South African--Multi Asset--Low Equity

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Fixed Start Date Performance
Standard Period Performance
Fund NameTER3mthsRNK1yrRNK3yrsRNK5yrsRNKCum. %
since
Dec '21
RNKCum. %
since
Dec '19
RNK
10X Defensive Fund A 0.643.507010.35638.93387.667919.4754442.15361
10X Defensive Fund P 0.353.576610.6644--20.31328-
10X Defensive Fund T 0.643.507110.3564--19.78438-
1NVEST Low Equity Passive Balanced Fund of Funds A 0.513.309310.26698.53567.0211617.7518738.583104
27four Stable Fund of Funds A1 1.313.576510.98328.38677.806817.00111141.89663
3B BCI Cautious Managed Fund A 2.123.457710.25708.18828.095518.6886442.18560
3B BCI Stable Fund of Funds 3B1 1.742.641368.271488.60518.522618.8355745.02839
4D BCI Cautious Fund of Funds A 2.092.671317.411577.081397.468814.60014938.031110
ABAX Absolute Prescient Fund A 0.802.841239.5210710.1189.08723.614848.78814
ABAX SA Absolute Prescient Fund A1 0.724.831110.21749.00337.866321.6991441.42866
ABSA Sanlam Multi Managed Core Preserver Fund C 1.463.388510.80408.52587.2310320.8602237.230120
ABSA Sanlam Multi Managed Passive Preserver Fund A 0.453.645911.27189.36197.985822.3541242.22759
ABSA Sanlam Preserver Fund of Fund A 1.853.418211.09248.23777.528619.3774639.89687
Adviceworx Old Mutual Inflation plus 2-3% Fund of Funds B1 1.513.141039.91887.521228.095416.10313143.23151
AF Investments Conservative Passive Fund A1 0.363.715410.43589.09248.512719.2804748.87113
Affinity Ci Cautious Fund A 1.513.774911.80117.441236.6713416.69111736.362128
Allan Gray Optimal Fund C 1.01-1.741677.001585.731603.4515112.79416014.142155
Allan Gray Optimal Fund A 1.18-1.791686.821595.551613.2815212.31116213.261156
Allan Gray Stable Fund C 1.441.011618.351449.69148.671822.4691146.27426
Allan Gray Stable Fund A 1.620.971628.161519.49178.482921.9141345.10935
Amity BCI Steady Growth Fund of Funds A 1.814.242110.23737.291307.409317.32710140.66977
Amplify SCI Defensive Balanced Fund A1 0.944.441610.64459.22219.18520.5262451.3258
Amplify SCI Wealth Protector Fund B5 1.043.1710210.177710.04910.59125.066455.4423
Analytics Ci Cautious Fund of Funds A 1.950.511656.681607.221346.4513613.70015333.516145
Anchor BCI Diversified Stable Fund A 1.224.501410.33659.29208.353421.2511545.36433
APS Ci Cautious Fund A1 1.891.191597.581547.781067.359715.27613938.233108
Argon BCI Absolute Return Fund A 1.375.1368.211498.03896.4113816.98111233.722143
Ashburton Targeted Return Fund B4 1.033.735210.44579.06286.2114019.1045534.367140
Assetbase CPI + 2% Prescient Fund of Funds A1 1.063.48739.471108.45627.975919.9253641.40867
AssetMix Ci Conservative Fund A 1.282.5813710.31669.07278.115319.9263543.88545
Aureus Nobilis BCI Cautious Fund A 1.932.801259.89917.251317.2110516.21412836.768125
Autus Prime Cautious Fund A 0.952.6613210.97338.43637.757117.7178940.70075
Autus Prime Stable Fund A 2.302.5014011.09237.521207.816717.7238840.82873
BCI Best Blend Cautious Fund C 1.202.641348.851346.141576.6513511.77416534.056141
Bovest BCI Conservative Fund of Funds A 1.453.081119.461116.941467.419115.86213438.448106
Brenthurst BCI Cautious Fund of Funds A 1.523.329210.13816.481556.0714113.16615830.517147
Camissa Stable Fund A 1.476.27310.16788.91398.304118.4877340.14285
Capita BCI Cautious Fund A 1.393.34909.76987.91997.0211518.0347737.994111
Celerity Ci Conservative Fund A 1.293.171019.82948.3072-18.4727440.57379
Celerity Ci Conservative Fund B 1.213.19999.89908.39667.727218.6906341.11770
Celtis BCI Conservative Fund of Funds A 1.783.467511.19207.431248.075617.7958541.99762
