South African--Multi Asset--High Equity

< Back to Index    
Click to view Quarterly run up to the awards for this sector.
Fixed Start Date Performance
Standard Period Performance
Fund NameTER3mthsRNK1yrRNK3yrsRNK5yrsRNKCum. %
since
Dec '23
RNKCum. %
since
Dec '21
RNK
10X Your Future Fund A 0.620.831613.8515112.5610511.565630.64213548.71298
1nvest High Equity Balanced STANLIB Fund A 0.56-1.127318.785114.153311.774536.7914852.14563
27four Asset Select Fund of Funds A1 1.25-2.1214416.659612.5210810.729932.46510545.835128
27four Shariah Balanced Fund of Funds A1 1.552.131119.763410.371798.5116927.95216636.357171
3B FR Prudential Fund of Funds 3B2 2.43-0.875917.298212.6795-32.86899-
4D FR Moderate Fund of Funds A 2.32-1.7511916.949011.6814610.4312031.82511346.403124
7SC FR Balanced Fund A 1.45-5.701987.5119510.5117510.4711519.31319439.123167
ABAX Balanced Prescient Fund A1 0.90-2.2715413.9414914.532215.33437.1924371.87810
Absa SCI Growth Fund of Funds A 1.90-2.3116012.6617412.779110.3912231.05512644.807133
Absa SCI Multi Managed Absolute Return Opportunity Fund A 1.44-1.087013.4016011.8014210.0313527.74317046.586122
Absa SCI Multi Managed Core Growth Fund C 1.39-1.439714.3113912.898810.7110131.92311047.288115
ABSA SCI Multi Managed Passive Growth Fund B 0.78-2.2214917.018714.532312.522235.9626156.20930
Accorn FR Balanced Fund B 1.28-3.4718415.6711912.1912710.819130.33314148.672100
ADB FR Flexible Prudential Fund of Funds A 1.76-1.429416.1211012.2312510.0213631.75511444.432137
AF Aggressive Passive Unit Trust A1 0.36-1.097119.204413.436511.883936.4565352.53360
AF Performer Managed Unit Trust A 1.29-0.875819.024713.506311.246836.4915251.23771
AF Real Return Focus Fund A 1.22-0.845618.455712.669911.496136.2825754.94641
Affinity Ci Growth Fund A 1.72-0.593913.0616812.501109.6014930.61813742.048154
Allan Gray Balanced Fund A 1.644.11524.34715.80913.931142.5261474.0669
Allan Gray Tax-Free Balanced Fund A 1.484.10624.17815.741113.901242.0511674.8528
Alusi RealFin Managed Fund B 0.69-1.7311611.2318312.29120-32.767100-
Aluwani FR Balanced Fund A 1.14-0.624021.301914.502411.734637.9903552.20162
Amity FR Managed Select Fund of Funds A 1.79-1.4710015.9311412.0713110.838831.83111246.987118
Ampersand FR Balanced Fund of Funds A1 2.04-2.0813817.587213.1878-35.25172-
Amplify SCI Balanced Fund A1 1.16-1.6911120.342813.675811.814139.7312358.44421
Analytics Ci Balanced Fund of Funds A 2.15-0.092611.391829.501878.5516823.13918834.908173
Anchor FR Diversified Growth Fund A 1.47-0.986518.625413.894512.721738.0643360.54717
Anchor FR Managed Fund A 1.51-3.9919010.5618612.541069.8414329.80615043.309145
APS Ci Managed Growth Fund A1 1.91-0.393413.2616410.681749.2015827.02317339.340164
AS Forum FR Aggressive Fund of Funds A 2.73-3.6318614.4413711.481509.7014530.51513943.159147
Ashburton Balanced Fund A 1.24-1.7311417.537313.526011.137235.6546454.31246
Assetbase CPI + 6% Prescient Fund of Funds A1 1.15-0.694717.258311.7514510.6210731.98110848.122105
AssetMix Ci Balanced Fund A 1.38-1.6710913.6215612.1013011.167129.54015451.23870
Aureus Nobilis FR Managed Fund A 3.01-2.3015912.7217311.071659.0116128.82416140.709159
Autus Prime Balanced Fund A 2.78-6.361991.582007.401926.3317813.08819924.444185
Autus Prime Diversified Fund A 0.85-2.0913913.7415313.456410.829033.1849547.315114
Aylett Balanced Prescient Fund A1 1.21-1.469913.2816310.4717811.844025.97918147.869110
Bovest FR Managed Fund of Funds A 1.59-2.1514516.0711112.6310310.0913431.91811146.019127
