218726.6118730.3318739.2716846.1916950.48172
EasyETFs Balanced Actively Managed ETF  23.8316845.601168.55530.7917753.7715678.0270
Edgestone Prime Growth Fund A 2.2452.28363.19473.62376.39889.038101.118
Element SCI Balanced Fund A 2.1524.5016032.8215939.5116352.7010462.909871.11116
Element SCI Islamic Balanced Fund A 1.9711.6719614.3419618.3319232.0817535.2417839.96178
Fairtree Balanced Prescient Fund A1 1.2529.726338.296150.752660.643671.264086.6822
Fairtree Balanced Prescient Fund A3 1.7229.048037.7273----
Fairtree Invest Strategic Factor Prescient Fund A1 1.0328.578836.938747.485658.865369.196082.2245
FG SCI Neptune Growth Fund of Funds A 1.4924.9715533.4615139.9815853.119963.519371.50112
Fibonacci BCI Balanced Fund B 2.0929.047932.8415841.0714846.1315550.4316459.75165
Financial Fitness BCI Balanced Fund of Funds A 1.3132.922439.964047.345949.3313957.2414465.54144
Fisher Dugmore Ci Balanced Fund A 0.7832.642542.332252.361851.7911562.889974.3686
Flagship BCI Balanced Fund A 2.2619.3818930.4717739.4416530.2817842.3817352.18169
FNB Core Balanced Fund A 0.3729.576937.837148.4848---
FNB Growth Fund of Funds B1 1.1630.045939.214648.155058.275569.435680.3154
FNB Multi Manager Balanced Fund A2 1.5125.7314335.3011943.9711457.836169.845580.7252
Foord Balanced Fund B4 1.4529.507135.5511243.4911851.2112158.2713867.53139
Glacier AI Balanced Fund B 1.2135.291140.763149.0241---
Gradidge Mahura Ci Growth Fund A 1.1833.831641.692649.4137---
Granate BCI Balanced Fund B 1.0349.42466.27370.61486.035107.013112.424
Graviton SCI Balanced Fund A1 1.5327.1411835.5011342.4812853.918764.038972.47104
GraySwan SCI Aggressive Fund A 1.2132.602640.673247.196170.721381.111789.5116
Gryphon Prudential Fund B 0.5014.4719215.4319517.3119331.1717632.2717934.43179
H4 Diversified Fund B1 0.8130.145838.455947.675360.643770.904282.2843
High Street Balanced Prescient Fund B1 1.2469.41294.41295.17255.867178.861979.5658
Hollard BCI Managed Growth Fund of Funds B 1.5923.9116732.1616439.7515950.4713160.4812669.70129
Imali BCI Passive Balanced Fund A 1.3428.618735.6611041.8213552.9010261.2911868.61135
Interactive Balanced Prescient Fund of Funds A 1.7222.1718229.3617939.66161---
Investec BCI Balanced High Equity Fund A 1.5730.435538.455845.578962.622872.623381.5047
Investec BCI Diversified Growth FoF A 1.8330.694837.657745.778359.594668.096378.0171
Investhouse Ci Balanced Fund A 1.6430.445435.8010640.8015150.6612956.8414562.61155
JBL SCI Managed Fund of Funds B1 1.4028.069735.7110942.7412652.4110761.5111469.88126
Kruger Balanced Prescient Fund A 1.1024.9315730.5317636.4817647.4914954.1115461.13163
Long Beach Managed Prescient Fund A1 1.5675.571104.111105.66152.1211076.862278.2069
Lynx Prime Balanced Fund of Funds A 2.5927.2911235.3411745.139852.1310961.7511373.4696
M&G Balanced Fund I 1.7027.1811736.179945.938162.932474.462686.9621
Marriott Balanced Fund of Funds A 2.2021.0718625.8418829.5318933.1317338.3817642.43176
Matrix SCI Balanced Fund B1 0.9927.9510134.6013245.928261.793370.214784.5133
Median BCI Balanced Fund of Funds A 1.9727.7910535.2112245.169754.568063.549275.5782
Merchant West SCI Balanced Plus Fund A1 1.6224.9415631.9416639.6416250.0813558.5013667.74137
Merchant West SCI Managed P&G Fund A 1.2228.079635.4811435.7317873.311283.341283.6838
Methodical BCI Balanced Fund A 1.6026.9912234.0814143.9911350.8312459.2413371.01117
MI-PLAN BCI Balanced Plus Fund B5 1.0926.2613233.4615040.7015342.1016750.2016758.35166
MitonOptimal BCI Active Beta Fund A 1.1126.9712333.8414442.4712944.5216052.3416262.16157
Momentum Focus 6 Fund of Funds A 1.8225.6714634.7913044.8910250.8812361.8311273.9590
Momentum Focus 7 Fund of Funds A 1.8325.6814535.3911646.017952.5110564.298777.1875
Momentum Target 6 Fund of Funds A 1.0226.1813534.9612844.8110651.5111862.0510673.8891
Momentum Target 7 Fund of Funds A 0.9625.7214435.1912445.469152.9710164.488576.9978