Cinnabar SCI Stable Fund of Funds A 1.765.09810.99318.67468.035720.0563443.17252
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A 1.745.13711.85108.34699.10617.8408249.15011
Constellation Protected Growth Prescient Fund A1 1.073.81474.281675.481626.0414312.12016329.949149
Coronation Balanced Defensive Fund P 1.031.431579.98868.76408.652021.1661846.64822
Coronation Balanced Defensive Fund A 1.491.321589.481098.26758.154919.7823943.65647
Denker Sanlam Collective Investments SA Stable Fund A 0.932.991179.351168.61507.717320.0733341.52265
Dinamika BCI Conservative Fund of Funds A 2.323.874311.05257.771077.846616.18812941.05571
Dinamika BCI Conservative Fund of Funds C 2.323.874211.0526--16.368124-
Discovery Cautious Balanced Fund A 1.803.42818.531406.081586.7213211.80616434.870134
Dotport BCI Cautious Fund of Funds A 2.053.38849.221236.471565.3814814.11915127.827150
Dynasty Ci Wealth Preserver Fund A2 1.180.661648.531429.49167.1510619.6644137.686113
Edge BCI Cautious Fund of Funds A 1.642.871218.531417.371266.4513715.56013534.753136
Element Real Income Sanlam Collective Investments Fund A 1.873.348711.01298.96356.9711919.7234036.292130
Fairtree BCI Select Cautious Fund A 1.215.47512.7479.621510.42226.020156.4692
FAL BCI Stable Fund of Funds A 3.282.5513810.18768.63498.353519.1375243.06653
FG SCI Venus Cautious Fund of Funds A 1.233.031149.731008.49618.314020.2952943.53148
Financial Fitness Stable IP Fund of Funds A 1.203.685610.73438.51598.413218.6476543.99643
FNB Stable Fund of Funds B1 0.904.132810.30678.73448.661919.1155346.58723
Gradidge Mahura Ci Cautious Fund A 1.163.259510.82388.5355-20.16930-
Graviton SCI Low Equity Fund A1 1.583.34889.451127.851027.638117.6279240.12386
GraySwan SCI Cautious Fund of Funds B 0.702.2014710.794111.0339.56325.374353.7284
GraySwan SCI Cautious Fund of Funds A 1.282.0515010.167910.4068.931223.591949.8169
H4 Stable Fund B1 0.824.162711.231910.02108.781420.8922148.22118
Helfin Ci Cautious Fund A 1.422.6413510.55497.97947.3210017.12810739.059100
Hollard BCI Conservative Growth Fund of Funds B 1.573.091099.80968.27748.135117.17410543.41949
Instit BCI Managed Fund A 1.243.001169.321207.18136-14.60614839.48894
Investhouse Ci Cautious Fund A 1.632.041519.351177.95977.677717.29310241.86364
IP Diversified Income Fund of Funds B2 1.682.161498.791356.681516.9212314.81614636.143132
Kruger Ci Prudential Fund A 1.602.481419.341187.821048.552316.87311546.29425
Laurium Stable Prescient Fund A1 1.234.23229.521069.87128.761519.5674347.56120
Lynx Prime Cautious Fund of Funds A2 1.584.192410.50518.22788.323817.8388345.77629
Lynx Prime Cautious Fund of Funds A1 1.574.192510.50528.22798.333617.8378445.77430
Lynx Prime Cautious Fund of Funds A 2.503.95399.491087.23132-15.169141-
M&G Inflation Plus Fund I 1.643.34897.431558.39646.7013315.89113337.507117
M&G Inflation Plus Fund A 1.363.42807.731538.70456.9712016.71911639.29297
Merchant West SCI Cautious Fund A1 1.384.531313.0539.71137.1510723.747737.531116
Merchant West SCI Stable P&G® Fund A 1.217.62214.84210.9345.9714418.7236137.678114
Merchant West SCI Stable P&G® Fund A1 0.927.70115.17111.2526.2813919.5784239.46395
Methodical BCI Stable Fund A 1.603.141048.951327.671127.3110117.3589938.602103
MFS BCI Cautious Fund of Funds A 1.874.023610.41597.571185.8014516.38312330.153148
MI-PLAN IP Balanced Defensive Fund B5 1.034.481511.72128.17837.578419.2514839.70090
Mianzo CPI + 3% 27four Fund A1 0.605.08910.46559.1123-21.1841742.92755
Momentum Focus 3 Fund of Funds A 1.813.76509.351157.171376.9312214.54215037.768112
