FundsData Online - South African Unit Trusts

South African--Multi Asset--Medium Equity		< Back to Index
Click to view Quarterly run up to the awards for this sector.

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	0.62	0.61	8	12.85	78	12.08	48	10.98	22	29.532	63	47.616	38
27four Balanced Fund of Funds A1	1.24	-2.15	79	16.27	32	12.80	25	10.88	24	32.444	31	46.818	44
Absa SCI Accumulation Fund of Funds A	1.85	-2.12	78	12.59	81	12.50	34	10.09	52	30.167	56	45.555	52
Absa SCI Multi Managed Core Accumulation Fund C	1.41	-2.18	81	13.15	73	12.62	27	10.37	39	30.368	54	48.035	35
ABSA SCI Multi Managed Passive Accumulation Fund B	0.71	-1.90	69	16.10	36	13.72	9	11.70	6	34.047	21	53.737	10
ADB BCI Balanced Fund of Funds A	1.68	-1.36	39	14.88	58	11.34	67	9.27	68	30.014	59	38.815	75
Aeon Balanced Prescient Fund A1	1.43	-5.49	95	13.33	70	12.50	33	10.54	35	29.403	65	46.280	48
Affinity Ci Moderate Fund A	1.67	-0.64	19	13.04	75	12.41	38	9.83	60	30.646	53	44.252	59
Amity BCI Prudent Fund of Funds A	1.99	-1.53	50	15.09	55	11.28	69	10.05	54	29.775	61	42.919	63
Ampersand BCI Moderate Fund of Funds A1	1.96	-2.04	72	16.30	30	12.45	35	-		32.825	29	-
Amplify SCI Absolute Fund A1	1.06	-1.58	55	16.88	23	12.88	21	11.39	12	35.043	16	53.111	11
Analytics Ci Moderate Fund of Funds A	2.14	0.15	10	9.86	94	8.95	90	8.38	82	20.920	94	33.514	84
Anchor BCI Diversified Moderate Fund A	1.48	-0.95	28	16.98	22	12.81	24	11.77	4	34.680	18	56.297	5
APS Ci Moderate Fund A1	1.89	-0.49	18	10.97	88	9.67	85	8.82	74	23.317	90	36.627	80
AS Forum BCI Moderate Fund of Funds A	2.47	-3.15	92	13.04	74	10.68	76	9.23	70	27.559	79	40.191	71
Assetbase CPI + 4% Prescient Fund of Funds A1	1.17	-0.98	29	16.37	28	11.98	52	10.69	31	32.057	36	49.614	26
AssetMix Ci Moderate Fund A	1.32	-1.82	61	13.02	76	12.23	43	10.94	23	30.267	55	48.790	31
Baroque BCI Moderato Fund of Funds A	2.61	-1.38	41	15.38	52	11.74	57	8.73	75	28.610	74	41.266	68
Caleo BCI Moderate Fund of Funds A	2.24	-0.95	27	18.67	10	12.09	47	8.42	81	33.122	26	34.810	83
Camissa Protector Fund A	1.51	-1.42	44	18.71	9	14.31	1	11.70	7	41.292	3	57.202	3
Celerity Ci Moderate Fund A	1.32	0.70	7	21.24	1	14.24	2	11.72	5	38.022	6	56.969	4
Chrome Ci Defensive Fund A	1.00	-0.17	12	12.10	84	11.77	55	10.08	53	28.378	76	44.473	57
Chrome Ci Moderate Fund A	0.92	-1.40	42	14.14	63	13.38	16	11.43	11	32.760	30	49.607	27
Cinnabar SCI Balanced Fund of Funds A	1.73	-2.18	82	16.72	25	12.85	23	10.84	26	33.879	23	51.209	18
Cogence Discovery Moderate Dynamic Asset Optimiser FoF A	1.83	-2.12	77	15.86	42	12.45	36	10.66	32	31.502	41	45.477	54
Destiny BCI Prudential Fund of Funds A	2.53	-1.37	40	15.63	48	11.57	61	9.97	58	29.642	62	44.446	58
Deton Prime Balanced Fund of Funds S	2.19	-2.31	86	14.93	57	11.87	53	10.11	50	30.098	57	43.476	62
Discovery Moderate Balanced Fund A	1.69	-3.38	94	15.98	39	10.80	74	9.25	69	31.295	43	39.976	73
Edge BCI Balanced Fund of Funds A	1.69	-1.86	62	16.05	37	11.81	54	10.40	38	32.289	33	46.546	46
Engelberg BCI Balanced Fund A	1.72	-2.53	87	20.96	3	14.22	3	9.74	63	43.068	1	51.815	15
Fairtree Flexible Balanced Prescient Fund A3	1.06	-3.23	93	16.35	29	13.43	15	11.97	2	33.990	22	59.001	2
