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 '22
RNK
Cum. %
since
Dec '20
RNK
10X Defensive Fund A
0.65
2.03
18
12.42
41
9.47
28
10.33
69
28.602
15
48.948
27
1NVEST Low Equity Passive Balanced Fund of Funds A
0.54
-0.31
124
11.55
74
8.63
78
10.37
66
26.801
48
47.686
38
27four Stable Fund of Funds A1
1.35
-0.20
123
12.17
53
9.23
39
11.03
32
29.691
5
45.487
61
3B BCI Cautious Managed Fund A
2.21
1.99
19
11.73
65
8.28
97
11.01
33
23.863
100
44.741
66
4D BCI Cautious Fund of Funds A
1.98
1.26
50
10.13
113
7.20
125
9.73
92
20.784
130
39.002
112
ABAX Absolute Prescient Fund A
0.80
1.83
22
11.69
69
10.66
4
10.67
51
27.914
28
51.995
16
ABAX SA Absolute Prescient Fund A1
0.72
2.37
13
14.26
9
8.99
51
10.83
41
24.827
87
49.007
26
ABSA Sanlam Multi Managed Core Preserver Fund C
1.43
1.25
52
11.27
84
9.44
31
9.96
83
27.745
32
44.336
69
ABSA Sanlam Multi Managed Passive Preserver Fund A
0.42
0.38
111
11.85
60
9.87
17
10.76
44
29.558
6
48.251
34
ABSA Sanlam Preserver Fund of Fund A
1.83
0.67
95
11.53
75
9.10
45
10.11
75
28.057
26
43.886
72
AF Investments Conservative Passive Fund A1
0.36
0.70
87
12.21
51
9.06
48
11.67
20
27.054
44
49.539
24
Affinity Ci Cautious Fund A
1.53
0.42
106
12.74
32
9.29
37
9.83
87
28.945
11
41.926
92
Allan Gray Optimal Fund A
1.17
2.95
6
6.46
133
3.90
136
5.08
126
14.572
137
29.883
132
Allan Gray Stable Fund A
1.60
3.15
3
11.43
78
10.06
10
12.10
11
26.607
52
54.841
9
Amity BCI Steady Growth Fund of Funds A
1.78
0.69
88
12.20
52
7.86
111
11.16
30
23.284
111
41.560
96
Ampersand BCI Cautious Fund of Funds A1
1.89
0.51
104
12.60
35
-
-
26.590
53
-
Amplify SCI Defensive Balanced Fund A1
0.96
2.06
16
14.22
11
9.75
18
12.53
7
27.038
45
53.350
11
Amplify SCI Wealth Protector Fund B5
1.04
3.06
5
13.88
13
11.11
1
11.77
16
24.697
91
55.892
6
Analytics Ci Cautious Fund of Funds A
1.93
-0.64
130
5.59
135
7.43
119
8.40
116
21.438
125
35.958
122
Anchor BCI Diversified Stable Fund A
1.19
1.71
26
15.20
5
10.33
5
11.84
14
28.713
13
52.718
13
APS Ci Cautious Fund A1
1.88
-0.60
129
6.29
134
7.38
121
9.68
93
21.378
126
39.171
110
Argon BCI Absolute Return Fund A
1.61
2.81
9
14.02
12
8.10
101
9.47
104
22.197
121
42.919
81
Ashburton Targeted Return Fund B4
1.01
0.82
80
12.34
45
9.33
36
11.69
18
27.203
41
48.803
29
Assetbase CPI + 2% Prescient Fund of Funds A1
1.13
0.68
92
11.00
94
8.72
68
9.56
99
24.693
92
43.403
79
AssetMix Ci Conservative Fund A
1.29
1.05
64
10.43
108
10.18
9
9.76
89
29.815
4
46.496
43
Aureus Nobilis BCI Cautious Fund A
2.20
1.71
28
10.92
96
8.30
96
10.70
47
25.415
75
41.700
94
Autus Prime Cautious Fund A
0.92
0.13
115
10.53
105
8.92
56
9.24
106
27.754
31
42.212
89
Autus Prime Stable Fund A