Multi Asset BCI Balanced Plus Fund B1 1.2228.139536.419645.618852.0911161.9311172.84102
MyQ Ci Growth Fund A 1.6726.6612735.2812142.9812256.806567.486677.0177
Nedgroup Investments Balanced Fund A2 1.3222.1418334.1613944.4711152.4710667.476780.3553
Nedgroup Investments Core Accelerated Fund B 0.4635.111344.581454.911269.631581.521594.4812
Nedgroup Investments Core Diversified Fund B 0.4533.162241.812551.891963.212373.823086.1826
New Road BCI Managed Fund of Funds A 1.2827.7110638.066748.504748.7214460.7712572.93100
NFB Ci Managed Fund A 0.8829.207637.627847.525555.617365.767877.6872
NFB Ci Managed Growth Fund of Funds A 1.2630.625139.174744.9410156.396866.627173.5495
Ninety One Managed Fund R 1.1724.9015835.1712541.9813142.1316653.8115561.56159
Ninety One Opportunity Fund A 2.2531.333838.855241.9813050.7912659.4313263.02153
Noble PP BCI Wealth Creator Fund of Funds A 2.7222.6717729.6817835.6917928.2917935.6217741.91177
Northstar BCI Managed Fund A1 1.6331.004538.925043.2511956.856466.337571.52111
Novare High Growth Fund A1 1.2524.3616233.3715338.7917052.8010363.879070.54122
Oasis Balanced Unit Trust Fund D 1.7122.6117828.3418338.4717250.2913457.3114269.73128
Oasis Crescent Balanced High Equity Fund of Funds D 1.7619.4518825.1818934.3018343.5016450.3916561.34161
Obsidian SCI Balanced Fund B1 1.2526.2013435.3311845.449253.998665.138177.4773
Octagon SCI Growth Fund of Funds B1 1.8125.7514234.5713441.5814150.4413261.0012369.38131
Old Mutual Balanced Fund A 1.6125.9713833.6914641.4914353.459462.8510072.35105
Old Mutual Core Balanced Fund A 0.7033.272143.601554.201461.343473.852986.6823
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds A 2.0226.1613635.1912344.1211254.418165.477976.4080
Old Mutual Multi-Managers Balanced Fund of Funds A 1.9825.6514833.7414541.8413451.5911761.3511771.12115
Optimum BCI Managed Growth Fund C 1.6326.9312434.5913343.2212054.058563.359573.8292
Oyster Catcher RealFin Balanced Fund A 1.0136.49946.99956.60970.091483.181395.1511
Palmyra BCI Balanced Fund A 1.3825.6014934.3213643.5411751.7511662.2910473.4297
PBi BCI Balanced Fund of Funds A 1.1630.225739.864148.514660.433872.313582.9641
Perpetua SCI Balanced Fund A 0.9628.539038.016947.355860.353972.193683.8436
Personal Trust Managed Fund A 1.5029.137836.669346.547059.374968.676280.8651
Personal Trust Prudent Fund of Funds A 2.1426.5812936.419741.6613760.224072.673279.3262
Perspective Balanced Prescient Fund A1 1.2135.201243.061647.156388.77499.745105.466
PFPS Ci Balanced Fund of Funds A 1.5123.2617331.6116939.4216649.3513859.4713168.93133
Pinnacle Wealth Balanced Prescient Fund of Funds A1 1.2131.303940.523450.692762.533073.932886.5225
Plexus Wealth BCI Balanced Fund A 1.7926.4213032.4516238.1517350.6712857.8514064.65147
PMK Managed Prescient Fund of Funds A3 1.4233.351942.552050.612864.122275.442585.3529
PortfolioMetrix BCI Balanced Fund of Funds A 1.1631.893441.212850.802460.663572.023783.7037
PPS Balanced Fund of Funds A2 1.2729.756238.216346.277766.921877.812088.1718
PPS Balanced Passive Fund A2 0.4929.666538.086549.793359.734570.105084.5232
PPS Managed Fund A2 1.2933.931542.631856.311074.231085.5510103.347
Prescient Balanced Fund A2 0.5133.282042.811752.461656.586667.776579.1065
Prime Shiraz Prudential Aggressive Fund of Funds A 2.1327.2711337.198346.996559.325071.733884.0035
PrivateClient BCI High Equity Fund B 1.7927.6010734.4713546.457255.947064.358678.9966
PSG Balanced Fund A 1.7930.665041.882446.427493.362109.982116.703
PSG Investment Management Growth Fund of Funds D 1.3231.284042.561950.852389.413105.674117.642
PSG Wealth Moderate Fund of Funds A 2.3127.4510937.508144.5911054.727966.937075.5483
PWM Balanced Prescient Fund of Funds A1 1.2829.866038.915147.0064---
PWS BCI Moderate Fund of Funds A 1.7928.379235.0312641.5214248.9614356.6914764.22148
