FundsData Online - South African Unit Trusts

South African--Multi Asset--Low Equity		< Back to Index
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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	2.01	126	9.54	118	10.64	103	9.67	79	28.953	111	46.650	87
1nvest Low Equity Balanced STANLIB Fund A	0.54	5.31	8	15.24	11	13.09	21	10.89	22	37.326	21	54.448	29
27four Stable Fund of Funds A1	1.20	4.40	28	13.20	39	12.73	35	10.77	30	35.957	36	51.023	53
3B FR Cautious Managed Fund A	3.36	2.50	115	11.79	77	11.73	69	9.88	65	31.951	83	50.159	60
3B FR Stable Fund of Funds 3B2	1.81	2.13	124	6.58	134	9.32	124	-		24.334	126	-
4D FR Cautious Fund of Funds A	2.16	4.06	43	12.28	61	11.03	91	9.37	89	31.459	86	46.034	92
7SC FR Stable Fund A	2.06	5.52	6	7.00	133	9.20	125	8.66	108	23.768	129	40.797	114
ABAX Absolute Prescient Fund A	0.80	2.55	111	9.00	121	10.55	107	10.49	43	29.937	99	52.482	41
ABAX SA Absolute Prescient Fund A1	0.72	2.14	123	11.69	80	11.99	58	10.54	42	34.416	53	55.100	23
Absa SCI Multi Managed Core Preserver Fund C	1.36	4.07	42	12.05	68	11.68	71	9.95	58	33.227	69	51.932	44
ABSA SCI Multi Managed Passive Preserver Fund B	0.68	5.55	5	15.08	14	13.11	19	11.09	17	38.181	14	58.474	13
ABSA SCI Preserver Fund of Fund A	1.73	4.43	27	12.32	60	12.02	56	9.92	60	34.319	54	51.074	52
AF Conservative Passive Unit Trust A1	0.36	3.88	50	14.91	16	12.97	26	11.12	16	37.444	18	55.703	20
AF Conserver Managed Unit Trust A	1.15	2.56	110	11.56	82	-		-		35.189	45	-
Affinity Ci Cautious Fund A	1.54	3.06	92	10.85	101	12.10	55	9.34	92	33.178	70	47.027	84
Allan Gray Optimal Fund A	1.18	1.79	129	10.44	109	8.19	131	6.87	128	22.029	134	33.135	129
Allan Gray Stable Fund A	1.61	1.39	132	11.82	76	11.69	70	11.08	18	32.857	74	57.045	16
Amity FR Steady Growth Fund of Funds A	1.73	3.64	60	11.93	71	11.37	81	9.13	98	31.295	87	47.035	83
Ampersand FR Cautious Fund of Funds A1	1.93	4.09	39	13.64	32	12.52	37	-		35.550	38	-
Amplify SCI Defensive Balanced Fund A1	0.94	3.65	59	14.61	20	13.05	23	11.22	12	37.327	20	57.391	14
Amplify SCI Wealth Protector Fund B5	1.04	3.30	77	13.38	36	13.94	5	12.34	3	41.817	3	67.909	2
Analytics Ci Cautious Fund of Funds A	1.93	0.95	134	5.45	136	6.76	137	7.05	127	18.949	138	29.674	131
Anchor FR Diversified Stable Fund A	1.19	3.83	52	13.77	29	13.47	12	11.56	7	38.438	11	60.558	7
APS Ci Cautious Fund A1	1.90	1.86	127	8.41	126	7.92	132	7.90	122	22.491	133	34.662	126
Argon FR Absolute Return Fund A	2.75	-0.32	138	9.37	119	10.00	118	9.17	96	28.986	110	43.867	99
Ashburton Targeted Return Fund B4	1.00	3.76	57	14.98	15	12.86	29	11.04	19	36.018	34	55.028	25
Assetbase CPI + 2% Prescient Fund of Funds A1	1.05	3.46	65	12.42	57	11.37	82	9.98	55	32.740	75	51.324	47