2.32
-1.00
135
8.78
122
8.86
58
8.94
113
27.687
34
35.716
124
BCI Best Blend Cautious Fund C
1.29
2.05
17
11.64
70
7.21
123
10.46
62
22.130
123
39.069
111
Bovest BCI Conservative Fund of Funds A
1.45
1.09
61
11.79
63
8.36
92
9.52
101
25.058
86
40.675
104
Camissa Stable Fund A
1.47
1.48
34
24.98
1
10.71
3
14.15
3
30.622
2
71.576
1
Capita BCI Cautious Fund A
1.35
-0.67
132
9.75
117
7.85
112
11.46
26
23.081
113
43.686
76
Celerity Ci Conservative Fund A
1.26
1.38
40
10.91
97
8.86
59
10.41
65
25.299
79
43.652
78
Celtis BCI Conservative Fund of Funds A
1.83
0.99
73
11.30
81
8.77
64
9.76
91
26.412
56
41.184
99
Cinnabar SCI Stable Fund of Funds A
1.77
0.14
114
13.39
19
8.72
70
10.33
68
26.403
57
46.086
52
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.76
-0.96
134
12.65
33
8.39
89
10.86
39
27.116
43
46.421
46
Constellation Protected Growth Prescient Fund A1
1.12
3.68
1
13.08
23
6.17
134
8.14
118
19.946
132
34.743
127
Coronation Balanced Defensive Fund A
1.50
1.12
58
10.82
101
9.95
14
11.67
19
30.043
3
47.639
39
Denker Sanlam Collective Investments Stable Fund A
0.95
1.65
29
10.98
95
9.17
41
9.76
90
26.756
49
44.902
65
Dinamika BCI Conservative Fund of Funds A
2.59
0.99
74
12.77
31
8.64
76
10.77
43
28.282
22
47.078
42
Discovery Cautious Balanced Fund A
1.85
-0.53
126
11.09
90
6.83
131
9.62
96
21.079
129
35.915
123
Dotport BCI Cautious Fund of Funds A
2.19
0.97
75
10.32
110
7.07
128
8.17
117
20.508
131
35.585
125
Dynasty Ci Wealth Preserver Fund A2
1.18
0.40
110
7.12
132
9.99
12
9.52
102
28.289
21
43.969
71
Edge BCI Cautious Fund of Funds A
1.61
0.94
76
12.16
55
8.25
98
10.69
49
24.682
93
43.655
77
Element Real Income Sanlam Collective Investments Fund A
1.85
1.03
68
9.37
120
8.53
83
9.96
82
25.284
80
45.819
56
Fairtree BCI Select Cautious Fund A
1.23
2.89
8
14.80
6
10.22
7
14.76
1
27.515
37
53.366
10
FAL BCI Stable Fund of Funds A
2.69
-0.65
131
7.69
129
9.14
42
9.52
100
28.623
14
41.169
100
FG SCI Venus Cautious Fund of Funds A
1.24
1.16
56
11.27
83
9.42
32
10.50
60
26.059
61
46.446
44
Financial Fitness Stable IP Fund of Funds A
1.21
1.15
57
10.77
103
8.98
52
9.86
86
27.585
36
42.582
87
FNB Stable Fund of Funds B1
0.88
1.12
60
13.87
14
9.56
25
11.70
17
28.468
19
49.948
23
Gradidge Mahura Ci Cautious Fund A
1.17
0.53
103
11.70
68
9.94
15
-
29.331
8
-
Graviton SCI Low Equity Fund A1
1.57
0.69
91
11.61
73
8.63
77
10.06
77
24.485
95
42.859
82
Grayswan SCI Cautious Fund A
1.27
1.61
30
9.73
118
10.00
11
12.01
13
28.259
23
55.296
7
H4 Stable Fund B1
0.82
1.35
45
12.88
28
9.91
16
11.07
31
29.070
10
52.098
15
Hollard BCI Conservative Growth Fund of Funds B
1.55
1.00
71
9.82
115
7.78
113
10.36
67
