South African--Multi Asset--Low 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 2023 to quarter end ...
Cumulative performance calculated
31 December 2021 to quarter end ...
Fund Name
TER
Mar 2026
R
Jun 2026
R
Sep 2026
R
Mar 2026
R
Jun 2026
R
Sep 2026
R
10X Defensive Fund A
0.64
26.41
94
28.95
111
-
43.76
70
46.65
87
-
1nvest Low Equity Balanced STANLIB Fund A
0.54
30.40
42
37.33
21
-
46.66
40
54.45
29
-
27four Stable Fund of Funds A1
1.20
30.22
47
35.96
36
-
44.66
60
51.02
53
-
3B FR Cautious Managed Fund A
3.36
28.73
64
31.95
83
-
46.50
41
50.16
60
-
3B FR Stable Fund of Funds 3B2
1.81
21.75
128
24.33
126
-
-
-
-
4D FR Cautious Fund of Funds A
2.16
26.32
96
31.46
86
-
40.33
95
46.03
92
-
7SC FR Stable Fund A
2.06
17.29
137
23.77
129
-
33.43
125
40.80
114
-
ABAX Absolute Prescient Fund A
0.80
26.70
90
29.94
99
-
48.69
29
52.48
41
-
ABAX SA Absolute Prescient Fund A1
0.72
31.59
26
34.42
53
-
51.84
13
55.10
23
-
Absa SCI Multi Managed Core Preserver Fund C
1.36
28.02
78
33.23
69
-
46.00
49
51.93
44
-
ABSA SCI Multi Managed Passive Preserver Fund B
0.68
30.91
34
38.18
14
-
50.14
18
58.47
13
-
ABSA SCI Preserver Fund of Fund A
1.73
28.62
67
34.32
54
-
44.66
59
51.07
52
-
AF Conservative Passive Unit Trust A1
0.36
32.31
17
37.44
18
-
49.89
22
55.70
20
-
AF Conserver Managed Unit Trust A
1.15
31.81
22
35.19
45
-
-
-
-
Affinity Ci Cautious Fund A
1.54
29.22
57
33.18
70
-
42.66
79
47.03
84
-
Allan Gray Optimal Fund A
1.18
19.88
135
22.03
134
-
30.79
129
33.13
129
-
Allan Gray Stable Fund A
1.61
31.03
32
32.86
74
-
54.88
9
57.04
16
-
Amity FR Steady Growth Fund of Funds A
1.73
26.68
92
31.30
87
-
41.87
85
47.04
83
-
Ampersand FR Cautious Fund of Funds A1
1.93
30.22
49
35.55
38
-
-
-
-
Amplify SCI Defensive Balanced Fund A1
0.94
32.48
13
37.33
20
-
51.84
14
57.39
14
-
Amplify SCI Wealth Protector Fund B5
1.04
37.29
4
41.82
3
-
62.55
3
67.91
2
-
Analytics Ci Cautious Fund of Funds A
1.93
17.83
136
18.95
138
-
28.45
130
29.67
131
-
Anchor FR Diversified Stable Fund A
1.19
33.34
10
38.44
11
-
54.64
10
60.56
7
-
APS Ci Cautious Fund A1
1.90
20.25
134
22.49
133
-
32.20
127
34.66
126
-
Argon FR Absolute Return Fund A
2.75
29.39
55
28.99
110
-
44.32
62
43.87
99
-
Ashburton Targeted Return Fund B4
1.00
31.09
31
36.02
34
-
49.41
27
55.03
25
-
Assetbase CPI + 2% Prescient Fund of Funds A1
1.05
28.31
72
32.74
75
-
46.27
44
51.32
47
-
AssetMix Ci Conservative Fund A
1.31
26.68
91
31.22
88
-
44.09
65
49.25
66
-
Aureus Nobilis FR Cautious Fund A
2.94
24.81
108
29.12
108
-
38.93
104
43.73
102
-
Autus Prime Cautious Fund A
1.08
22.20
125
27.18
121
-
36.39
116
41.96
110
-
Autus Prime Stable Fund A
2.50
13.70
139
17.35
139
-
27.30
132
31.39
130
-
Bovest FR Conservative Fund of Funds A
1.48
27.95
80
32.12
80
-
42.61
80
47.25
81
-
CAM Stable Fund B1
0.80
31.11
30
35.46
40
-
49.82
23
54.78
28
-
Camissa Stable Fund A
1.47
44.77
1
48.87
1
-
65.63
1
70.32