Brenthurst FR Balanced Fund of Funds A 1.58-0.664318.176213.127910.828935.5946648.151103
Camissa Islamic Balanced Fund A 1.494.16423.481311.431529.5115531.54811939.336165
Capita FR Balanced Fund A 1.04-3.7818713.8615011.1016310.6210926.44217749.06692
Celerity Ci Balanced Fund A 1.42-0.243023.631215.331712.542042.5941362.20116
Celerity Ci Diversified Fund A 1.0513.37144.90119.48114.81658.386279.2743
Celtis FR Managed Fund of Funds A 1.93-1.247914.1114312.041329.5415330.84813343.873141
Centaur FR Balanced Fund A 1.66-3.9018911.8618013.376711.077730.93612945.731129
Chrome Ci Growth Fund A 1.01-1.107215.8111614.014211.655135.5586753.19255
Cinnabar SCI Balanced Plus Fund of Funds A 1.77-1.338319.454113.814711.694937.9883655.21039
Citadel Balanced H4 Fund B1 1.52-1.379112.0217711.2216011.117425.31918447.667113
ClucasGray Equilibrium Prescient Fund A1 0.840.502023.901015.701214.55843.2431167.01711
Cogence Discovery Balanced Dynamic Asset Optimiser FoF A 1.96-1.9613117.338012.5410710.4311832.54910443.103149
Cordatus Balanced Prescient Fund A2 1.301.041422.051414.242812.601937.9193754.17348
Coronation Balanced Plus Fund A 1.62-5.4319712.3917612.4211710.3312830.05014346.509123
Coronation Capital Plus Fund A 1.55-4.9219510.7918511.771449.9514026.89517646.796119
CS FR Aggressive Prudential Fund of Funds B 2.46-1.8612715.2812412.281218.9916329.91414744.458136
CS FR Prudential Fund of Funds B 2.51-1.409214.5213311.331567.8417226.19017837.937169
Custodian IM FR Balanced Fund A 1.42-1.7411718.295814.083811.087637.7963955.27138
Denker SCI Balanced Fund A 0.92-1.5810613.0516912.4311612.611829.52615557.48526
Discovery Balanced Fund A 2.01-3.8518817.308111.311589.6214733.2069441.658157
Dotport FR Prudential Fund of Funds A 3.04-3.301828.751948.721896.9617619.51119328.907181
EasyETFs Balanced Actively Managed ETF  0.751733.54218.74311.794259.188156.94028
Edgestone Prime Growth Fund A 2.100.242119.833314.103615.04538.0503477.3734
Element SCI Balanced Fund A 2.15-0.634115.3612211.1716110.5011325.42418343.009150
Element SCI Islamic Balanced Fund A 1.982.37911.941796.991936.3217917.91519522.523186
Fairtree Balanced Prescient Fund A3 2.02-2.5917018.944914.0739-38.9183062.31115
Fairtree Invest Strategic Factor Prescient Fund A1 1.02-3.6018514.4513511.8313911.067829.45515651.19072
FG SCI Neptune Growth Fund of Funds A 1.48-0.664416.4710011.8314110.4311931.39112349.20290
Fibonacci FR Balanced Fund B 2.16-1.419314.0114512.89879.9414131.56711844.184139
Financial Fitness FR Balanced Fund of Funds A 1.36-1.8312513.6215712.669810.5811230.63113649.64384
Fisher Dugmore Ci Balanced Fund A 0.75-0.755018.725214.332611.237037.5834151.07574
Flagship FR Balanced Fund A 2.08-5.0019613.3416210.021835.6718027.83316926.153184
FNB Core Balanced Fund A 0.40-1.4710118.186113.8149-36.4045452.82158
FNB Growth Fund of Funds B1 1.17-1.157517.986613.685711.515936.7775051.87164
FNB Multi Manager Balanced Fund A2 1.53-0.443519.374213.277111.306539.0682855.29237
Foord Balanced Fund B4 1.39-0.112713.5115910.4817610.4811429.85014949.33986
Fundrock Best Blend Balanced Fund C 1.26-1.036721.222013.705410.809339.4102750.13878
Fussell Ci Growth Fund A 1.34-2.2715313.40161--30.506140-
FVV Ci Growth Fund of Funds A 1.29-2.3116114.16141--31.000128-
Gradidge Mahura Ci Growth Fund A 1.19-0.383215.3312313.5062-33.8458850.61576
Granate FR Balanced Fund B 1.02-0.795321.671618.88215.89343.2771077.1745
Graviton SCI Balanced Fund A1 1.52-1.338416.2610512.5110910.6410432.22010748.129104