23.483
107
44.970
64
Investhouse Ci Cautious Fund A
1.64
0.10
116
8.63
124
8.84
61
9.08
109
25.566
71
42.072
91
IP Diversified Income Fund of Funds B2
1.70
1.05
66
8.55
126
7.11
126
7.62
122
21.270
128
34.421
128
Kruger Prudential Prescient Fund A
1.60
-0.56
127
8.57
125
8.68
73
10.26
72
25.602
69
43.804
74
Laurium Stable Prescient Fund A2
1.06
1.37
41
12.86
29
9.48
27
11.81
15
25.062
85
51.262
19
Lynx Prime Cautious Fund of Funds A
2.51
0.86
79
11.44
77
7.89
110
10.03
80
22.514
116
42.183
90
M&G Inflation Plus Fund I
1.63
1.44
36
13.34
21
8.62
79
12.24
8
23.555
105
52.312
14
Merchant West SCI Cautious Fund A1
1.41
-0.14
121
13.50
18
10.21
8
9.60
97
28.494
18
49.991
22
Merchant West SCI Stable P&G® Fund A
1.21
-1.10
136
17.71
2
8.05
103
14.09
4
26.580
54
66.646
2
MI-PLAN IP Balanced Defensive Fund B5
1.04
-0.20
122
12.17
54
9.05
49
9.92
84
29.174
9
41.616
95
Mianzo CPI + 3% 27four Fund A1
0.62
2.90
7
13.35
20
8.53
84
10.64
52
25.403
76
47.715
37
MM BCI Cautious Fund of Funds A
1.99
0.47
105
12.41
43
8.31
95
9.10
107
25.910
65
42.395
88
Momentum Focus 3 Fund of Funds A
1.79
0.07
118
11.73
64
7.48
118
10.55
57
24.411
96
42.728
84
Momentum Target 3 Fund of Funds A
1.07
-0.04
120
12.12
56
8.00
107
10.54
58
25.581
70
43.866
73
Montrose BCI Cautious Fund of Funds A
2.04
-0.56
128
7.48
131
7.07
127
10.61
55
22.350
117
39.588
107
Multi Asset IP Balanced Defensive Fund B1
1.17
0.57
100
11.17
87
9.13
43
10.86
36
27.662
35
45.978
54
MyQ Ci Income Fund A
0.82
1.80
23
11.72
67
9.07
47
9.90
85
25.982
64
42.829
83
Nedgroup Investments Core Guarded Fund B
0.45
1.52
33
12.45
40
9.47
29
12.04
12
28.576
16
51.295
18
Nedgroup Investments Stable Fund C
1.95
3.47
2
11.20
86
8.85
60
9.48
103
23.822
103
36.968
118
New Road BCI Stable Fund of Funds A
1.28
-0.38
125
11.81
61
9.18
40
-
28.013
27
46.430
45
NFB Ci Defensive Fund of Funds A
1.25
0.69
89
11.36
80
9.59
24
10.86
38
28.574
17
47.517
40
NFB Ci Stable Fund A
0.99
1.12
59
12.89
27
9.39
33
10.96
34
27.744
33
48.287
32
Ninety One Cautious Managed Fund A
1.64
1.46
35
10.19
112
9.09
46
8.94
114
27.364
40
39.322
109
Noble PP BCI Strategic Income Fund of Funds A
2.71
0.40
109
8.72
123
7.20
124
6.31
124
22.339
118
30.349
130
Oasis Balanced Stable Fund of Funds D
1.76
1.00
70
10.66
104
6.76
132
10.25
73
24.728
90
46.234
50
Oasis Crescent Balanced Stable Fund of Funds D
1.73
1.76
24
4.65
137
6.43
133
7.06
123
18.687
134
34.397
129
Octagon Sanlam Collective Investments Cautious Fund of Funds B1
1.78
0.75
83
10.47
107
8.81
63
10.31
70
24.160
99
43.687
75
Old Mutual Capital Builder Fund A
1.43
1.03
67
7.75
128
4.66
135
5.79
125
15.618
136
22.777
134
Old Mutual Core Conservative Fund A