1
-
Capita FR Cautious Fund A
1.05
26.01
100
31.21
89
-
41.79
86
47.65
78
-
Celerity Ci Conservative Fund A
1.22
24.81
107
28.76
112
-
41.29
91
45.75
93
-
Celtis FR Conservative Fund of Funds A
1.85
27.90
81
31.18
90
-
42.52
81
46.18
89
-
Cinnabar SCI Stable Fund of Funds A
1.73
29.88
52
36.02
35
-
47.98
32
54.97
26
-
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.72
30.46
41
38.53
10
-
45.10
55
54.07
31
-
Constellation Protected Growth Prescient Fund A1
1.09
20.76
132
20.60
136
-
33.32
126
33.14
128
-
Coronation Balanced Defensive Fund A
1.50
24.17
113
30.69
94
-
43.69
74
51.23
51
-
Denker SCI Stable Fund A
0.97
27.20
88
30.56
96
-
46.10
46
49.96
62
-
Dinamika FR Conservative Fund of Funds A
3.14
28.26
73
35.16
46
-
41.05
92
48.63
71
-
Discovery Cautious Balanced Fund A
1.65
28.67
66
33.65
62
-
37.37
112
42.69
109
-
Dotport FR Cautious Fund of Funds A
2.87
23.97
114
27.52
116
-
34.97
121
38.83
122
-
Dynasty Ci Wealth Preserver Fund A2
1.22
22.10
127
26.04
124
-
38.98
103
43.46
103
-
Edge FR Cautious Fund of Funds A
1.62
29.00
62
35.73
37
-
43.77
69
51.27
48
-
Edgestone Prime Preserver Fund A1
1.39
39.06
2
43.34
2
-
55.94
7
60.74
6
-
Element SCI Real Income Fund A
1.82
27.79
83
27.54
115
-
46.00
48
45.72
94
-
Fairtree FR Select Cautious Fund A
1.22
31.77
23
33.76
61
-
56.82
6
59.19
10
-
FG SCI Venus Cautious Fund of Funds A
1.17
26.34
95
29.67
103
-
44.93
57
48.75
70
-
Fibonacci FR Temperate Fund C
1.80
30.22
48
36.14
32
-
-
-
-
Financial Fitness FR Stable Fund of Funds A
1.27
24.50
110
29.91
100
-
40.48
94
46.59
88
-
FNB Stable Fund of Funds B1
0.89
32.32
16
36.51
30
-
50.06
19
54.81
27
-
Fundrock Best Blend Cautious Fund C
1.36
28.25
74
33.63
64
-
39.35
101
45.20
96
-
FVV Ci Conservative Fund of Funds A
1.18
29.15
59
34.28
55
-
-
-
-
Gradidge Mahura Ci Cautious Fund A
1.13
31.60
25
37.15
24
-
49.42
26
55.73
19
-
Graviton SCI Low Equity Fund A1
1.54
28.06
76
33.29
67
-
44.77
58
50.68
56
-
GraySwan SCI Cautious Fund A
1.21
21.45
130
24.17
127
-
43.71
73
46.93
85
-
Hollard FR Conservative Growth Fund of Funds B
1.58
26.42
93
32.06
81
-
41.31
90
47.62
80
-
Investhouse Ci Cautious Fund A
1.63
23.75
116
29.90
101
-
37.53
110
44.37
98
-
Kruger Prudential Prescient Fund A
1.07
22.90
122
26.63
122
-
36.26
118
40.40
119
-
Laurium Stable Prescient Fund A2
1.05
31.59
27
33.99
58
-
50.83
17
53.58
33
-
Lynx Prime Cautious Fund of Funds A
2.52
27.97
79
30.85
93
-
40.29
96
43.44
104
-
M&G Inflation Plus Fund I
1.63
30.55
39
34.77
49
-
47.21
37
51.98
42
-
Merchant West SCI Cautious Fund A1
1.44
31.98
19
36.57
28
-
54.17
11
59.54
9
-
MI-PLAN FR Balanced Defensive Fund B5
1.09
32.52
12
38.04
15
-
47.26
36
53.39
35
-
Mianzo CPI + 3% 27four Fund A1
0.69
33.74
8
36.57
29
-
55.23
8
58.51
11
-
MitonOptimal FR Diversified Income Fund of Funds B2
1.93
21.47
129
23.52
131
-
33.58
124
35.84
125
-
MM FR Cautious Fund of Funds A
2.02
29.85
53