Momentum Target 3 Fund of Funds A 1.064.182610.49537.651147.2610216.58211939.49193
Montrose BCI Cautious Fund of Funds A 1.952.6413310.52507.621158.622115.35613846.69421
Multi Asset IP Balanced Defensive Fund B1 1.173.1110610.30688.39658.961017.9247947.93519
MyQ Ci Cautious Fund of Funds A 1.342.941189.361137.97937.439018.5996739.10699
Nedgroup Investments Core Guarded Fund B 0.453.1010710.40608.95368.761619.0735648.73315
Nedgroup Investments Stable Fund A 1.271.861545.661637.671138.592218.5407043.91044
Nedgroup Investments Stable Fund C 1.941.921534.821666.841497.896216.13613039.72589
Nedgroup Investments Stable Fund A1 1.791.731555.141656.991457.966116.60811840.15384
New Road BCI Stable Fund of Funds A 1.324.222312.7959.0131-21.12219-
NFB Ci Defensive Fund of Funds A 1.253.0211510.63479.03307.856519.8113742.91156
NFB Ci Stable Fund A 0.984.093011.01309.04298.492820.5042546.03127
Ninety One Cautious Managed Fund H 1.012.471429.84927.581168.333716.57912043.82946
Ninety One Cautious Managed Fund A 1.642.311469.151267.151387.796915.53613640.75674
Noble PP BCI Strategic Income Fund of Funds A 2.742.351459.271216.011595.5514714.09315227.243151
Oasis Balanced Stable Fund of Funds D 1.743.58629.691017.851017.0411411.36616736.152131
Oasis Crescent Balanced Stable Fund of Funds D 1.680.791635.641647.071406.7712911.41616633.555144
Octagon Sanlam Collective Investments Cautious Fund of Funds B1 1.812.711299.141288.16847.707418.4577540.84072
Old Mutual Capital Builder Fund A 1.421.511565.861623.621654.491507.00216823.876153
Old Mutual Core Conservative Fund A 0.713.586410.90358.31708.313917.5739345.84028
Old Mutual Multi-Managers Cautious Fund of Funds A 1.772.791269.321196.741507.339914.65914738.045109
Old Mutual Stable Growth Fund A 1.553.27946.631616.651526.9612112.92815937.615115
Optimum BCI Stable Fund C 1.582.361449.151277.851037.618216.32612540.55580
Oyster Catcher RealFin Stable Fund A 0.864.611212.84411.401-25.7842-
Palmyra BCI Stable Fund A 1.443.051129.141297.571176.8212617.03111035.945133
PBi BCI Conservative Fund of Funds A 1.112.841229.261228.12887.668018.5097240.37981
Personal Trust Conservative Managed Fund A 1.453.53688.601399.37188.851319.4044551.4487
PFPS Ci Cautious Fund of Funds A 1.351.931528.641388.56537.677817.8648141.40568
Platinum BCI Income Provider Fund of Funds A 2.181.101608.931337.741087.359617.4559637.095122
Plexus Wealth BCI Conservative Fund A 1.773.884112.4389.13225.1114920.0823227.139152
PMK Stable Prescient Fund of Funds A1 1.513.705510.93348.1981-17.42497-
PMK Stable Prescient Fund of Funds A3 1.113.814811.38168.63488.294218.6046644.20342
PortfolioMetrix BCI Cautious Fund of Funds A 1.054.411712.1398.9337-20.73323-
PPS Conservative Fund of Funds A2 1.183.20969.74998.31718.433017.5409445.45431
PPS Defensive Fund A2 1.113.39839.081308.64478.274316.54012145.09136
Prescient Defensive Fund A2 0.493.824612.7567.881007.687616.26712639.32696
Prime Cabernet Stable Fund of Funds A 2.103.427910.00857.711107.0911015.11414236.611126
PrivateClient BCI Low Equity Fund B 1.634.073110.10827.741097.379517.15910639.18898
PSG Investment Management Cautious Fund of Funds D 1.246.01410.853610.287-24.428662.0051
PSG Stable Fund E 1.204.26209.819510.5459.04924.487552.8556
PSG Stable Fund A 1.784.11299.191249.91118.413122.7161048.98912
PSG Wealth Preserver Fund of Funds D 1.043.051139.531058.74428.125219.1115444.74240
PSG Wealth Preserver Fund of Funds B 2.012.801248.471437.681117.0811216.23612738.563105
PSG Wealth Preserver Fund of Funds E 1.732.871208.781377.99927.389417.07010840.34782
