FundsData Online - South African Unit Trusts

South African--Multi Asset--Medium 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 Moderate Fund A	0.63	1.26	86	9.71	83	11.19	73	10.66	42	31.163	79	49.475	52
27four Balanced Fund of Funds A1	1.21	3.91	25	13.61	38	13.07	28	11.34	21	37.623	29	52.560	39
Absa SCI Accumulation Fund of Funds A	1.83	3.70	32	11.36	59	12.23	46	10.34	51	34.983	51	50.940	50
Absa SCI Multi Managed Core Accumulation Fund C	1.40	3.14	51	11.26	64	12.02	53	10.53	45	34.462	55	52.684	38
ABSA SCI Multi Managed Passive Accumulation Fund B	0.72	5.38	3	14.99	17	14.13	6	12.17	4	41.261	7	62.011	4
ADB FR Balanced Fund of Funds A	1.68	3.31	48	12.53	49	11.90	56	9.49	69	34.323	56	43.415	73
Aeon Balanced Prescient Fund A1	1.43	5.06	5	9.11	85	12.57	40	11.06	27	35.950	40	53.680	33
Affinity Ci Moderate Fund A	1.66	2.20	76	10.07	80	12.12	50	9.60	66	33.521	62	47.427	63
Amity FR Prudent Fund of Funds A	1.95	3.91	26	13.95	31	12.27	44	9.96	61	34.846	53	48.503	58
Ampersand FR Moderate Fund of Funds A1	2.00	4.35	14	14.92	19	13.22	24	-		38.602	23	-
Amplify SCI Absolute Fund A1	1.06	3.64	34	15.58	9	13.56	17	11.52	15	39.958	18	58.683	11
Analytics Ci Moderate Fund of Funds A	2.07	-0.54	93	5.24	92	7.07	91	7.98	83	20.270	93	32.797	86
Anchor FR Diversified Moderate Fund A	1.45	3.38	43	13.69	36	13.38	20	12.10	5	39.229	21	61.576	5
APS Ci Moderate Fund A1	1.90	1.14	88	8.34	88	8.66	89	8.72	79	24.721	91	38.182	81
AS Forum FR Moderate Fund of Funds A	2.73	3.38	44	10.89	67	11.22	71	9.53	68	31.866	73	44.924	67
Assetbase CPI + 4% Prescient Fund of Funds A1	1.13	4.74	7	15.05	16	12.75	32	11.45	18	38.317	25	56.706	17
AssetMix Ci Moderate Fund A	1.32	3.95	22	10.76	72	12.13	49	11.22	23	35.415	45	54.670	26
Baroque FR Moderato Fund of Funds A	2.80	2.26	73	11.30	62	11.35	69	9.16	73	31.518	77	44.461	69
Caleo FR Moderate Fund of Funds A	2.11	3.36	45	15.37	10	12.96	30	8.51	81	37.597	30	39.342	79
Camissa Protector Fund A	1.51	2.74	65	11.30	61	15.08	2	11.75	9	45.163	2	61.509	6
Celerity Ci Moderate Fund A	1.32	1.41	85	15.34	12	13.81	13	11.76	8	39.970	17	59.184	9
Chrome Ci Defensive Fund A	1.00	2.76	64	10.48	74	11.53	63	10.03	60	31.916	72	48.455	60
Chrome Ci Moderate Fund A	0.91	4.35	13	12.79	45	13.56	16	11.53	14	38.540	24	56.121	20
Cinnabar SCI Balanced Fund of Funds A	1.69	5.24	4	15.61	8	14.04	8	11.59	13	40.894	10	59.132	10
Cogence Discovery Moderate Dynamic Asset Optimiser FoF A	1.81	4.38	11	13.67	37	12.87	31	10.97	29	37.257	32	51.843	43
Destiny FR Prudential Fund of Funds A	2.55	2.80	62	12.14	53	11.44	66	10.12	58	33.272	63	48.491	59
Deton Prime Balanced Fund of Funds S	2.19	3.82	27	13.81	33	12.01	55	10.41	49	35.068	50	48.956	56
Discovery Moderate Balanced Fund A	1.69	2.73	66	10.87	69	11.46	65	9.36	71	34.875	52	43.793	72
Edge FR Balanced Fund of Funds A	1.69	3.93	24	13.87	32	12.57	39	10.58	43	37.482	31	52.300	40
Engelberg FR Balanced Fund A	1.74	-9.22	94	3.27	94	10.35	80	7.83	85	29.884	81	37.824	83
Fairtree Flexible Balanced Prescient Fund A3	1.05	2.26	72	11.56	58	13.36	21	12.36	3	37.022	35	62.600	3