35.23
44
-
43.97
66
49.93
63
-
Momentum Focus 3 Fund of Funds A
1.76
32.06
18
38.02
16
-
43.71
72
50.20
59
-
Momentum Target 3 Fund of Funds A
1.07
31.65
24
37.26
22
-
46.42
42
52.67
40
-
Montrose FR Cautious Fund of Funds A
2.92
22.21
124
27.98
113
-
34.36
122
40.71
115
-
Multi Asset FR Balanced Defensive Fund B1
1.19
30.09
51
35.34
42
-
45.49
53
51.36
46
-
Nedgroup Investments Core Guarded Fund B
0.45
30.73
37
35.01
48
-
48.64
30
53.50
34
-
Nedgroup Investments Stable Fund C
1.93
23.75
115
21.56
135
-
39.44
100
36.97
124
-
New Road FR Stable Fund of Funds A
1.30
29.17
58
38.43
12
-
47.90
34
58.50
12
-
NFB Ci Defensive Fund of Funds A
1.26
28.04
77
32.90
72
-
45.72
51
51.26
50
-
NFB Ci Stable Fund A
0.99
32.38
15
36.11
33
-
51.11
16
55.37
21
-
Ninety One Cautious Managed Fund A
1.64
23.47
117
27.46
117
-
36.63
115
41.04
112
-
Noble PP FR Strategic Income Fund of Funds A
2.74
22.55
123
27.44
118
-
33.92
123
39.26
121
-
Oasis Balanced Stable Fund of Funds D
1.75
32.84
11
39.80
7
-
41.39
88
48.81
69
-
Oasis Crescent Balanced Stable Fund of Funds D
1.76
23.29
120
25.95
125
-
31.37
128
34.20
127
-
Octagon SCI Cautious Fund of Funds B1
1.62
26.30
97
30.58
95
-
43.28
78
48.14
76
-
Old Mutual Capital Builder Fund A
1.48
22.14
126
23.42
132
-
27.82
131
29.15
132
-
Old Mutual Core Conservative Fund A
0.71
31.94
20
36.79
25
-
47.64
35
53.06
37
-
Old Mutual Multi-Managers Cautious Fund of Funds A
1.72
25.97
103
30.21
98
-
38.52
107
43.18
105
-
Old Mutual Stable Growth Fund A
1.57
24.72
109
27.79
114
-
37.57
109
40.95
113
-
Optimum FR Stable Fund C
1.52
27.22
86
32.48
76
-
41.79
87
47.64
79
-
Otto1890 FR Stable Fund A
0.88
30.86
35
37.22
23
-
49.91
21
57.19
15
-
Oyster Catcher RealFin Stable Fund A
0.89
35.22
7
40.33
5
-
60.42
4
66.48
3
-
Palmyra FR Stable Fund A
1.18
29.15
60
34.01
57
-
45.03
56
50.49
57
-
PBi FR Conservative Fund of Funds A
1.09
28.71
65
32.20
78
-
46.41
43
50.38
58
-
Personal Trust Conservative Managed Fund A
1.47
29.39
56
33.26
68
-
46.87
38
51.26
49
-
PFPS Ci Cautious Fund of Funds A
1.33
25.48
105
29.72
102
-
41.32
89
46.08
91
-
Platinum FR Income Provider Fund of Funds A
2.10
20.55
133
23.57
130
-
35.04
120
38.43
123
-
Plexus Wealth FR Conservative Fund A
1.81
30.24
46
36.75
26
-
47.93
33
55.32
22
-
PMK Stable Prescient Fund of Funds A1
1.65
28.36
71
33.46
65
-
43.47
76
49.16
67
-
PortfolioMetrix FR Cautious Fund of Funds A
1.04
32.48
14
40.02
6
-
51.53
15
60.15
8
-
PPS Conservative Fund of Funds A2
1.19
27.19
89
31.57
85
-
42.23
82
47.12
82
-
PPS Defensive Fund A2
1.10
30.25
45
35.47
39
-
46.10
47
51.95
43
-
Prime Cabernet Stable Fund of Funds A
2.16
31.20
29
35.08
47
-
44.16
64
48.42
72
-
PrivateClient FR Low Equity Fund B
1.59
35.77
6
39.17
8
-
52.06
12
55.86
18
-
PSG Investment Management Cautious Fund of Funds D
1.18
37.97
3
38.67
9
-
64.45
2
65.28
4
-
PSG Stable Fund A
1.78
33.62
9
37.41
19
-
59.46
5
63.98
5
-