GraySwan SCI Aggressive Fund A 1.20-1.066813.2416512.3511812.132929.05115754.90542
Gryphon Prudential Fund B 0.43-0.21294.971985.521956.741778.00620127.578183
H4 Diversified Fund B1 0.81-0.583817.477713.108112.352334.8347754.03250
High Street Balanced Prescient Fund B1 1.20-7.482007.3419615.8489.2815721.76119039.334166
Hollard FR Managed Growth Fund of Funds B 1.61-2.2214816.1710811.5714810.3712430.17814242.314152
Imali FR Passive Balanced Fund A 1.33-0.876111.7118110.481779.9713724.25118741.677156
Interactive Balanced Prescient Fund of Funds A 1.700.212219.963212.63102-34.36981-
Investec FR Balanced High Equity Fund A 1.59-2.0613714.8912912.4611311.625230.01014453.70751
Investec FR Diversified Growth FoF A 1.880.162317.517614.103511.236937.7054051.16273
Investhouse Ci Balanced Fund A 1.63-1.5210210.2018710.911689.6714625.29018540.244160
JBL SCI Managed Fund of Funds B1 1.39-0.835514.9212812.0413310.6410331.47612050.03281
Kruger Balanced Prescient Fund A 1.11-2.991769.021939.581868.7616721.39419133.811175
Long Beach Managed Prescient Fund A1 1.57-12.15201-1.0720111.791437.6317417.88419629.772180
Lynx Prime Balanced Fund of Funds A 2.59-1.358718.535613.128010.3412737.8353848.099106
M&G Balanced Fund I 1.71-2.5216716.948912.6410011.943533.8059052.29861
Marriott Balanced Fund of Funds A 2.21-2.531689.991898.811887.7817319.53819230.019179
Matrix SCI Balanced Fund B1 1.01-1.7511819.074513.805112.312439.5342656.94927
Median FR Balanced Fund of Funds A 1.91-1.8612817.078512.808910.838735.2957149.76883
Merchant West SCI Balanced Plus Fund A1 1.62-2.6817114.5513212.2112610.769730.87613249.46985
Merchant West SCI Managed P&G Fund A 1.22-0.926214.1714013.187713.261331.97110948.183102
Methodical FR Balanced Fund A 1.620.991519.983113.386611.107536.0405952.98457
MI-PLAN FR Balanced Plus Fund B5 1.06-1.318215.4712112.031349.5415229.89814844.035140
MitonOptimal FR Active Beta Fund A 1.22-1.308118.046313.19759.9513835.1427346.665121
Momentum Focus 6 Fund of Funds A 1.76-2.3916418.944812.988510.7210035.9436248.026108
Momentum Focus 7 Fund of Funds A 1.77-2.3416319.703813.227410.968136.7864948.75996
Momentum Target 6 Fund of Funds A 0.96-1.5410319.733713.705511.127335.3777050.18177
Momentum Target 7 Fund of Funds A 0.89-1.429620.582413.964311.276635.7546350.72775
Multi Asset FR Balanced Plus Fund B1 1.24-1.9213017.617113.187610.799434.8077849.32387
MyQ Ci Growth Fund A 1.63-0.775216.4210112.2512310.948231.17812551.55567
Nedgroup Investments Balanced Fund A2 1.32-2.2915721.391813.565910.938341.4721958.92319
Nedgroup Investments Core Accelerated Fund B 0.46-1.5710518.186015.131812.861536.9824757.64624
Nedgroup Investments Core Diversified Fund B 0.45-1.459817.926914.492512.242736.6105155.60533
New Road FR Enhanced Opportunities Fund A 0.87-2.8917521.062215.0319-37.12844-
New Road FR Managed Fund of Funds A 1.29-2.2815618.645313.257211.007934.3238249.09891
NFB Ci Managed Fund A 0.88-0.754919.074613.814811.784337.0954554.13649
NFB Ci Managed Growth Fund of Funds A 1.26-0.976413.1616612.2612210.908429.57215348.062107
Ninety One Managed Fund A 1.172.47816.1710911.341558.9516431.57111743.700142
Ninety One Opportunity Fund A 2.30-4.421934.491998.661919.0116017.49219734.700174
Noble PP FR Wealth Creator Fund of Funds A 2.83-2.3015813.0716710.271807.0717525.26118632.781176
Northstar FR Managed Fund A1 1.58-3.201799.7519110.8917010.2813027.43617245.411132
Novare High Growth Fund A1 1.41-3.3918314.4513610.8317110.4411728.52116444.738134