FG SCI Saturn Moderate Funds of Funds A	1.45	-1.32	37	13.84	67	11.98	51	10.81	28	30.649	52	50.989	21
Fisher Dugmore Ci Moderate Fund A	0.77	-0.95	26	15.36	53	12.61	28	10.27	42	31.543	39	45.667	51
FNB Islamic Balanced Fund A	1.37	2.17	2	17.80	15	11.00	71	8.72	76	30.017	58	38.018	76
FNB Moderate Fund of Funds B1	1.04	-1.22	33	17.37	19	13.61	10	11.59	8	35.999	10	52.854	12
Foord Conservative Fund A	1.77	0.79	6	12.14	83	10.43	79	10.18	45	29.052	69	49.648	25
Foster BCI Moderate Fund of Funds A	1.85	-1.89	68	13.39	69	12.04	49	10.33	40	31.067	44	49.392	28
Fussell Ci Defensive Fund of Funds A	1.31	-1.56	53	11.83	86	-		-		27.320	81	-
FVV Ci Moderate Fund of Funds A	1.23	-1.86	63	13.24	71	-		-		29.177	67	-
Genera Capital Multi-Asset Prime Fund A	1.76	1.37	5	15.75	46	10.01	82	-		27.021	82	39.329	74
Gradidge Mahura Ci Moderate Fund A	1.13	-0.69	21	13.95	66	12.88	22	-		31.536	40	48.901	30
Graviton SCI Medium Equity Fund A1	1.52	-1.29	36	16.28	31	12.28	41	10.72	30	31.618	38	48.283	34
GraySwan SCI Moderate Fund A	1.21	-0.66	20	10.69	90	10.81	73	10.86	25	24.638	87	48.498	32
Hollard BCI Moderate Growth Fund of Funds B	1.57	-2.12	76	14.96	56	11.46	62	10.15	46	28.544	75	42.459	64
ID Capital BCI Balanced Fund A	1.45	-2.54	88	9.95	93	9.35	88	8.72	77	21.547	93	35.321	81
IFM Balanced Value Fund of Funds A	2.86	-1.88	67	5.70	95	3.43	91	5.11	87	13.667	95	17.861	89
Intellivest BCI Moderate Fund A	1.37	-0.26	15	17.60	18	-		-		31.024	45	-
Investec BCI Balanced Fund of Funds A	1.75	-1.52	49	16.17	35	13.47	14	11.15	17	36.233	9	51.741	17
Melville Douglas STANLIB Medium Equity Fund of Funds A	1.86	-2.18	83	12.69	80	11.39	65	10.11	51	29.285	66	46.831	43
Mergence CPI + 4% Prime Fund A1	1.49	-0.34	16	15.75	45	11.28	68	9.82	61	30.880	47	47.533	39
Methodical BCI Absolute Fund A	1.26	-0.36	17	13.71	68	11.37	66	10.13	49	28.896	71	46.907	41
MI-PLAN BCI Balanced Fund B5	1.07	-1.24	34	14.58	61	12.36	39	9.35	67	30.870	48	43.832	60
MitonOptimal BCI Prudential Fund of Funds B2	2.09	-0.75	22	11.04	87	9.17	89	7.49	85	22.792	92	30.485	88
MM BCI Moderate Fund of Funds A	2.10	-2.08	74	16.48	27	12.55	31	10.26	43	32.963	28	46.445	47
Momentum Focus 5 Fund of Funds A	1.82	-2.31	85	18.84	8	12.88	20	10.00	55	35.680	13	45.866	49
Momentum Target 5 Fund of Funds A	0.94	-1.56	52	19.56	5	13.50	13	10.83	27	35.395	15	48.949	29
Montrose BCI Moderate Fund of Funds A	2.83	-0.78	23	17.93	14	11.76	56	9.18	71	29.428	64	40.144	72
Multi Asset BCI Balanced Fund B1	1.19	-1.65	59	16.23	33	12.50	32	10.33	41	32.277	34	46.867	42
MyQ Ci Moderate Fund of Funds A	1.44	-1.25	35	12.80	79	11.41	64	9.99	56	27.326	80	45.502	53
Nedgroup Investments Opportunity Fund A1	1.31	1.88	4	15.78	43	13.77	8	14.56	1	42.339	2	67.348	1
New Road BCI Moderate Fund of Funds A	1.25	-2.07	73	15.99	38	12.58	29	10.56	34	31.388	42	48.378	33
Noble PP BCI Balanced Defensive Fund of Funds A	2.76	-1.88	65	10.90	89	9.40	87	7.15	86	22.852	91	32.552	85
Novare Balanced Fund A1	1.14	-1.88	64	12.32	82	10.49	78	10.14	48	26.917	83	44.645	56
Oasis Crescent Balanced Progressive Fund of Funds A	2.33	3.01	1	18.24	12	10.03	81	8.86	72	28.801	72	34.818	82
