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 '21
RNK
Cum. %
since
Dec '19
RNK
10X Defensive Fund A
0.64
5.83
44
17.56
40
10.09
31
8.78
57
26.439
38
50.438
52
10X Defensive Fund P
0.35
5.90
41
17.90
37
10.26
27
-
27.417
25
-
10X Defensive Fund T
0.64
5.83
45
17.56
41
10.31
24
-
26.765
33
-
1NVEST Low Equity Passive Balanced Fund of Funds A
0.51
6.46
22
18.89
25
9.86
45
8.12
103
25.353
49
47.530
79
27four Stable Fund of Funds A1
1.34
5.96
39
19.31
18
9.82
47
8.73
60
23.972
81
50.350
53
3B BCI Cautious Managed Fund A
2.12
5.07
78
14.00
136
8.89
107
8.84
54
24.704
65
49.392
60
3B BCI Stable Fund of Funds 3B1
1.74
5.42
62
13.89
137
9.97
38
9.29
28
25.280
52
52.893
32
4D BCI Cautious Fund of Funds A
2.09
5.11
75
13.77
141
8.27
137
8.18
99
20.460
140
45.090
110
ABAX Absolute Prescient Fund A
0.80
3.91
143
14.05
135
10.50
19
9.34
23
28.448
15
54.606
23
ABAX SA Absolute Prescient Fund A1
0.72
5.39
65
15.79
82
10.20
28
8.89
51
28.254
18
49.045
64
ABSA Sanlam Multi Managed Core Preserver Fund C
1.46
4.12
138
15.05
107
9.44
67
7.79
123
25.843
42
42.887
127
ABSA Sanlam Multi Managed Passive Preserver Fund A
0.45
4.90
88
16.79
56
10.67
16
8.72
61
28.355
17
49.202
62
ABSA Sanlam Preserver Fund of Fund A
1.85
4.84
92
16.61
62
9.49
65
8.27
94
25.153
54
46.665
97
Adviceworx Old Mutual Inflation plus 2-3% Fund of Funds B1
1.51
4.79
97
16.14
74
8.57
127
8.79
56
21.664
130
50.091
57
AF Investments Conservative Passive Fund A1
0.36
5.49
61
18.01
34
10.56
18
9.70
14
25.832
43
57.048
12
Affinity Ci Cautious Fund A
1.51
6.05
37
19.51
14
9.22
83
7.79
122
23.748
88
44.609
115
Allan Gray Optimal Fund C
1.01
2.04
163
4.50
165
4.57
165
3.09
152
15.097
163
16.473
153
Allan Gray Optimal Fund A
1.18
2.00
164
4.32
166
4.39
166
2.92
153
14.553
164
15.522
154
Allan Gray Stable Fund C
1.44
4.53
122
11.84
157
9.95
41
9.14
36
28.014
19
52.897
31
Allan Gray Stable Fund A
1.62
4.48
126
11.64
158
9.75
49
8.95
48
27.376
26
51.611
46
Amity BCI Steady Growth Fund of Funds A
1.81
5.12
74
16.27
69
8.69
118
8.47
74
23.327
98
47.863
75
Amplify SCI Defensive Balanced Fund A1
0.94
6.69
15
17.90
36
10.33
21
10.31
7
28.590
14
61.449
6
Amplify SCI Wealth Protector Fund B5
1.04
5.85
43
15.91
80
10.72
14
11.07
3
32.387
6
64.541
3
Analytics Ci Cautious Fund of Funds A
1.95
2.39
160
10.81
161
7.45
155
6.68
147
16.417
162
36.705
147
Anchor BCI Diversified Stable Fund A
1.22
7.60
7
19.23
20
11.01
9
9.68
16
30.466
8
56.411
17
APS Ci Cautious Fund A1
1.89
2.28
161
10.83
160
8.17
141
7.43
136
17.901
159
41.380
133
Argon BCI Absolute Return Fund A
1.37
5.20
73
14.50
124
9.04
96
7.50
132
23.068
105
40.680
137
Ashburton Targeted Return Fund B4
1.03
5.61
58
17.27
47
10.27
26
7.56
130
25.785
44
41.904
130
Assetbase CPI + 2% Prescient Fund of Funds A1
1.06
4.23
136
15.05
108
9.51
62
8.42
78
24.997
57
47.388
