South African--Multi Asset--Low Equity
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Fixed Start Date Performance
Standard Period Performance
Fund Name
TER
3mths
RNK
1yr
RNK
3yrs
RNK
5yrs
RNK
Cum. %
since
Dec '23
RNK
Cum. %
since
Dec '21
RNK
10X Defensive Fund A
0.64
0.41
14
10.77
117
10.96
80
9.75
59
26.408
95
43.756
71
1nvest Low Equity Balanced STANLIB Fund A
0.54
-1.21
77
15.34
25
12.12
32
10.36
36
30.401
43
46.660
41
27four Stable Fund of Funds A1
1.20
-1.81
114
14.16
57
12.12
31
10.33
37
30.225
48
44.656
61
3B FR Cautious Managed Fund A
3.36
0.21
15
14.29
54
11.05
78
9.44
77
28.734
65
46.497
42
3B FR Stable Fund of Funds 3B2
1.81
-1.10
72
10.05
122
-
-
21.747
129
-
4D FR Cautious Fund of Funds A
2.16
-1.49
91
14.16
58
10.13
109
8.83
103
26.325
97
40.332
96
7SC FR Stable Fund A
2.06
-3.22
139
6.64
139
9.14
123
7.96
120
17.289
138
33.427
126
ABAX Absolute Prescient Fund A
0.80
0.59
12
10.75
118
10.79
83
10.27
41
26.702
91
48.686
29
ABAX SA Absolute Prescient Fund A1
0.71
0.85
10
14.47
43
11.67
49
10.43
32
31.594
27
51.844
13
Absa SCI Multi Managed Core Preserver Fund C
1.36
-2.20
126
12.23
99
11.60
51
9.48
74
28.021
79
45.995
50
ABSA SCI Multi Managed Passive Preserver Fund B
0.68
-1.65
106
14.77
37
12.41
22
10.41
33
30.911
35
50.137
18
ABSA SCI Preserver Fund of Fund A
1.73
-2.09
122
12.35
96
11.71
47
9.40
78
28.616
68
44.660
60
AF Conservative Passive Unit Trust A1
0.36
-1.22
79
16.14
14
12.34
26
10.76
23
32.311
17
49.888
22
AF Conserver Managed Unit Trust A
1.16
-1.31
84
15.17
29
-
-
31.810
22
-
Affinity Ci Cautious Fund A
1.54
-0.75
54
12.52
90
11.83
44
9.54
67
29.218
58
42.656
80
Allan Gray Optimal Fund A
1.18
7.14
1
7.43
138
7.32
135
6.49
129
19.878
136
30.788
130
Allan Gray Stable Fund A
1.61
3.45
2
15.11
30
12.11
34
11.07
13
31.029
33
54.884
9
Amity FR Steady Growth Fund of Funds A
1.73
-0.71
48
12.34
97
10.50
97
9.20
86
26.680
93
41.867
86
Ampersand FR Cautious Fund of Funds A1
1.93
-1.54
97
14.61
41
11.73
45
-
30.218
50
-
Amplify SCI Defensive Balanced Fund A1
0.94
-1.07
71
15.19
28
12.38
23
11.17
10
32.485
13
51.842
14
Amplify SCI Wealth Protector Fund B5
1.04
-1.21
78
17.75
9
13.04
6
11.77
7
37.290
4
62.550
3
Analytics Ci Cautious Fund of Funds A
1.93
0.86
9
7.53
137
7.99
133
7.45
125
17.827
137
28.451
131
Anchor FR Diversified Stable Fund A
1.19
-0.80
55
15.69
21
12.57
15
11.19
9
33.336
10
54.641
10
APS Ci Cautious Fund A1
1.90
-0.22
23
9.18
129
8.77
129
8.16
115
20.251
135
32.199
128
Argon FR Absolute Return Fund A
2.75
-0.46
30
13.76
66
10.45
100
9.55
66
29.394
56
44.323
63
Ashburton Targeted Return Fund B4
1.00
-0.83
57
15.84
19
12.30
28
10.94
14
31.093
32
49.414
27
Assetbase CPI + 2% Prescient Fund of Funds A1
1.05
-0.11
21
13.71
68
10.90
81
9.67
62
28.307
73
46.270