AssetMix Ci Conservative Fund A	1.31	3.58	61	10.46	108	11.14	89	10.06	51	31.215	88	49.250	66
Aureus Nobilis FR Cautious Fund A	2.94	3.45	66	10.71	103	10.77	100	8.82	103	29.119	108	43.728	102
Autus Prime Cautious Fund A	1.08	4.08	41	8.98	122	10.20	113	8.98	100	27.183	121	41.956	110
Autus Prime Stable Fund A	2.50	3.21	85	3.23	139	7.43	134	6.77	130	17.345	139	31.386	130
Bovest FR Conservative Fund of Funds A	1.48	3.25	80	11.93	73	11.63	74	9.22	93	32.115	80	47.251	81
CAM Stable Fund B1	0.80	3.31	76	12.06	66	12.51	38	11.26	10	35.456	40	54.780	28
Camissa Stable Fund A	1.47	2.83	100	11.91	74	16.56	1	13.18	1	48.867	1	70.320	1
Capita FR Cautious Fund A	1.05	4.13	36	11.73	79	11.15	88	9.47	87	31.209	89	47.648	78
Celerity Ci Conservative Fund A	1.22	3.16	89	10.36	110	10.55	106	9.34	91	28.758	112	45.752	93
Celtis FR Conservative Fund of Funds A	1.85	2.57	109	10.97	99	11.33	84	9.00	99	31.181	90	46.185	89
Cinnabar SCI Stable Fund of Funds A	1.73	4.72	19	14.07	27	12.73	34	10.62	39	36.017	35	54.974	26
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A	1.72	6.18	2	15.54	6	13.51	11	10.70	35	38.526	10	54.066	31
Constellation Protected Growth Prescient Fund A1	1.09	-0.14	136	4.87	137	7.38	135	6.86	129	20.598	136	33.137	128
Coronation Balanced Defensive Fund A	1.50	5.25	9	8.38	127	11.39	80	9.89	64	30.685	94	51.229	51
Denker SCI Stable Fund A	0.97	2.64	105	11.46	87	10.95	93	9.86	68	30.558	96	49.961	62
Dinamika FR Conservative Fund of Funds A	3.14	5.37	7	12.46	56	12.42	45	9.87	66	35.156	46	48.633	71
Discovery Cautious Balanced Fund A	1.65	3.88	51	12.06	67	11.47	77	8.79	104	33.654	62	42.694	109
Dotport FR Cautious Fund of Funds A	2.87	2.86	98	8.43	125	9.94	119	7.99	121	27.521	116	38.834	122
Dynasty Ci Wealth Preserver Fund A2	1.22	3.22	84	9.67	116	9.17	126	9.49	86	26.039	124	43.462	103
Edge FR Cautious Fund of Funds A	1.62	5.22	11	14.21	25	12.42	44	10.13	50	35.730	37	51.270	48
Edgestone Prime Preserver Fund A1	1.39	3.08	91	15.67	5	14.83	2	11.99	6	43.342	2	60.745	6
Element SCI Real Income Fund A	1.82	-0.19	137	8.09	129	10.55	105	9.50	85	27.543	115	45.715	94
Fairtree FR Select Cautious Fund A	1.22	1.51	131	11.15	96	12.51	39	10.72	32	33.757	61	59.188	10
FG SCI Venus Cautious Fund of Funds A	1.17	2.64	106	10.25	112	10.71	102	9.69	77	29.666	103	48.747	70
Fibonacci FR Temperate Fund C	1.80	4.55	24	15.42	8	12.95	27	-		36.140	32	-
Financial Fitness FR Stable Fund of Funds A	1.27	4.35	29	11.21	95	11.01	92	9.56	83	29.912	100	46.588	88
FNB Stable Fund of Funds B1	0.89	3.16	87	13.24	37	12.76	33	10.81	28	36.511	30	54.806	27
Fundrock Best Blend Cautious Fund C	1.36	4.20	32	15.22	12	12.24	49	9.21	94	33.629	64	45.199	96
FVV Ci Conservative Fund of Funds A	1.18	3.97	47	11.84	75	11.86	64	-		34.277	55	-