81
AssetMix Ci Conservative Fund A
1.28
4.67
109
16.76
58
9.91
42
8.65
66
25.529
46
50.607
49
Aureus Nobilis BCI Cautious Fund A
1.93
4.95
84
15.02
109
8.40
135
7.94
117
21.965
125
43.536
123
Autus Prime Cautious Fund A
0.95
2.90
157
14.57
121
9.22
84
8.06
105
21.136
134
44.786
112
Autus Prime Stable Fund A
2.30
2.64
158
13.81
139
8.54
128
8.05
106
20.834
137
44.550
116
BCI Best Blend Cautious Fund C
1.20
5.76
48
16.36
65
7.44
157
7.71
126
18.208
158
41.773
131
Bovest BCI Conservative Fund of Funds A
1.45
5.75
49
16.81
55
8.42
132
8.43
76
22.525
115
46.409
100
Brenthurst BCI Cautious Fund of Funds A
1.52
4.94
85
16.10
75
7.56
154
6.79
145
18.760
155
36.968
145
Camissa Stable Fund A
1.47
11.87
1
25.76
1
12.05
2
10.36
6
32.550
3
56.775
14
Capita BCI Cautious Fund A
1.39
6.10
34
16.24
70
9.37
72
8.27
92
25.238
53
46.416
99
Celerity Ci Conservative Fund A
1.29
4.66
111
15.47
91
9.40
70
8.47
73
23.996
79
47.127
89
Celerity Ci Conservative Fund B
1.21
4.69
107
15.57
86
9.49
64
8.57
69
24.257
75
47.735
77
Celtis BCI Conservative Fund of Funds A
1.78
4.81
95
16.08
77
8.57
126
8.82
55
23.464
96
48.831
68
Cinnabar SCI Stable Fund of Funds A
1.76
6.31
26
19.39
17
10.39
20
9.17
34
27.637
22
52.213
41
Cogence Discovery Cautious Dynamic Asset Optimiser FoF A
1.76
5.82
46
20.44
7
9.89
44
9.89
10
24.703
66
57.837
10
Constellation Protected Growth Prescient Fund A1
1.11
4.67
108
8.54
163
6.89
162
7.02
143
17.360
161
36.023
148
Coronation Balanced Defensive Fund P
1.03
4.78
99
15.78
83
9.99
36
9.27
30
26.961
29
53.663
27
Coronation Balanced Defensive Fund A
1.49
4.66
112
15.25
98
9.48
66
8.77
58
25.361
48
50.347
54
Denker Sanlam Collective Investments Stable Fund A
0.93
3.81
144
14.21
133
9.29
75
8.38
84
24.646
69
46.911
94
Dinamika BCI Conservative Fund of Funds A
2.32
6.71
14
19.53
12
9.19
86
8.90
50
23.979
80
50.513
51
Dinamika BCI Conservative Fund of Funds C
2.32
6.71
13
19.53
13
9.26
77
-
24.173
77
-
Discovery Cautious Balanced Fund A
1.82
5.02
82
16.66
60
7.39
159
7.47
133
17.413
160
41.634
132
Dotport BCI Cautious Fund of Funds A
2.05
4.74
102
13.06
148
7.75
149
6.34
149
19.528
147
33.885
150
Dynasty Ci Wealth Preserver Fund A2
1.18
1.98
165
12.26
154
9.37
73
7.23
140
22.028
123
40.406
140
Edge BCI Cautious Fund of Funds A
1.64
7.06
8
18.06
33
9.08
92
7.99
111
23.720
91
44.268
119
Element Real Income Sanlam Collective Investments Fund A
1.87
3.22
155
12.92
149
8.97
99
7.46
134
23.581
95
40.685
136
Fairtree BCI Select Cautious Fund A
1.21
6.40
24
18.63
31
12.20
1
11.80
1
34.091
1
66.490
2
FAL BCI Stable Fund of Funds A
3.28
2.55
159
12.74
151
8.63
123
8.28
91
22.174
121
46.713
96
FG SCI Venus Cautious Fund of Funds A
1.23
4.74
101
14.68
117
9.61
56
8.88
52
26.000
41
50.338
55
Financial Fitness Stable IP Fund of Funds A
1.21
3.41
152
14.33
128
9.05
94
8.72
62