45
AssetMix Ci Conservative Fund A
1.31
-0.72
49
11.61
104
11.31
63
9.96
47
26.681
92
44.092
66
Aureus Nobilis FR Cautious Fund A
2.94
-1.67
108
10.80
116
10.32
105
8.38
111
24.809
109
38.930
105
Autus Prime Cautious Fund A
1.08
-3.13
137
7.62
136
10.06
112
8.64
106
22.196
126
36.390
117
Autus Prime Stable Fund A
2.50
-4.20
140
1.90
140
7.52
134
6.42
130
13.700
140
27.304
133
Bovest FR Conservative Fund of Funds A
1.48
-1.17
75
13.50
71
11.23
69
9.07
91
27.953
81
42.612
81
Camissa Stable Fund A
1.47
-1.47
89
18.87
4
14.96
1
13.61
1
44.771
1
65.633
1
Capita FR Cautious Fund A
1.05
-2.61
134
13.11
79
10.33
103
9.16
87
26.005
101
41.793
87
Celerity Ci Conservative Fund A
1.22
-0.71
47
10.93
113
10.31
106
8.89
101
24.814
108
41.288
92
Celtis FR Conservative Fund of Funds A
1.85
-0.58
36
12.47
92
11.20
70
8.96
96
27.897
82
42.525
82
Cinnabar SCI Stable Fund of Funds A
1.73
-1.38
88
14.24
55
11.61
50
10.04
45
29.881
53
47.984
33
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.73
-2.30
128
14.92
35
11.85
43
10.31
38
30.461
42
45.097
56
Constellation Protected Growth Prescient Fund A1
1.09
-1.99
117
9.16
130
8.21
132
7.08
128
20.763
133
33.319
127
Coronation Balanced Defensive Fund A
1.50
-3.17
138
9.67
127
10.73
85
9.13
88
24.172
114
43.692
75
Denker SCI Stable Fund A
0.97
-0.60
38
12.92
84
11.33
62
9.51
70
27.198
89
46.101
47
Dinamika FR Conservative Fund of Funds A
3.14
-2.42
131
11.82
102
11.10
76
9.39
79
28.264
74
41.054
93
Discovery Cautious Balanced Fund A
1.65
-3.07
136
14.37
49
10.19
107
8.56
107
28.667
67
37.370
113
Dotport FR Cautious Fund of Funds A
2.87
-1.87
115
10.83
114
9.12
124
7.64
124
23.975
115
34.973
122
Dynasty Ci Wealth Preserver Fund A2
1.22
0.90
8
9.15
131
9.72
118
9.06
92
22.104
128
38.984
104
Edge FR Cautious Fund of Funds A
1.62
-2.16
124
14.11
60
11.14
73
9.72
61
29.002
63
43.772
70
Edgestone Prime Preserver Fund A1
1.39
-1.52
94
19.57
3
14.10
3
12.02
6
39.061
2
55.944
7
Element SCI Real Income Fund A
1.82
-0.65
41
15.22
26
11.43
59
10.01
46
27.789
84
45.996
49
Fairtree FR Select Cautious Fund A
1.22
-0.44
29
14.33
53
12.50
18
10.57
29
31.765
23
56.817
6
FG SCI Venus Cautious Fund of Funds A
1.17
-0.49
33
11.56
105
10.66
89
9.63
64
26.335
96
44.926
58
Fibonacci FR Temperate Fund C
1.80
-1.99
116
14.49
42
12.34
25
-
30.219
49
-
Financial Fitness FR Stable Fund of Funds A
1.27
-1.77
112
10.83
115
10.55
92
9.10
90
24.500
111
40.481
95
FNB Stable Fund of Funds B1
0.89
0.09
18
15.21
27
12.44
21
10.77
22
32.324
16
50.058
19
Fundrock Best Blend Cautious Fund C
1.36
-0.93
62
14.63
40
10.58
91
8.93
98
28.249
75
39.354
102
FVV Ci Conservative Fund of Funds A
1.18
-1.65
105
13.21
74
-
-
29.151
60
-
Gradidge Mahura Ci Cautious Fund A
1.13
-0.67
43
14.94
34
12.51
17
-
31.601
26
49.422