Gradidge Mahura Ci Cautious Fund A	1.13	4.22	31	13.66	31	12.82	31	10.63	38	37.155	24	55.728	19
Graviton SCI Low Equity Fund A1	1.54	4.09	40	13.19	41	11.93	61	9.95	57	33.291	67	50.682	56
GraySwan SCI Cautious Fund A	1.21	2.24	121	6.50	135	9.41	122	9.85	69	24.171	127	46.932	85
Hollard FR Conservative Growth Fund of Funds B	1.58	4.46	26	12.35	58	11.42	78	9.84	70	32.059	81	47.617	80
Investhouse Ci Cautious Fund A	1.63	4.97	14	11.42	89	10.41	110	9.13	97	29.902	101	44.365	98
Kruger Prudential Prescient Fund A	1.07	3.03	93	9.17	120	9.51	121	8.53	112	26.627	122	40.397	119
Laurium Stable Prescient Fund A2	1.05	1.83	128	12.35	59	11.96	59	10.85	24	33.988	58	53.582	33
Lynx Prime Cautious Fund of Funds A	2.52	2.25	120	11.00	98	10.89	96	8.96	101	30.848	93	43.439	104
M&G Inflation Plus Fund I	1.63	3.24	82	13.20	38	12.10	54	10.80	29	34.773	49	51.980	42
Merchant West SCI Cautious Fund A1	1.44	3.48	64	13.01	45	13.38	15	11.23	11	36.572	28	59.540	9
MI-PLAN FR Balanced Defensive Fund B5	1.09	4.16	33	14.29	23	12.85	30	10.24	48	38.040	15	53.392	35
Mianzo CPI + 3% 27four Fund A1	0.69	2.12	125	14.08	26	13.05	24	11.18	14	36.572	29	58.513	11
MitonOptimal FR Diversified Income Fund of Funds B2	1.93	1.69	130	8.73	124	8.78	127	7.51	126	23.520	131	35.841	125
MM FR Cautious Fund of Funds A	2.02	4.14	34	13.59	33	12.46	41	9.90	63	35.229	44	49.932	63
Momentum Focus 3 Fund of Funds A	1.76	4.51	25	14.88	18	12.77	32	10.05	52	38.022	16	50.197	59
Momentum Target 3 Fund of Funds A	1.07	4.26	30	15.22	13	13.10	20	10.31	47	37.263	22	52.668	40
Montrose FR Cautious Fund of Funds A	2.92	4.73	18	11.30	90	10.47	108	8.74	106	27.983	113	40.713	115
Multi Asset FR Balanced Defensive Fund B1	1.19	4.03	44	13.13	42	12.28	48	10.33	46	35.337	42	51.355	46
Nedgroup Investments Core Guarded Fund B	0.45	3.28	79	12.90	47	12.48	40	10.76	31	35.013	48	53.503	34
Nedgroup Investments Stable Fund C	1.93	-1.77	139	4.65	138	7.33	136	7.54	125	21.564	135	36.973	124
New Road FR Stable Fund of Funds A	1.30	7.16	1	15.42	7	13.86	6	11.13	15	38.427	12	58.500	12
NFB Ci Defensive Fund of Funds A	1.26	3.80	54	10.76	102	11.78	66	10.35	45	32.903	72	51.259	50
NFB Ci Stable Fund A	0.99	2.82	101	12.95	46	12.70	36	10.82	27	36.114	33	55.373	21
Ninety One Cautious Managed Fund A	1.64	3.23	83	7.50	132	10.04	116	8.47	113	27.457	117	41.037	112
Noble PP FR Strategic Income Fund of Funds A	2.74	3.99	46	10.53	107	10.08	115	7.78	123	27.444	118	39.262	121
Oasis Balanced Stable Fund of Funds D	1.75	5.24	10	18.50	1	13.59	8	10.88	23	39.801	7	48.807	69
Oasis Crescent Balanced Stable Fund of Funds D	1.76	2.15	122	12.53	54	8.36	130	8.13	119	25.952	125	34.197	127
Octagon SCI Cautious Fund of Funds B1	1.62	3.39	71	11.30	91	10.93	95	9.61	81	30.583	95	48.140	76