0.72
0.40
108
12.00
57
8.66
75
11.48
25
27.453
38
47.451
41
Old Mutual Multi-Managers Cautious Fund of Funds A
1.72
0.68
93
10.20
111
7.95
108
10.03
79
23.383
110
39.519
108
Old Mutual Stable Growth Fund A
1.55
1.22
53
11.63
72
6.85
129
10.44
64
19.192
133
42.668
85
Optimum BCI Stable Fund C
1.55
1.39
38
11.09
91
8.86
57
10.48
61
25.992
63
44.018
70
Oyster Catcher RealFin Stable Fund A
0.92
1.40
37
15.45
4
10.99
2
-
34.200
1
64.276
3
Palmyra BCI Stable Fund A
1.43
1.16
55
11.01
93
7.55
117
9.65
94
22.155
122
40.917
102
PBi BCI Conservative Fund of Funds A
1.12
2.09
15
12.24
50
9.34
35
10.62
54
26.672
50
45.577
59
Personal Trust Conservative Managed Fund A
1.46
0.70
86
10.89
98
8.98
53
11.48
23
25.481
73
50.063
21
PFPS Ci Cautious Fund of Funds A
1.35
0.03
119
8.03
127
8.03
105
10.04
78
23.471
108
42.648
86
Platinum BCI Income Provider Fund of Funds A
2.19
0.80
82
7.51
130
8.36
90
8.00
119
23.221
112
38.278
116
Plexus Wealth BCI Conservative Fund A
1.74
1.36
42
13.79
16
9.99
13
11.48
24
28.934
12
51.729
17
PMK Stable Prescient Fund of Funds A1
1.55
0.67
94
11.39
79
8.49
86
-
26.254
60
46.082
53
PortfolioMetrix BCI Cautious Fund of Funds A
1.08
0.09
117
13.04
24
9.60
23
-
29.396
7
49.082
25
PPS Conservative Fund of Funds A2
1.19
1.05
63
11.29
82
8.72
67
10.70
48
25.563
72
46.411
47
PPS Defensive Fund A2
1.14
1.56
32
11.20
85
8.09
102
10.84
40
22.983
114
50.262
20
Prescient Defensive Fund A2
0.45
1.35
44
12.37
44
8.32
94
12.75
6
28.155
25
47.842
36
Prime Cabernet Stable Fund of Funds A
2.08
0.20
113
13.70
17
8.56
81
10.72
46
26.027
62
45.597
58
PrivateClient BCI Low Equity Fund B
1.64
2.80
10
14.65
7
9.01
50
10.63
53
27.405
39
46.099
51
PSG Investment Management Cautious Fund of Funds D
1.25
2.52
11
17.00
3
9.66
20
14.28
2
26.278
59
63.858
4
PSG Stable Fund A
1.78
2.43
12
13.13
22
9.12
44
13.93
5
24.510
94
59.720
5
PSG Wealth Preserver Fund of Funds C
3.00
1.32
46
10.32
109
7.36
122
9.59
98
21.887
124
38.777
115
PWS BCI Cautious Fund of Funds A
1.77
0.41
107
9.10
121
7.72
116
8.95
112
23.617
104
36.931
119
Quantum BCI Capital Plus Fund of Funds A
2.05
0.81
81
9.45
119
6.85
130
9.04
110
21.333
127
37.553
117
Rebalance BCI Cautious Fund of Funds A
1.90
0.90
77
10.51
106
8.36
93
9.65
95
25.269
81
39.892
106
Rezco Stable Fund C
1.07
-1.93
137
5.05
136
8.18
99
5.03
127
15.732
135
23.338
133
Roxburgh Ci Conservative Fund of Funds A
1.16
1.71
25
11.72
66
9.27
38
11.30
28
26.816
47
46.331
48
RSA BCI Cautious Fund C
1.44
0.71
85
10.88
99
8.01
106
10.52
59
23.387
109
36.849
120
S BRO BCI Defensive Fund of Funds A
2.11
0.69
90
11.04
92
8.45
87
9.32
105
25.729
68
38.835
113
SA Asset Management BCI Cautious Fund A