26
Graviton SCI Low Equity Fund A1
1.54
-0.94
64
13.96
62
11.12
75
9.49
73
28.058
77
44.765
59
GraySwan SCI Cautious Fund A
1.21
-0.11
22
8.14
133
9.78
117
9.81
56
21.451
131
43.713
74
H4 Stable Fund B1
0.80
-0.74
52
14.35
51
12.12
30
11.11
12
31.111
31
49.815
23
Hollard FR Conservative Growth Fund of Funds B
1.58
-1.66
107
13.20
75
10.71
86
9.61
65
26.418
94
41.311
91
Investhouse Ci Cautious Fund A
1.63
-1.52
95
10.13
121
9.84
115
8.94
97
23.748
117
37.526
111
Kruger Prudential Prescient Fund A
1.07
-0.32
26
10.05
123
10.04
113
8.97
95
22.899
123
36.264
119
Laurium Stable Prescient Fund A2
1.05
-1.21
76
16.08
16
11.98
40
10.88
16
31.585
28
50.828
17
Lynx Prime Cautious Fund of Funds A
2.52
-0.90
61
13.62
69
10.55
93
9.00
93
27.974
80
40.288
97
M&G Inflation Plus Fund I
1.64
-2.16
123
15.82
20
11.44
58
10.82
18
30.546
40
47.212
38
Merchant West SCI Cautious Fund A1
1.44
-2.50
133
14.74
38
12.75
10
10.79
21
31.977
19
54.172
11
Merchant West SCI Stable P&G® Fund A
1.24
-0.69
46
14.18
56
12.66
13
12.93
2
31.708
24
48.274
31
MI-PLAN FR Balanced Defensive Fund B5
1.09
-0.95
65
15.02
32
12.69
11
9.66
63
32.523
12
47.262
37
Mianzo CPI + 3% 27four Fund A1
0.68
-0.68
45
18.74
6
12.84
8
11.14
11
33.740
8
55.227
8
MitonOptimal FR Diversified Income Fund of Funds B2
1.93
0.56
13
9.49
128
8.98
125
7.41
126
21.466
130
33.581
125
MM FR Cautious Fund of Funds A
2.02
-1.64
104
14.47
44
11.59
52
9.49
72
29.855
54
43.973
67
Momentum Focus 3 Fund of Funds A
1.76
-2.07
120
16.51
13
11.90
42
9.81
57
32.065
18
43.714
73
Momentum Target 3 Fund of Funds A
1.07
-1.49
90
16.71
10
12.35
24
10.11
43
31.650
25
46.425
43
Montrose FR Cautious Fund of Funds A
2.92
-1.55
98
11.23
110
9.84
116
8.09
118
22.208
125
34.363
123
Multi Asset FR Balanced Defensive Fund B1
1.19
-1.63
102
14.43
47
12.00
39
9.94
49
30.089
52
45.486
54
Nedgroup Investments Core Guarded Fund B
0.45
-0.66
42
14.45
45
12.47
20
10.60
28
30.731
38
48.635
30
Nedgroup Investments Stable Fund C
1.94
1.42
7
10.04
124
8.34
131
8.35
113
23.749
116
39.435
101
New Road FR Stable Fund of Funds A
1.30
-1.51
93
13.83
65
12.02
38
10.09
44
29.172
59
47.902
35
NFB Ci Defensive Fund of Funds A
1.26
-0.73
51
12.52
91
11.52
56
10.12
42
28.036
78
45.721
52
NFB Ci Stable Fund A
0.99
-0.51
34
15.63
23
12.55
16
10.75
24
32.383
15
51.115
16
Ninety One Cautious Managed Fund A
1.64
-2.37
130
9.80
126
10.08
110
8.76
105
23.470
118
36.625
116
Noble PP FR Strategic Income Fund of Funds A
2.74
-1.24
82
10.49
119
9.48
120
7.22
127
22.554
124
33.918
124
Oasis Balanced Stable Fund of Funds D
1.75
-0.68
44
18.85
5
12.82
9
10.62
27
32.838
11
41.394
89
Oasis Crescent Balanced Stable Fund of Funds D
1.76
3.24
4
13.56
70
8.98
126
7.74
123
23.295
121
31.367
129
Octagon SCI Cautious Fund of Funds B1