Old Mutual Capital Builder Fund A	1.48	1.05	133	10.68	104	8.51	129	6.07	132	23.419	132	29.153	132
Old Mutual Core Conservative Fund A	0.71	3.68	58	14.25	24	13.02	25	10.59	41	36.794	25	53.062	37
Old Mutual Multi-Managers Cautious Fund of Funds A	1.72	3.37	73	11.59	81	10.93	94	8.71	107	30.207	98	43.181	105
Old Mutual Stable Growth Fund A	1.57	2.46	116	11.48	85	10.00	117	8.65	109	27.792	114	40.951	113
Optimum FR Stable Fund C	1.52	4.13	37	11.22	93	11.48	76	9.75	73	32.475	76	47.645	79
Otto1890 FR Stable Fund A	0.88	4.86	15	14.58	21	13.57	9	11.43	8	37.215	23	57.192	15
Oyster Catcher RealFin Stable Fund A	0.89	3.78	55	12.22	63	14.31	3	12.85	2	40.330	5	66.484	3
Palmyra FR Stable Fund A	1.18	3.77	56	13.19	40	11.96	60	9.87	67	34.014	57	50.492	57
PBi FR Conservative Fund of Funds A	1.09	2.72	103	11.47	86	11.51	75	9.91	61	32.205	78	50.385	58
Personal Trust Conservative Managed Fund A	1.47	2.99	94	13.05	44	11.22	85	10.63	37	33.258	68	51.265	49
PFPS Ci Cautious Fund of Funds A	1.33	3.37	72	11.79	78	10.43	109	9.66	80	29.716	102	46.082	91
Platinum FR Income Provider Fund of Funds A	2.10	2.51	113	8.27	128	8.68	128	8.07	120	23.573	130	38.426	123
Plexus Wealth FR Conservative Fund A	1.81	5.00	13	12.71	51	13.30	17	10.95	20	36.753	26	55.323	22
PMK Stable Prescient Fund of Funds A1	1.65	3.97	48	12.50	55	12.11	52	9.98	56	33.455	65	49.161	67
PortfolioMetrix FR Cautious Fund of Funds A	1.04	5.69	3	16.08	4	14.15	4	11.39	9	40.017	6	60.152	8
PPS Conservative Fund of Funds A2	1.19	3.44	68	11.22	94	11.16	87	9.72	75	31.569	85	47.119	82
PPS Defensive Fund A2	1.10	4.01	45	16.45	2	12.46	42	10.83	25	35.468	39	51.948	43
Prime Cabernet Stable Fund of Funds A	2.16	2.96	95	11.24	92	12.35	47	10.01	53	35.081	47	48.423	72
PrivateClient FR Low Equity Fund B	1.59	2.50	114	15.36	9	13.57	10	10.72	33	39.168	8	55.863	18
PSG Investment Management Cautious Fund of Funds D	1.18	0.51	135	13.84	28	13.77	7	12.25	4	38.667	9	65.285	4
PSG Stable Fund A	1.78	2.83	99	16.25	3	13.42	14	12.15	5	37.406	19	63.977	5
PSG Wealth Preserver Fund of Funds C	2.96	2.88	97	8.93	123	9.68	120	8.29	117	26.444	123	39.335	120
PWS FR Cautious Fund of Funds A	1.92	3.25	81	9.82	114	10.15	114	8.25	118	27.345	119	41.384	111
Quantum FR Capital Plus Fund of Funds A	2.06	3.16	88	10.60	105	10.22	112	8.36	116	27.217	120	40.582	117
Rebalance SCI Cautious Fund of Funds A	1.80	3.09	90	10.30	111	10.81	99	8.64	110	29.204	106	43.824	100
Rezco Stable Fund C	1.27	2.61	107	7.50	131	7.50	133	6.44	131	19.637	137	40.533	118
Roxburgh Ci Conservative Fund of Funds A	1.15	2.44	117	10.57	106	11.11	90	9.82	71	30.990	91	48.038	77
RSA FR Cautious Fund C	1.48	3.93	49	11.45	88	10.89	97	8.77	105	30.937	92	42.872	108
S BRO FR Defensive Fund of Funds A	2.84	2.42	118	9.64	117	10.76	101	8.45	114	29.154	107	43.022	106