1.94
1.38
39
12.45
39
8.36
91
8.91
115
26.427
55
38.820
114
Sage BCI Protection Solution FoF A2
1.50
1.36
43
11.16
88
8.72
69
10.01
81
25.127
84
44.650
67
Sanlam Multi Managed Cautious Fund of Funds A1
1.19
1.85
21
12.99
25
9.54
26
10.94
35
25.300
78
48.463
30
Sanlam Multi Managed Conservative Fund of Funds A1
1.18
1.58
31
12.59
36
8.76
65
9.01
111
24.194
98
40.340
105
Sanlam Multi Managed Defensive Fund of Funds A2
1.61
2.13
14
12.57
37
9.34
34
10.45
63
23.551
106
45.499
60
Sasfin BCI Stable Fund A
0.88
-0.81
133
13.83
15
8.95
55
12.19
9
25.131
83
54.852
8
Seed Stable Prescient Fund A1
1.61
3.12
4
14.23
10
9.65
21
11.33
27
26.318
58
48.882
28
Select BCI Enhanced Core Cautious Fund A
0.49
0.72
84
12.25
49
8.82
62
-
26.856
46
48.374
31
Select Manager BCI Cautious Fund of Funds A
1.52
1.30
49
12.28
48
8.68
74
11.29
29
25.819
67
44.977
63
Sequoia BCI Stable Fund of Funds A
1.60
0.99
72
10.78
102
7.38
120
10.10
76
22.790
115
41.401
97
Signature BCI Stable Fund of Funds A
2.41
0.61
98
9.77
116
8.44
88
9.80
88
24.742
89
41.851
93
SIM Inflation Beater Fund A
1.46
1.19
54
11.50
76
7.95
109
7.70
121
22.215
120
35.525
126
SIM Managed Cautious Fund of Funds A1
1.11
1.32
47
14.55
8
7.73
115
11.49
22
24.405
97
48.034
35
SIM Managed Conservative Fund of Funds A1
1.06
0.90
78
12.42
42
8.55
82
9.08
108
25.139
82
41.017
101
Southern Charter BCI Defensive Fund of Funds A
1.66
0.63
97
12.61
34
8.60
80
12.10
10
27.794
30
52.807
12
Star BCI Stable Fund A
1.83
1.90
20
11.15
89
8.70
72
7.96
120
25.878
66
36.721
121
Steer Stable FR Fund 1
1.07
0.56
101
12.33
46
7.74
114
-
22.224
119
30.234
131
Sygnia CPI + 2% Fund A
1.30
1.01
69
11.98
58
8.96
54
10.22
74
25.388
77
43.041
80
Sygnia Skeleton Balanced 40 Fund A
0.43
0.65
96
11.80
62
9.63
22
11.56
21
28.414
20
48.259
33
Sygnia Skeleton Balanced Absolute Fund A
1.08
62
12.84
30
10.25
6
-
28.225
24
-
Synergy Ci Conservative Fund A
1.39
0.25
112
9.87
114
9.47
30
10.68
50
26.662
51
45.974
55
Trésor Sanlam Collective Investments Stable Fund B1
1.92
0.60
99
10.83
100
8.15
100
10.78
42
23.843
101
40.794
103
TRG Stable Prescient Fund of Funds A1
1.49
1.26
51
11.63
71
8.73
66
10.27
71
25.418
74
44.436
68
Wealth Associates BCI Cautious Fund of Funds A
1.29
1.71
27
12.54
38
9.68
19
10.57
56
27.914
29
45.665
57
Wealthworks Prime Cautious Fund of Funds A
1.75
1.05
65
11.87
59
8.71
71
10.86
37
24.803
88
46.294
49
Weaver BCI Stable Fund of Funds A
1.06
0.53
102
12.89
26
8.04
104
-
23.825
102
41.341
98
WellsFaber SCI Stable Fund of Funds A
1.09
1.32
48
12.31
47
8.50
85
10.76
45
27.152
42
45.030
62
Profile Data Average
1.00
/137
11.56
/137
8.65
/136
10.32
/127
25.46
/137
44.63
/134