PSG Wealth Preserver Fund of Funds C
2.96
22.90
121
26.44
123
-
35.43
119
39.34
120
-
PWS FR Cautious Fund of Funds A
1.92
23.33
118
27.34
119
-
36.93
114
41.38
111
-
Quantum FR Capital Plus Fund of Funds A
2.06
23.32
119
27.22
120
-
36.27
117
40.58
117
-
Rebalance SCI Cautious Fund of Funds A
1.80
25.33
106
29.20
106
-
39.51
99
43.82
100
-
Rezco Stable Fund C
1.27
16.59
138
19.64
137
-
36.95
113
40.53
118
-
Roxburgh Ci Conservative Fund of Funds A
1.15
27.87
82
30.99
91
-
44.51
61
48.04
77
-
RSA FR Cautious Fund C
1.48
25.99
102
30.94
92
-
37.47
111
42.87
108
-
S BRO FR Defensive Fund of Funds A
2.84
26.10
99
29.15
107
-
39.64
98
43.02
106
-
SA Asset Management FR Cautious Fund A
1.81
28.47
69
32.90
73
-
41.97
83
46.87
86
-
Sanlam Investment Management SCI Inflation Beater Fund A
1.46
21.39
131
24.12
128
-
37.61
108
40.70
116
-
Sanlam Multi Manager SCI Cautious Fund of Funds A1
1.17
30.78
36
35.23
43
-
49.93
20
55.03
24
-
Sanlam Multi Manager SCI Conservative Fund of Funds A1
1.17
25.99
101
30.42
97
-
43.78
68
48.83
68
-
Sanlam Multi Manager SCI Defensive Fund of Funds A2
1.62
30.21
50
34.49
51
-
48.95
28
53.84
32
-
Seed Stable Prescient Fund A1
1.60
31.47
28
34.77
50
-
49.59
24
53.35
36
-
Select FR Enhanced Core Cautious Fund A
0.53
29.85
54
36.40
31
-
45.42
54
52.76
39
-
Select Manager FR Cautious Fund of Funds A
1.57
28.08
75
32.38
77
-
43.55
75
48.37
73
-
Sequoia FR Stable Fund of Funds A
1.54
27.45
85
33.33
66
-
39.07
102
45.49
95
-
Signature FR Stable Fund of Funds A
2.47
28.54
68
32.15
79
-
44.18
63
48.22
75
-
SIM SCI Managed Cautious Fund of Funds A1
1.05
36.28
5
40.59
4
-
48.24
31
52.93
38
-
SIM SCI Managed Conservative Fund of Funds A1
1.07
28.98
63
34.28
56
-
43.88
67
49.79
64
-
Southern Charter FR Defensive Fund of Funds A
1.62
30.66
38
37.92
17
-
46.21
45
54.33
30
-
Star FR Stable Fund A
1.74
24.38
111
29.10
109
-
40.82
93
46.17
90
-
Starfunds.ai FR Stable Fund of Funds A
1.65
30.93
33
35.41
41
-
-
-
-
Steer FR Stable Fund A
1.00
30.32
44
33.86
60
-
39.97
97
43.78
101
-
Sygnia CPI + 2% Fund A
1.37
26.17
98
32.04
82
-
43.40
77
50.08
61
-
Sygnia Skeleton Balanced 40 Fund A
0.42
30.36
43
36.58
27
-
49.57
25
56.70
17
-
Sygnia Skeleton Balanced Absolute Fund A
28.46
70
34.42
52
-
-
-
-
Synergy Ci Conservative Fund A
1.37
24.30
112
29.44
104
-
38.72
106
44.45
97
-
Trésor SCI Stable Fund B1
1.94
25.72
104
29.34
105
-
38.93
105
42.94
107
-
TRG Stable Prescient Fund of Funds A1
1.48
27.59
84
31.82
84
-
46.77
39
51.64
45
-
Wealth Associates FR Cautious Fund of Funds A
1.33
29.08
61
33.64
63
-
45.77
50
50.92
54
-
Wealthworks Prime Cautious Fund of Funds A
1.75
30.53
40
33.92
59
-
45.63
52
49.41
65
-
Weaver FR Stable Fund of Funds A
1.09
31.94
21
38.33
13
-
43.74
71
50.72
55
-
WellsFaber SCI Stable Fund of Funds A
1.20
27.21
87
33.01
71
-
41.90
84
48.37
74
-
Profile Data Average
28.05
/139
32.42
/139
/0
44.03
/132
48.91
/132
/0