Oasis Balanced Unit Trust Fund D 1.721.791221.032312.4411511.506034.2848448.88595
Oasis Crescent Balanced High Equity Fund of Funds D 1.813.30719.753510.811739.8414431.59611641.079158
Obsidian SCI Balanced Fund B1 1.242.281025.64615.84712.073145.660658.08923
Octagon SCI Growth Fund of Funds B1 1.80-0.313116.909112.1412810.3912132.30010649.31588
Old Mutual Balanced Fund A 1.61-0.473617.976712.789010.779634.4897946.674120
Old Mutual Core Balanced Fund A 0.70-1.278020.532515.351612.542138.8413157.48525
Old Mutual Multi-Managers Aggressive Balanced Fund of Funds A 2.02-1.7712317.737012.5710410.819232.74410146.164126
Old Mutual Multi-Managers Balanced Fund of Funds A 1.98-1.6610816.3310312.0013510.3512630.89613143.662143
Optimum FR Managed Growth Fund C 1.60-3.2918113.6515511.3915310.3812330.51813845.415131
Ordian Capital FR Balanced Fund of Funds A 2.12-2.1214213.99147--27.866168-
Otto1890 FR Balanced Fund A1 1.21-0.694614.121429.701857.9417026.02918030.498178
Oyster Catcher RealFin Balanced Fund A 1.01-2.7117317.148415.531413.061439.0312964.88713
Palmyra FR Balanced Fund A 1.37-3.2718016.559812.729410.988030.79313449.28289
PBi FR Balanced Fund of Funds A 1.17-1.016616.978813.506111.695036.2105854.53444
Perpetua SCI Balanced Fund A 0.96-0.835419.564012.669711.893835.4776955.31236
Personal Trust Managed Fund A 1.50-0.865718.595513.316912.123035.6076554.29647
Personal Trust Prudent Fund of Funds A 2.14-1.7011213.7415211.3815410.799528.11816547.184116
Perspective Balanced Prescient Fund A1 1.20-0.132814.8913013.336814.101034.0748662.39814
PFPS Ci Balanced Fund of Funds A 1.50-0.946316.789411.9713610.2213230.92713045.446130
Pinnacle Wealth Balanced Prescient Fund of Funds A1 1.22-2.8517417.517514.024011.973436.3445555.12240
Plexus Wealth FR Balanced Fund A 1.83-4.1019112.0117811.1316210.3012925.80018238.534168
PMK Managed Prescient Fund of Funds A3 1.45-1.7612016.2910414.014111.913733.8318951.28468
PortfolioMetrix FR Balanced Fund of Funds A 1.15-2.4916617.996513.815012.023335.4916855.80832
PPS Balanced Fund of Funds A2 1.27-1.358515.7611713.098312.252635.1417455.48634
PPS Balanced Passive Fund A2 0.49-1.9713220.073014.662112.262540.1762054.89543
PPS Managed Fund A2 1.30-1.379022.041516.11514.48948.212575.2766
Prescient Balanced Fund A2 0.47-2.2014617.028614.183211.456236.3075651.25969
Prime Shiraz Prudential Aggressive Fund of Funds A 2.170.511923.90915.401512.791642.8341259.26818
Private Capital FR Managed Fund A 1.45-1.7612214.4213810.89169-29.007159-
PrivateClient FR High Equity Fund B 1.74-1.6010720.462613.785311.565539.6062556.34129
Prowess Balanced 27four Fund A1 1.21-0.724828.854--51.4874-
PSG Balanced Fund A 1.796.44227.54515.801016.98245.197782.2342
PSG Investment Management Growth Fund of Funds D 1.324.84329.85318.28417.06154.566389.6891
PSG Wealth Moderate Fund of Funds A 2.31-1.247815.6811811.9613710.7010231.00912747.096117
PWM Balanced Prescient Fund of Funds A1 1.37-1.157616.1810713.0982-33.1709649.02593
PWS FR Moderate Fund of Funds A 1.86-1.368814.4713412.241249.5815031.45612244.246138
Quantum FR Managed Fund C 1.85-2.1114115.0612711.601479.1315929.63815139.812162
Rebalance SCI Balanced Fund of Funds A 1.82-0.383314.0314411.831409.4115629.98414542.838151
Red Oak FR Balanced Fund A 1.811.76139.801908.701907.9017121.87318936.007172
Rezco Managed Plus Fund A 1.67-0.67457.281975.401964.0418211.25620028.755182
Rezco Value Trend Fund A 1.730.03249.511925.731944.7318113.71619830.823177