1.62
-0.48
32
12.45
94
10.48
98
9.30
85
26.297
98
43.278
79
Old Mutual Capital Builder Fund A
1.48
1.42
6
12.53
89
8.52
130
6.20
131
22.140
127
27.815
132
Old Mutual Core Conservative Fund A
0.71
-1.33
85
16.13
15
12.57
14
10.40
34
31.944
20
47.635
36
Old Mutual Multi-Managers Cautious Fund of Funds A
1.72
-0.48
31
12.68
88
10.47
99
8.92
100
25.968
104
38.520
108
Old Mutual Stable Growth Fund A
1.57
-0.62
39
12.70
87
9.37
121
8.80
104
24.724
110
37.567
110
Optimum FR Stable Fund C
1.52
-2.35
129
12.31
98
10.81
82
9.35
82
27.223
87
41.791
88
Otto1890 FR Stable Fund A
0.88
-2.02
119
15.90
18
12.17
29
11.20
8
30.860
36
49.912
21
Oyster Catcher RealFin Stable Fund A
0.89
-2.29
127
15.42
24
14.27
2
12.76
3
35.217
7
60.417
4
Palmyra FR Stable Fund A
1.18
-2.09
121
15.04
31
11.16
71
9.53
69
29.147
61
45.027
57
PBi FR Conservative Fund of Funds A
1.09
-0.06
19
13.19
76
11.28
65
9.89
51
28.707
66
46.406
44
Personal Trust Conservative Managed Fund A
1.47
-0.82
56
14.84
36
11.29
64
10.50
30
29.387
57
46.870
39
PFPS Ci Cautious Fund of Funds A
1.33
-0.90
60
13.13
78
10.67
88
9.54
68
25.483
106
41.316
90
Platinum FR Income Provider Fund of Funds A
2.10
-0.63
40
8.12
134
8.87
127
7.77
121
20.548
134
35.037
121
Plexus Wealth FR Conservative Fund A
1.81
-2.87
135
12.46
93
12.11
35
10.93
15
30.244
47
47.930
34
PMK Stable Prescient Fund of Funds A1
1.65
-0.97
66
13.75
67
11.59
54
9.93
50
28.364
72
43.470
77
PortfolioMetrix FR Cautious Fund of Funds A
1.04
-1.77
111
15.93
17
12.85
7
10.85
17
32.477
14
51.528
15
PPS Conservative Fund of Funds A2
1.19
-1.05
69
12.21
100
10.75
84
9.74
60
27.194
90
42.227
83
PPS Defensive Fund A2
1.10
-0.99
67
16.56
11
11.59
53
10.80
20
30.252
46
46.098
48
Prime Cabernet Stable Fund of Funds A
2.16
-1.55
99
13.91
63
12.03
37
9.94
48
31.200
30
44.158
65
PrivateClient FR Low Equity Fund B
1.59
-1.02
68
17.80
8
13.15
5
10.49
31
35.768
6
52.056
12
PSG Investment Management Cautious Fund of Funds D
1.20
3.37
3
19.75
1
13.81
4
12.66
4
37.970
3
64.454
2
PSG Stable Fund A
1.78
2.66
5
19.58
2
12.50
19
12.43
5
33.621
9
59.459
5
PSG Wealth Preserver Fund of Funds C
2.98
-1.33
86
10.98
112
9.26
122
8.20
114
22.902
122
35.432
120
PWS FR Cautious Fund of Funds A
1.92
-0.75
53
11.07
111
9.90
114
8.05
119
23.334
119
36.930
115
Quantum FR Capital Plus Fund of Funds A
2.06
-1.23
80
11.37
106
9.58
119
8.11
117
23.319
120
36.275
118
Rebalance SCI Cautious Fund of Funds A
1.80
-0.35
27
11.32
107
10.52
95
8.51
108
25.328
107
39.509
100
Rezco Stable Fund C
1.23
-0.59
37
8.51
132
6.85
136
5.65
132
16.589
139
36.952
114
Roxburgh Ci Conservative Fund of Funds A
1.15
-0.22
24
12.92
83
11.15
72
9.84
53
27.867
83
44.508
62
RSA FR Cautious Fund C
1.48
-1.33
87
12.73
86
10.17
108
8.47
109
25.986
103
37.469
112