FG SCI Saturn Moderate Funds of Funds A	1.47	2.80	63	10.29	77	12.02	54	10.95	31	34.307	57	55.217	23
Fisher Dugmore Ci Moderate Fund A	0.76	5.04	6	14.57	23	13.11	27	10.70	39	38.180	27	53.016	35
FNB Islamic Balanced Fund A	1.36	1.62	83	14.90	20	11.04	76	9.00	76	32.119	71	40.250	76
FNB Moderate Fund of Funds B1	1.06	3.61	35	14.37	26	13.94	11	11.80	7	40.909	9	58.373	13
Foord Conservative Fund A	1.78	-0.13	92	7.88	91	9.94	84	9.59	67	28.886	84	49.456	53
Foster FR Moderate Fund of Funds A	1.85	3.08	54	11.02	66	12.05	52	10.82	35	35.103	48	53.992	32
Fussell Ci Defensive Fund of Funds A	1.33	4.18	17	9.81	82	-		-		32.640	68	-
FVV Ci Moderate Fund of Funds A	1.25	3.58	36	10.73	73	11.59	61	-		33.805	61	-
Genera Capital Multi-Asset Prime Fund A	1.76	-0.07	91	11.73	57	9.04	88	-		26.929	88	39.227	80
Gradidge Mahura Ci Moderate Fund A	1.15	3.56	39	11.91	55	12.61	37	10.70	40	36.217	39	54.201	30
Graviton SCI Medium Equity Fund A1	1.52	3.51	41	13.39	39	12.64	34	10.94	32	36.236	38	53.486	34
GraySwan SCI Moderate Fund A	1.21	2.37	70	8.05	90	10.33	81	10.94	33	27.594	86	52.021	42
Hollard FR Moderate Growth Fund of Funds B	1.59	4.19	16	12.57	47	11.87	57	10.39	50	33.935	60	48.433	61
ID Capital FR Balanced Fund A	1.46	3.27	49	8.27	89	9.39	86	9.02	75	25.525	90	39.750	78
IFM Balanced Value Fund of Funds A	2.86	2.24	74	3.69	93	5.11	92	5.36	87	16.218	94	20.506	88
Intellivest FR Moderate Fund A	1.50	3.09	53	14.23	28	12.14	48	-		35.074	49	-
Investec FR Balanced Fund of Funds A	1.71	2.38	69	12.55	48	13.75	14	11.07	26	39.472	20	55.349	22
Melville Douglas STANLIB Medium Equity Fund of Funds A	1.87	2.81	61	10.09	79	11.58	62	10.43	48	32.924	66	50.964	49
Mergence CPI + 4% Prime Fund A1	1.48	3.51	40	14.31	27	11.86	58	10.13	56	35.477	44	52.715	37
Methodical FR Absolute Fund A	1.25	2.29	71	10.86	70	11.21	72	10.14	55	31.149	80	49.475	51
MI-PLAN FR Balanced Fund B5	1.06	3.57	37	12.96	42	12.31	43	9.93	62	35.546	43	48.971	55
MitonOptimal FR Prudential Fund of Funds B2	2.29	1.21	87	9.68	84	8.57	90	7.54	86	24.275	92	32.061	87
MM FR Moderate Fund of Funds A	2.15	4.30	15	14.98	18	13.28	23	10.81	36	38.680	22	52.741	36
Momentum Focus 5 Fund of Funds A	1.77	3.76	29	15.20	14	13.34	22	10.22	54	40.782	11	51.351	46
Momentum Target 5 Fund of Funds A	0.90	3.72	30	16.29	4	14.03	10	10.97	28	40.425	15	54.483	28
Montrose FR Moderate Fund of Funds A	3.11	2.88	58	13.77	35	11.64	60	9.68	64	33.160	64	44.185	70
Multi Asset FR Balanced Fund B1	1.20	3.56	38	13.77	34	12.63	36	10.66	41	36.989	36	52.098	41
MyQ Ci Moderate Fund of Funds A	1.42	3.93	23	10.83	71	11.47	64	10.27	53	32.326	70	51.216	47
Nedgroup Investments Opportunity Fund A1	1.31	0.02	90	10.42	75	13.50	19	13.98	1	42.372	5	67.386	1
New Road FR Moderate Fund of Funds A	1.30	7.94	1	16.67	3	14.72	3	11.72	12	41.821	6	60.160	8
Noble PP FR Balanced Defensive Fund of Funds A	2.87	3.80	28	9.97	81	9.97	82	7.86	84	27.516	87	37.584	84
Novare Balanced Fund A1	1.12	4.50	10	10.30	76	11.22	70	10.76	37	32.623	69	51.147	48
Oasis Crescent Balanced Progressive Fund of Funds A	2.38	2.24	75	15.36	11	9.58	85	9.27	72	31.683	76	37.835	82