Old Mutual Albaraka Balanced Fund A	1.47	2.11	3	17.78	16	11.20	70	9.64	64	27.819	78	41.845	66
Old Mutual Core Moderate Fund A	0.77	-1.42	43	18.64	11	13.79	7	11.26	14	35.939	11	51.174	20
Old Mutual Dynamic Floor Fund A	1.68	-0.24	13	15.92	41	10.83	72	8.05	84	29.078	68	30.642	87
Old Mutual Moderate Balanced Fund A	1.60	-1.15	31	13.99	65	10.54	77	9.48	66	27.933	77	40.625	69
Old Mutual Multi-Managers Defensive Fund of Funds A	1.93	-0.79	24	15.63	49	11.65	58	9.76	62	29.964	60	42.163	65
Optimum BCI Balanced Fund C	1.59	-2.71	90	14.04	64	11.62	60	10.22	44	30.868	49	46.681	45
Otto1890 BCI Horizon Multi Managed Accumulation Fund A1	1.45	-2.15	80	17.61	17	-		-		34.370	20	-
PFPS Ci Moderate Fund of Funds A	1.44	-0.89	25	15.56	50	11.63	59	9.99	57	29.033	70	43.779	61
Platinum BCI Balanced Fund of Funds A	2.17	-1.17	32	10.38	92	9.67	84	8.43	80	23.717	88	37.729	78
PMK Balanced Prescient Fund of Funds A3	1.43	-1.64	58	14.60	60	12.89	19	11.33	13	30.758	51	47.863	37
PortfolioMetrix BCI Moderate Fund of Funds A	1.09	-2.56	89	18.05	13	13.81	6	11.83	3	35.702	12	55.553	6
PPS Moderate Fund of Funds A2	1.26	-1.44	45	15.77	44	12.42	37	10.74	29	33.443	24	50.116	23
PPS Stable Growth Fund A2	1.14	-1.49	47	18.99	7	12.96	18	11.01	21	37.082	8	54.231	8
Prescient Positive Return QuantPlus Fund A2	0.90	0.46	9	16.86	24	12.32	40	10.61	33	34.628	19	45.776	50
Prime Optimal Balanced Fund of Funds B1	1.78	-2.73	91	12.01	85	9.42	86	8.61	78	23.361	89	36.945	79
PrivateClient BCI Medium Equity Fund B	1.72	-1.46	46	19.57	4	13.21	17	11.12	19	37.938	7	54.586	7
Quantum BCI Balanced Fund of Funds A	2.01	-1.72	60	13.22	72	10.34	80	8.54	79	25.704	86	37.842	77
Roxburgh Ci Balanced Fund of Funds A	1.22	-0.25	14	16.21	34	12.58	30	11.07	20	32.393	32	51.195	19
S BRO BCI Moderate Fund of Funds A	2.68	-1.50	48	12.94	77	11.44	63	8.84	73	28.725	73	41.308	67
SA Asset Management BCI Moderate Fund A	1.92	-2.09	75	14.36	62	12.02	50	9.58	65	31.674	37	45.021	55
Sasfin BCI Balanced Fund A	1.16	-1.57	54	14.70	59	9.78	83	8.06	83	26.566	84	31.941	86
Select Manager BCI Moderate Fund of Funds A	1.56	-1.35	38	15.13	54	12.22	44	10.15	47	30.825	50	47.207	40
SIM SCI Managed Moderate Fund of Funds A1	1.01	-1.99	71	21.08	2	13.98	4	11.46	10	40.942	4	52.610	13
Southern Charter BCI Balanced Fund of Funds A	1.69	-1.60	56	17.09	21	13.51	12	11.24	15	34.994	17	50.124	22
Sygnia CPI + 4% Fund A	1.42	-1.56	51	15.95	40	12.26	42	10.41	37	32.205	35	47.940	36
Sygnia Skeleton Balanced 60 Fund A	0.44	-0.99	30	17.18	20	13.59	11	11.19	16	35.427	14	54.084	9
Synergy Ci Moderate Fund A	1.45	-1.99	70	10.49	91	10.78	75	9.94	59	25.798	85	40.372	70
TRG Moderate Prescient Fund of Funds A1	1.53	0.01	11	15.49	51	12.11	46	10.45	36	30.882	46	49.818	24
Vunani BCI Multi Asset Fund A	1.07	-2.26	84	16.56	26	12.22	45	-		33.076	27	-
Wealth Associates BCI Moderate Fund of Funds A	1.23	-1.62	57	15.72	47	12.79	26	11.15	18	33.365	25	51.812	16
Weaver BCI Moderate Fund of Funds A	1.05	-1.88	66	19.55	6	13.91	5	11.51	9	39.616	5	52.502	14
Profile Data Average		-1.30	/95	15.19	/95	11.90	/91	10.15	/87	30.99	/95	45.71	/89

South African--Multi Asset--Medium Equity