SA Asset Management FR Cautious Fund A	1.81	3.45	67	11.48	83	11.76	68	9.35	90	32.899	73	46.870	86
Sanlam Investment Management SCI Inflation Beater Fund A	1.46	2.25	119	7.82	130	9.36	123	7.77	124	24.125	128	40.702	116
Sanlam Multi Manager SCI Cautious Fund of Funds A1	1.17	3.40	70	12.57	53	12.37	46	10.66	36	35.229	43	55.034	24
Sanlam Multi Manager SCI Conservative Fund of Funds A1	1.17	3.52	63	11.11	97	11.42	79	9.21	95	30.422	97	48.835	68
Sanlam Multi Manager SCI Defensive Fund of Funds A2	1.62	3.28	78	12.16	65	11.99	57	10.19	49	34.489	51	53.840	32
Seed Stable Prescient Fund A1	1.60	2.51	112	13.08	43	11.90	62	10.61	40	34.768	50	53.349	36
Select FR Enhanced Core Cautious Fund A	0.53	5.05	12	14.68	19	13.23	18	10.71	34	36.400	31	52.764	39
Select Manager FR Cautious Fund of Funds A	1.57	3.36	74	11.48	84	11.77	67	9.72	76	32.379	77	48.366	73
Sequoia FR Stable Fund of Funds A	1.54	4.61	22	13.39	35	11.79	65	9.53	84	33.331	66	45.486	95
Signature FR Stable Fund of Funds A	2.47	2.81	102	11.99	69	11.34	83	9.59	82	32.148	79	48.223	75
SIM SCI Managed Cautious Fund of Funds A1	1.05	3.17	86	14.88	17	13.46	13	10.83	26	40.595	4	52.933	38
SIM SCI Managed Conservative Fund of Funds A1	1.07	4.11	38	12.79	50	12.11	53	9.67	78	34.275	56	49.789	64
Southern Charter FR Defensive Fund of Funds A	1.62	5.56	4	14.48	22	13.35	16	11.21	13	37.920	17	54.331	30
Star FR Stable Fund A	1.74	3.80	53	10.96	100	10.84	98	8.58	111	29.103	109	46.170	90
Starfunds.ai FR Stable Fund of Funds A	1.65	3.42	69	12.89	48	-		-		35.413	41	-
Steer FR Stable Fund A	1.00	2.72	104	12.25	62	11.20	86	8.36	115	33.856	60	43.775	101
Sygnia CPI + 2% Fund A	1.37	4.66	20	12.71	52	11.64	73	9.74	74	32.042	82	50.083	61
Sygnia Skeleton Balanced 40 Fund A	0.42	4.76	17	13.67	30	12.94	28	10.91	21	36.576	27	56.700	17
Sygnia Skeleton Balanced Absolute Fund A		4.64	21	13.58	34	12.46	43	-		34.425	52	-
Synergy Ci Conservative Fund A	1.37	4.13	35	9.74	115	10.62	104	9.42	88	29.438	104	44.452	97
Trésor SCI Stable Fund B1	1.94	2.89	96	10.21	113	10.40	111	8.95	102	29.345	105	42.937	107
TRG Stable Prescient Fund of Funds A1	1.48	3.32	75	11.93	72	11.66	72	9.90	62	31.824	84	51.642	45
Wealth Associates FR Cautious Fund of Funds A	1.33	3.53	62	12.82	49	12.15	51	9.99	54	33.638	63	50.924	54
Wealthworks Prime Cautious Fund of Funds A	1.75	2.60	108	12.18	64	11.86	63	9.93	59	33.919	59	49.410	65
Weaver FR Stable Fund of Funds A	1.09	4.85	16	15.27	10	13.07	22	10.38	44	38.335	13	50.717	55
WellsFaber SCI Stable Fund of Funds A	1.20	4.56	23	11.94	70	12.15	50	9.78	72	33.006	71	48.366	74
Profile Data Average		3.40	/139	11.85	/139	11.53	/137	9.78	/132	32.42	/139	48.92	/132

South African--Multi Asset--Low Equity