Old Mutual Albaraka Balanced Fund A	1.46	4.16	18	18.29	1	11.40	68	10.30	52	33.136	65	47.745	62
Old Mutual Core Moderate Fund A	0.78	3.49	42	15.23	13	14.07	7	11.46	17	40.685	12	56.451	18
Old Mutual Dynamic Floor Fund A	1.72	2.87	59	14.83	21	11.44	67	8.08	82	32.778	67	34.388	85
Old Mutual Moderate Balanced Fund A	1.60	3.07	55	12.22	52	11.07	75	9.47	70	31.865	74	44.947	66
Old Mutual Multi-Managers Defensive Fund of Funds A	1.93	3.17	50	13.00	41	11.83	59	9.66	65	34.087	59	46.672	65
Optimum FR Balanced Fund C	1.57	3.34	47	11.35	60	12.22	47	10.51	46	35.241	47	51.583	45
Otto1890 FR Horizon Multi Managed Accumulation Fund A1	1.39	4.55	8	16.28	5	-		-		40.482	14	-
PFPS Ci Moderate Fund of Funds A	1.43	2.05	78	11.29	63	10.95	77	10.13	57	31.683	75	46.732	64
Platinum FR Balanced Fund of Funds A	2.12	1.59	84	8.51	87	9.23	87	8.69	80	25.686	89	39.921	77
PMK Balanced Prescient Fund of Funds A3	1.46	4.36	12	12.77	46	13.21	25	11.39	19	36.461	37	54.312	29
PortfolioMetrix FR Moderate Fund of Funds A	1.06	6.10	2	17.34	2	15.19	1	12.39	2	43.978	3	65.041	2
PPS Moderate Fund of Funds A2	1.25	2.69	67	12.31	50	12.25	45	10.74	38	37.032	34	54.154	31
PPS Stable Growth Fund A2	1.13	1.84	81	14.11	30	12.67	33	11.18	24	39.599	19	57.063	16
Prescient Positive Return QuantPlus Fund A2	0.93	1.89	80	12.92	43	13.03	29	10.54	44	37.174	33	48.532	57
Prime Optimal Balanced Fund of Funds B1	1.84	3.71	31	10.88	68	9.95	83	9.11	74	27.939	85	42.028	74
PrivateClient FR Medium Equity Fund B	1.67	1.66	82	15.64	7	13.58	15	11.23	22	40.222	16	57.146	15
Quantum FR Balanced Fund of Funds A	2.10	2.85	60	11.24	65	10.76	78	8.88	78	29.281	83	41.765	75
Roxburgh Ci Balanced Fund of Funds A	1.21	2.59	68	12.80	44	12.51	41	11.12	25	35.816	41	55.105	24
S BRO FR Moderate Fund of Funds A	2.97	1.97	79	10.09	78	11.12	74	8.89	77	31.264	78	44.095	71
SA Asset Management FR Moderate Fund A	1.80	3.01	56	11.79	56	12.64	35	10.04	59	35.641	42	49.391	54
Select Manager FR Moderate Fund of Funds A	1.62	3.00	57	11.92	54	12.35	42	10.48	47	34.749	54	51.621	44
SIM SCI Managed Moderate Fund of Funds A1	1.00	2.10	77	15.18	15	14.27	5	11.49	16	43.902	4	55.815	21
Southern Charter FR Balanced Fund of Funds A	1.62	4.10	19	14.79	22	13.83	12	11.73	11	40.528	13	56.278	19
Sygnia CPI + 4% Fund A	1.42	4.51	9	14.13	29	13.12	26	10.97	30	38.167	28	54.611	27
Sygnia Skeleton Balanced 60 Fund A	0.44	4.09	20	14.57	24	14.03	9	11.75	10	40.965	8	60.384	7
Synergy Ci Moderate Fund A	1.43	3.12	52	8.58	86	10.52	79	9.75	63	29.725	82	44.755	68
TRG Moderate Prescient Fund of Funds A1	1.56	3.35	46	13.30	40	12.58	38	10.88	34	35.263	46	54.833	25
Vunani FR Multi Asset Fund A	1.05	0.79	89	12.24	51	12.10	51	-		34.124	58	-
Wealth Associates FR Moderate Fund of Funds A	1.33	3.70	33	14.39	25	13.50	18	11.35	20	38.294	26	57.423	14
Weaver FR Moderate Fund of Funds A	1.04	4.01	21	16.22	6	14.62	4	12.08	6	45.215	1	58.617	12
Profile Data Average		3.03	/94	12.41	/94	12.08	/92	10.39	/87	34.99	/94	50.24	/88

South African--Multi Asset--Medium Equity