South African--Multi Asset--Medium 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 NameTERMar 2026RJun 2026RSep 2026R Mar 2026RJun 2026RSep 2026R
10X Moderate Fund A 0.6229.5363--47.6238--
27four Balanced Fund of Funds A1 1.2132.4431--46.8244--
Absa SCI Accumulation Fund of Funds A 1.8330.1756--45.5652--
Absa SCI Multi Managed Core Accumulation Fund C 1.4030.3754--48.0335--
ABSA SCI Multi Managed Passive Accumulation Fund B 0.7234.0521--53.7410--
ADB FR Balanced Fund of Funds A 1.6830.0159--38.8275--
Aeon Balanced Prescient Fund A1 1.4329.4065--46.2848--
Affinity Ci Moderate Fund A 1.6630.6553--44.2559--
Amity FR Prudent Fund of Funds A 1.9529.7861--42.9263--
Ampersand FR Moderate Fund of Funds A1 2.0032.8329-----
Amplify SCI Absolute Fund A1 1.0635.0416--53.1111--
Analytics Ci Moderate Fund of Funds A 2.0720.9294--33.5184--
Anchor FR Diversified Moderate Fund A 1.4534.6818--56.305--
APS Ci Moderate Fund A1 1.9023.3290--36.6380--
AS Forum FR Moderate Fund of Funds A 2.7327.5679--40.1971--
Assetbase CPI + 4% Prescient Fund of Funds A1 1.1332.0636--49.6126--
AssetMix Ci Moderate Fund A 1.3230.2755--48.7931--
Baroque FR Moderato Fund of Funds A 2.8028.6174--41.2768--
Caleo FR Moderate Fund of Funds A 2.1133.1226--34.8183--
Camissa Protector Fund A 1.5141.293--57.203--
Celerity Ci Moderate Fund A 1.3238.026--56.974--
Chrome Ci Defensive Fund A 1.0028.3876--44.4757--
Chrome Ci Moderate Fund A 0.9132.7630--49.6127--
Cinnabar SCI Balanced Fund of Funds A 1.6933.8823--51.2118--
Cogence Discovery Moderate Dynamic Asset Optimiser FoF A 1.8331.5041--45.4854--
Destiny FR Prudential Fund of Funds A 2.5529.6462--44.4558--
Deton Prime Balanced Fund of Funds S 2.1930.1057--43.4862--
Discovery Moderate Balanced Fund A 1.6931.2943--39.9873--
Edge FR Balanced Fund of Funds A 1.6932.2933--46.5546--
Engelberg FR Balanced Fund A 1.7443.071--51.8115--
Fairtree Flexible Balanced Prescient Fund A3 1.0533.9922--59.002--
FG SCI Saturn Moderate Funds of Funds A 1.4730.6552--50.9921--
Fisher Dugmore Ci Moderate Fund A 0.7631.5439--45.6751--
FNB Islamic Balanced Fund A 1.3630.0258--38.0276--
FNB Moderate Fund of Funds B1 1.0636.0010--52.8512--
Foord Conservative Fund A 1.7829.0569--49.6525--
Foster FR Moderate Fund of Funds A 1.8531.0744--49.3928--
Fussell Ci Defensive Fund of Funds A 1.3327.3281-----
FVV Ci Moderate Fund of Funds A 1.2529.1867-----
Genera Capital Multi-Asset Prime Fund A 1.7627.0282--39.3374--
Gradidge Mahura Ci Moderate Fund A 1.1531.5440--48.9030--
Graviton SCI Medium Equity Fund A1 1.5231.6238--48.2834--
GraySwan SCI Moderate Fund A 1.2124.6487--48.5032--
Hollard FR Moderate Growth Fund of Funds B 1.5928.5475--42.4664--
ID Capital FR Balanced Fund A 1.4621.5593--35.3281--
IFM Balanced Value Fund of Funds A 2.8613.6795--17.8689--
Intellivest FR Moderate Fund A 1.5031.0245-----
Investec FR Balanced Fund of Funds A 1.7136.239--51.7417--
