FundsData Online - South African Unit Trusts

Fund performances as at 31 March 2025.
Periods less than 1 year are annualised for the Standard Period Performance, and cumulative for the Fixed Start Date Performance. Click on the column headings to sort.
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South African--Equity--Mid and Small Cap		< Back to Index

South African--Equity--Mid and Small Cap

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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
Momentum Small Mid-Cap Fund A	2.24	-4.81	2	20.38	3	6.42	3	20.30	2	23.159	4	69.323	5
Nedgroup Investments Entrepreneur Fund A	1.76	-11.96	5	20.13	4	8.06	1	16.18	5	27.093	2	72.376	4
Ninety One Emerging Companies Fund A	1.73	-8.79	3	22.81	1	4.42	5	18.47	3	25.516	3	75.714	2
Old Mutual Mid & Small-Cap Fund A	1.76	-3.24	1	20.49	2	6.85	2	18.04	4	32.278	1	74.315	3
SIM Small Cap Fund A	1.79	-10.03	4	16.29	5	5.69	4	22.13	1	19.996	5	95.207	1
Profile Data Average		-7.77	/5	20.02	/5	6.29	/5	19.02	/5	25.61	/5	77.39	/5