Quantum BCI Managed Fund C 1.8024.6715931.3817040.8115044.6715852.4716163.41151
Rebalance SCI Balanced Fund of Funds A 1.8027.3611134.2613840.3215548.4814656.5214963.58150
Red Oak BCI Balanced Fund A 1.8123.7716928.8918231.5618643.7716349.7216852.82168
Rezco Managed Plus Fund A 1.6813.1619416.8119314.9119416.7418120.4918118.54181
Rezco Value Trend Fund A 1.7411.7819515.6819414.8519517.1018021.1918020.32180
Rowan Capital BCI Balanced Fund of Funds A 1.6832.602738.715446.796861.943269.415779.2763
Roxburgh Ci Balanced Plus Fund of Funds A 1.2330.485339.104946.946659.484770.025179.5957
RSA BCI Balanced Fund A 1.3723.4717132.5916140.5315444.9815755.6815165.00146
S BRO BCI Managed Fund of Funds A 2.4122.0418428.9218136.8917544.6315952.7816062.22156
SA Asset Management BCI Balanced Fund of Funds A 1.9832.542840.473550.792550.5213059.5313071.25114
Sage BCI Long Term Solution FoF A2 1.5125.9513933.6414741.4314551.9811261.2511970.65120
Sanlam Multi Manager SCI Aggressive Fund of Funds A1 1.3527.989938.356049.873157.246269.985284.1334
Sanlam Multi Manager SCI Balanced Fund of Funds A2 1.5724.2316433.5214940.7815251.9611363.329672.21106
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds A1 1.2627.2611436.868942.6612754.897766.587273.6494
Sanlam Multi Manager SCI Moderate Fund of Funds A1 1.1726.3713135.0112741.8513350.7112761.0112269.18132
Sanlam Private Wealth SCI Balanced Fund 1.8825.0315430.6517539.5016450.0013656.7514667.36140
Sasfin BCI Prudential Fund A1 1.2215.0819121.3019126.6319132.5617439.7317545.86175
Seed Balanced Prescient Fund A1 1.7231.513738.575647.306053.729161.9810972.19107
Select BCI Balanced Fund A 1.4329.626837.967050.183059.984370.274685.3628
Select BCI Enhanced Core Balanced Fund A 0.5128.948536.938845.758460.064169.975380.9250
Select Manager BCI Balanced Fund of Funds A 1.7128.978437.697545.688554.338364.778474.3487
Sentio SCI Balanced Fund B3 1.6621.7118526.7118634.53181---
Sentio SCI HIKMA Shariah Balanced Fund A1 1.1122.3918027.8818534.3418246.9615353.5615861.32162
Sequoia BCI Managed Growth Fund of Funds A 1.5724.1416532.1116541.4414449.0214258.5913569.79127
Signature BCI Balanced Fund of Funds A 2.4627.2311535.4011543.5911652.1910861.9611071.76109
SIM SCI Managed Aggressive Fund of Funds A1 1.0326.0913735.8110547.485757.955970.124984.7430
SIM SCI Managed Moderate Aggressive Fund of Funds A1 1.0226.5812835.7910746.507156.466767.836481.0749
Simplisiti BCI Managed Protector Fund of Funds A 2.0525.7714134.8912941.9313247.3915058.0713966.33143
Southern Charter BCI Growth Fund of Funds A 1.7727.0012135.2912043.7511566.111976.942188.0019
STANLIB Multi-Asset Growth Fund B1 1.3830.565237.787246.4573---
Star BCI Balanced Fund A 1.6827.9010334.0014241.1514736.9917043.5317151.18170
Starfunds.ai BCI Balanced Fund of Funds C 1.5126.7612534.1514042.8112462.872572.383483.5039
Sygnia CPI + 6% Fund A 1.4528.389137.088546.776951.1812261.4211672.83103
Sygnia Skeleton Balanced 70 Fund A 0.4531.104340.783051.032255.007566.447378.5668
Synergy Ci Growth Fund A 1.4329.397436.1310041.6513854.867862.949769.54130
Trésor SCI Balanced Fund B1 2.0124.3316332.9515739.0616949.5313759.9012867.24142
TRG Balanced Prescient Fund of Funds A1 1.6328.638636.779044.8410457.216367.166877.0276
Visio BCI Balanced Fund A 1.3436.56849.04658.87779.97796.437109.375
Wealth Associates BCI Balanced Fund of Funds A 1.2731.623538.605547.695262.423171.034182.2544
Wealthpoint BCI Balanced Fund A 1.2030.365637.667644.63108---
Wealthworks Prime Managed Fund of Funds A 1.7228.998337.567947.535454.997665.308077.2774
Weaver BCI Balanced Fund of Funds A 1.2427.8010437.278249.123954.418265.857780.1755
WellsFaber SCI Balanced Fund of Funds A 1.3029.826137.188445.199647.6214856.0015065.11145
Woodland Ci Balanced Fund A 1.3532.353040.912949.4236---
Profile Data Average
 28.42/19636.84/19644.93/19554.60/18164.78/18174.45/181