S BRO FR Defensive Fund of Funds A
2.84
-1.06
70
11.29
108
10.68
87
8.42
110
26.101
100
39.641
99
SA Asset Management FR Cautious Fund A
1.81
-1.63
103
12.88
85
11.00
79
9.10
89
28.469
70
41.974
84
Sanlam Investment Management SCI Inflation Beater Fund A
1.46
0.63
11
8.09
135
8.87
128
7.75
122
21.394
132
37.607
109
Sanlam Multi Manager SCI Cautious Fund of Funds A1
1.17
-0.73
50
14.45
46
11.70
48
10.31
39
30.782
37
49.935
20
Sanlam Multi Manager SCI Conservative Fund of Funds A1
1.17
-0.10
20
11.28
109
10.52
94
8.92
99
25.992
102
43.780
69
Sanlam Multi Manager SCI Defensive Fund of Funds A2
1.62
-1.56
100
14.09
61
11.25
68
9.83
55
30.214
51
48.951
28
Seed Stable Prescient Fund A1
1.60
-0.36
28
14.35
52
11.44
57
10.80
19
31.466
29
49.593
24
Select FR Enhanced Core Cautious Fund A
0.53
-1.24
81
14.40
48
12.09
36
10.29
40
29.846
55
45.423
55
Select Manager FR Cautious Fund of Funds A
1.57
-1.53
96
13.10
80
11.28
66
9.51
71
28.078
76
43.545
76
Sequoia FR Stable Fund of Funds A
1.54
-1.73
109
13.85
64
10.51
96
8.99
94
27.451
86
39.070
103
Signature FR Stable Fund of Funds A
2.47
-1.11
73
14.96
33
11.33
61
9.35
81
28.539
69
44.176
64
SIM SCI Managed Cautious Fund of Funds A1
1.05
-1.73
110
18.13
7
12.68
12
10.64
26
36.278
5
48.237
32
SIM SCI Managed Conservative Fund of Funds A1
1.07
-1.25
83
13.14
77
11.27
67
9.38
80
28.977
64
43.879
68
Southern Charter FR Defensive Fund of Funds A
1.62
-2.45
132
14.13
59
12.31
27
10.66
25
30.658
39
46.206
46
Star FR Stable Fund A
1.74
-0.54
35
10.39
120
10.32
104
8.35
112
24.376
112
40.818
94
Starfunds.ai FR Stable Fund of Funds A
1.65
-1.78
113
15.65
22
-
-
30.933
34
-
Steer FR Stable Fund A
1.00
0.16
16
12.98
82
10.42
101
8.12
116
30.317
45
39.974
98
Sygnia CPI + 2% Fund A
1.37
-1.17
74
12.02
101
10.64
90
9.30
84
26.167
99
43.405
78
Sygnia Skeleton Balanced 40 Fund A
0.42
-0.88
58
14.35
50
12.11
33
10.36
35
30.365
44
49.573
25
Sygnia Skeleton Balanced Absolute Fund A
-0.94
63
13.26
73
11.72
46
-
28.460
71
-
Synergy Ci Conservative Fund A
1.37
-1.62
101
9.91
125
10.35
102
9.45
76
24.304
113
38.722
107
Trésor SCI Stable Fund B1
1.94
-2.19
125
12.44
95
10.08
111
8.84
102
25.718
105
38.929
106
TRG Stable Prescient Fund of Funds A1
1.48
0.09
17
13.05
81
11.14
74
9.48
75
27.587
85
46.769
40
Wealth Associates FR Cautious Fund of Funds A
1.33
-0.89
59
13.33
72
11.58
55
9.83
54
29.076
62
45.771
51
Wealthworks Prime Cautious Fund of Funds A
1.75
-0.31
25
14.71
39
11.42
60
9.79
58
30.529
41
45.627
53
Weaver FR Stable Fund of Funds A
1.09
-2.02
118
16.56
12
11.96
41
9.86
52
31.936
21
43.745
72
WellsFaber SCI Stable Fund of Funds A
1.20
-1.49
92
11.73
103
11.06
77
9.32
83
27.207
88
41.898
85
Profile Data Average
-0.95
/140
13.23
/140
11.10
/136
9.59
/132
28.08
/140
44.06
/133