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--Multi Asset--Low Equity		< Back to Index

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	1.81	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	1.66	-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	1.76	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	1.19	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	1.10	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	1.11	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