Melville Douglas STANLIB Medium Equity Fund of Funds A 1.8629.2966--46.8343--
Mergence CPI + 4% Prime Fund A1 1.4830.8847--47.5339--
Methodical FR Absolute Fund A 1.2528.9071--46.9141--
MI-PLAN FR Balanced Fund B5 1.0630.8748--43.8360--
MitonOptimal FR Prudential Fund of Funds B2 2.2922.7992--30.4988--
MM FR Moderate Fund of Funds A 2.1532.9628--46.4447--
Momentum Focus 5 Fund of Funds A 1.7735.6813--45.8749--
Momentum Target 5 Fund of Funds A 0.9035.3915--48.9529--
Montrose FR Moderate Fund of Funds A 3.1129.4364--40.1472--
Multi Asset FR Balanced Fund B1 1.2032.2834--46.8742--
MyQ Ci Moderate Fund of Funds A 1.4227.3380--45.5053--
Nedgroup Investments Opportunity Fund A1 1.3142.342--67.351--
New Road FR Moderate Fund of Funds A 1.3031.3942--48.3833--
Noble PP FR Balanced Defensive Fund of Funds A 2.8722.8591--32.5585--
Novare Balanced Fund A1 1.1226.9283--44.6456--
Oasis Crescent Balanced Progressive Fund of Funds A 2.3328.8072--34.8282--
Old Mutual Albaraka Balanced Fund A 1.4627.8278--41.8466--
Old Mutual Core Moderate Fund A 0.7835.9411--51.1720--
Old Mutual Dynamic Floor Fund A 1.7229.0868--30.6487--
Old Mutual Moderate Balanced Fund A 1.6027.9377--40.6269--
Old Mutual Multi-Managers Defensive Fund of Funds A 1.9329.9660--42.1665--
Optimum FR Balanced Fund C 1.5730.8749--46.6845--
Otto1890 FR Horizon Multi Managed Accumulation Fund A1 1.3934.3720-----
PFPS Ci Moderate Fund of Funds A 1.4329.0370--43.7861--
Platinum FR Balanced Fund of Funds A 2.1223.7288--37.7378--
PMK Balanced Prescient Fund of Funds A3 1.4630.7651--47.8637--
PortfolioMetrix FR Moderate Fund of Funds A 1.0635.7012--55.556--
PPS Moderate Fund of Funds A2 1.2533.4424--50.1223--
PPS Stable Growth Fund A2 1.1337.088--54.238--
Prescient Positive Return QuantPlus Fund A2 0.9334.6319--45.7850--
Prime Optimal Balanced Fund of Funds B1 1.8423.3689--36.9579--
PrivateClient FR Medium Equity Fund B 1.6737.947--54.597--
Quantum FR Balanced Fund of Funds A 2.1025.7086--37.8477--
Roxburgh Ci Balanced Fund of Funds A 1.2132.3932--51.1919--
S BRO FR Moderate Fund of Funds A 2.9728.7373--41.3167--
SA Asset Management FR Moderate Fund A 1.8031.6737--45.0255--
Sasfin FR Balanced Fund A 1.1726.5784--31.9486--
Select Manager FR Moderate Fund of Funds A 1.6230.8350--47.2140--
SIM SCI Managed Moderate Fund of Funds A1 1.0040.944--52.6113--
Southern Charter FR Balanced Fund of Funds A 1.6234.9917--50.1222--
Sygnia CPI + 4% Fund A 1.4232.2135--47.9436--
Sygnia Skeleton Balanced 60 Fund A 0.4435.4314--54.089--
Synergy Ci Moderate Fund A 1.4325.8085--40.3770--
TRG Moderate Prescient Fund of Funds A1 1.5630.8846--49.8224--
Vunani FR Multi Asset Fund A 1.0533.0827-----
Wealth Associates FR Moderate Fund of Funds A 1.3333.3725--51.8116--
Weaver FR Moderate Fund of Funds A 1.0439.625--52.5014--
Profile Data Average
 30.99/95/0/045.71/89/0/0