Rowan Capital FR Balanced Fund of Funds A 1.56-0.493716.2210614.113411.605336.0236058.10522
Roxburgh Ci Balanced Plus Fund of Funds A 1.23-1.368916.0611213.068411.545733.5359153.19354
RSA FR Balanced Fund A 1.37-1.7311516.539910.831729.5315431.25812441.964155
S BRO FR Managed Fund of Funds A 2.79-2.2114716.0311311.231598.9316529.01315839.402163
SA Asset Management FR Balanced Fund of Funds A 1.89-2.2215016.709514.093710.749838.2363251.70366
Sage FR Long Term Solution FoF A2 1.52-1.217716.569712.2911910.4711633.2439350.11380
Sanlam Multi Manager SCI Aggressive Fund of Funds A1 1.33-0.876023.651115.561312.242844.483858.52120
Sanlam Multi Manager SCI Balanced Fund of Funds A2 1.52-1.7612118.036412.4511410.3612534.0938548.68499
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds A1 1.23-1.6811015.8911512.4811110.6310532.64010348.75797
Sanlam Multi Manager SCI Moderate Fund of Funds A1 1.17-1.358616.879212.4711210.858532.67610249.95982
Sanlam Private Wealth SCI Balanced Fund 1.88-2.4116513.0517010.161829.8814227.90816743.247146
Seed Balanced Prescient Fund A1 1.70-2.0013415.0712612.918610.848634.4428049.02194
Select FR Balanced Fund A 1.41-2.2315119.633914.282711.784439.6562465.18512
Select FR Enhanced Core Balanced Fund A 0.51-1.8312417.517413.695611.734735.0937550.13579
Select Manager FR Balanced Fund of Funds A 1.76-2.2615215.1212512.6310110.6310631.46112147.876109
Sentio SCI Balanced Fund B3 1.63-2.5616913.691549.94184-29.632152-
Sentio SCI HIKMA Shariah Balanced Fund A1 1.12-0.644214.0014610.971668.9916229.92214637.744170
Sequoia FR Managed Growth Fund of Funds A 1.53-2.0413517.397911.8613810.1013333.1089844.481135
Signature FR Balanced Fund of Funds A 2.48-1.429516.869312.1412910.6011131.69111547.704112
SIM SCI Managed Aggressive Fund of Funds A1 1.02-2.2715521.551714.203111.585442.0951553.22153
SIM SCI Managed Moderate Aggressive Fund of Funds A1 1.01-2.1014020.202913.844611.336439.9292151.71965
Simplisiti FR Managed Protector Fund of Funds A 2.04-3.0517713.9614811.441519.6014828.99916043.154148
Southern Charter FR Growth Fund of Funds A 1.67-1.5510418.245913.805212.063237.0454652.59759
STANLIB Multi-Asset Growth Fund B1 1.38-2.3316215.5712012.7692-33.12797-
Star FR Balanced Fund A 1.77-2.0513612.4017511.501498.8616628.52216343.403144
Starfunds.ai FR Balanced Fund of Funds C 1.63-4.3719213.0217111.3215710.6111028.61516246.311125
Stonehage Fleming Growth Prescient Fund A1 1.88-1.137412.73172--26.041179-
Sygnia CPI + 6% Fund A 1.45-1.7211317.437812.739310.6210834.0698748.468101
Sygnia Skeleton Balanced 70 Fund A 0.45-1.066919.344314.232911.545837.5094255.94231
Synergy Ci Growth Fund A 1.42-1.8412610.9318411.0916410.2513127.00517442.306153
Trésor SCI Balanced Fund B1 2.00-2.6917213.5815810.221819.5715127.56017140.044161
TRG Balanced Prescient Fund of Funds A1 1.65-0.072517.966813.237311.446334.3038353.42852
Visio FR Balanced Fund A 1.29-4.6319420.402716.00614.70743.745975.1957
Wealth Associates FR Balanced Fund of Funds A 1.36-1.9913316.3410213.277011.943634.8717655.42535
Wealthpoint FR Balanced Fund A 1.20-3.2017810.1918810.93167-26.899175-
Wealthworks Prime Managed Fund of Funds A 1.69-0.775119.733613.944411.266739.8312254.45245
Weaver FR Balanced Fund of Funds A 1.24-1.8812921.112114.213011.704841.6261853.04856
WellsFaber SCI Balanced Fund of Funds A 1.33-2.1214314.7513112.67969.9513933.3469247.821111
Woodland Ci Balanced Fund A 1.370.571818.805014.8020-42.03317-
Profile Data Average
 -1.40/20116.45/20112.65/19610.84/18232.97/20149.46/186