PSG Wealth Preserver Fund of Funds C 2.992.551397.421566.631536.0414213.42815732.646146
PSG Wealth Preserver Fund of Funds A 2.302.731288.161507.371276.7313015.39813736.790124
PWS BCI Cautious Fund of Funds A 1.722.671309.671036.841486.8212716.02113237.295119
Quantum BCI Capital Plus Fund of Funds A 2.042.891199.551046.921476.7712815.02014534.014142
Rebalance BCI Cautious Fund of Funds A 1.883.339110.84377.231337.0811117.18310437.331118
Rezco Stable Fund A 1.30-1.711664.061684.291645.6314616.93111423.715154
Roxburgh Ci Conservative Fund of Funds A 1.163.49729.84938.55548.542418.5526946.29924
RSA BCI Cautious Fund C 1.453.171008.291476.541546.9811713.46815637.161121
S BRO BCI Defensive Fund of Funds A 1.873.586311.19217.071417.777017.04010940.21283
SA Asset Management BCI Cautious Fund A 1.634.063210.63467.411256.7213116.39912234.515139
Sage BCI Protection Solution FoF A2 1.483.101089.361148.15857.409217.4729539.67991
Sanlam Multi Managed Cautious Fund of Funds A1 1.193.59619.93878.73438.542520.1103145.39932
Sanlam Multi Managed Conservative Fund of Funds A1 1.193.854510.75427.541197.2310419.1814936.919123
Sanlam Multi Managed Defensive Fund of Funds A2 1.602.741278.791367.95968.135019.1585142.71258
Sasfin BCI Stable Fund A 0.884.301910.44569.00328.731718.5127148.22617
Seed Stable Prescient Fund A1 1.533.53678.341458.59526.9012418.5726834.575138
Select BCI Enhanced Core Cautious Fund A 0.493.675711.56138.5357-17.40198-
Select Manager BCI Cautious Fund of Funds A 1.553.457610.06847.811057.1310816.95211339.025101
Sequoia BCI Stable Fund of Funds A 1.573.081109.161257.191356.9811813.67215536.338129
Signature BCI Stable Fund of Funds A 2.453.19989.78977.93987.349817.8968039.022102
SIM Inflation Beater Fund A 1.464.013710.39617.061427.0611318.7525934.867135
SIM Inflation Plus Fund A 1.264.401810.15808.29737.478718.0287838.447107
SIM Managed Cautious Fund of Funds A1 1.135.06109.91897.96958.204515.08014342.78757
SIM Managed Conservative Fund of Funds A1 1.073.735110.38627.521217.1210917.34410036.411127
Southern Charter BCI Defensive Fund of Funds A 1.643.536911.15229.08269.35417.7748652.9525
Stanlib Multi-Asset Cautious Fund B1 1.334.043511.03287.061438.234415.22114045.05938
STANLIB Multi-Manager Defensive Balanced Fund B1 1.493.131059.681028.26768.164818.1947645.08537
STANLIB Multi-Manager Low Equity Fund of Funds B1 1.193.378611.28178.99348.951120.4112648.62116
Star BCI Stable Fund A 1.813.437810.59487.021446.8812518.6996234.751137
Steer Stable FR Fund 1 1.062.191487.801525.41163-12.708161-
Sygnia CPI + 2% Fund A 1.283.864410.07837.99917.608318.7406040.58678
Sygnia CPI + 2% Fund B 0.584.053410.81398.75418.373320.9882045.13034
Sygnia CPI + 2% Fund D 1.193.924010.25718.12877.697519.1755041.18569
Sygnia Skeleton Balanced 40 Fund A 0.443.606011.44159.08259.06821.2011649.30010
Synergy Ci Conservative Fund of Funds A 1.372.4114310.23728.50608.204617.6449044.56641
Trésor Sanlam Collective Investments Stable Fund B1 1.913.20978.311467.311297.438915.04414439.55892
TRG Stable Prescient Fund of Funds A1 1.493.487410.48548.37688.204720.3492743.28050
Wealth Associates BCI Cautious Fund of Funds A 1.293.973811.05278.22807.856418.8335840.67676
Wealthworks Prime Cautious Fund of Funds A 1.753.665810.20758.12867.976017.6359142.93454
Weaver BCI Stable Fund of Funds A 1.104.06339.031317.31128-13.675154-
WellsFaber SCI Stable Fund of Funds A 1.143.715311.51148.02907.568517.28810339.89488
Profile Data Average
 3.27/1689.81/1688.11/1657.61/15217.87/16840.68/156