22.693
112
48.907
66
FNB Stable Fund of Funds B1
0.90
6.20
31
18.30
32
10.33
22
9.67
17
26.498
37
55.673
19
Gradidge Mahura Ci Cautious Fund A
1.16
5.63
56
18.65
28
9.99
35
-
26.929
30
-
Graviton SCI Low Equity Fund A1
1.58
5.73
50
16.28
67
9.15
88
8.41
82
24.367
73
48.152
71
GraySwan SCI Cautious Fund of Funds A
1.28
3.11
156
13.77
142
10.59
17
9.63
18
27.430
24
54.469
24
GraySwan SCI Cautious Fund of Funds B
0.70
3.26
154
14.43
126
11.22
6
10.26
8
29.459
11
58.737
8
H4 Stable Fund B1
0.82
4.46
128
16.94
53
10.74
12
9.32
24
26.281
39
54.828
21
Hollard BCI Conservative Growth Fund of Funds B
1.57
4.12
139
14.25
132
9.04
95
8.67
64
21.998
124
49.323
61
Instit BCI Managed Fund A
1.24
6.53
19
17.29
46
8.70
116
8.77
59
22.087
122
48.593
69
Investhouse Ci Cautious Fund A
1.63
3.72
146
14.53
122
8.80
115
8.22
97
21.660
131
47.145
88
IP Diversified Income Fund of Funds B2
1.69
3.64
148
11.92
156
7.57
152
7.35
139
18.994
153
41.097
135
Kruger Ci Prudential Fund A
1.60
4.58
117
14.64
119
8.88
108
9.12
38
22.222
120
52.989
30
Laurium Stable Prescient Fund A1
1.23
6.00
38
16.45
64
10.12
30
9.62
19
26.745
34
56.419
16
Lynx Prime Cautious Fund of Funds A2
1.59
4.57
118
15.13
102
8.92
104
9.12
39
23.225
100
52.439
36
Lynx Prime Cautious Fund of Funds A1
1.58
4.57
119
15.13
103
8.91
105
9.12
37
23.224
101
52.438
37
Lynx Prime Cautious Fund of Funds A
2.50
4.32
132
14.07
134
7.92
147
-
20.151
143
-
M&G Inflation Plus Fund A
1.37
6.86
10
17.78
38
9.89
43
8.41
81
24.721
64
48.842
67
M&G Inflation Plus Fund I
1.65
6.78
12
17.44
42
9.58
59
8.12
104
23.746
89
46.828
95
Merchant West SCI Cautious Fund A1
1.38
7.00
9
21.05
5
11.78
4
8.20
98
32.413
5
47.163
87
Merchant West SCI Stable P&G® Fund A
1.21
8.65
3
22.12
4
10.88
10
8.85
53
28.992
13
49.587
58
Merchant West SCI Stable P&G® Fund A1
0.92
8.73
2
22.47
3
11.20
7
9.17
35
30.018
10
51.639
45
Methodical BCI Stable Fund A
1.60
4.22
137
14.32
130
8.60
124
7.95
115
22.305
118
44.445
118
MI-PLAN IP Balanced Defensive Fund B5
1.04
5.41
63
19.08
22
9.60
57
8.35
88
25.706
45
47.262
84
Mianzo CPI + 3% 27four Fund A1
0.61
5.62
57
16.62
61
10.04
32
-
27.988
20
50.952
48
MM BCI Cautious Fund of Funds A
1.87
6.31
27
18.82
26
9.50
63
7.11
142
23.727
90
38.366
144
Momentum Focus 3 Fund of Funds A
1.78
5.70
52
17.39
44
8.63
122
7.96
114
21.075
135
45.626
104
Momentum Target 3 Fund of Funds A
1.06
5.65
55
17.33
45
8.94
103
8.27
93
23.174
102
47.379
82
Montrose BCI Cautious Fund of Funds A
1.95
4.05
142
15.93
79
8.46
131
9.29
29
20.027
144
52.634
34
Multi Asset IP Balanced Defensive Fund B1
1.17
4.56
121
16.19
71
9.37
74
9.47
20
23.297
99
54.675
22
MyQ Ci Cautious Fund of Funds A
1.34
4.37
129
14.37
127
8.97
98
7.98
112
23.777
86
45.179
109
Nedgroup Investments Core Guarded Fund B
0.45
5.23
71
17.23
48
9.68
54
9.68
15
25.298
50
56.508
15
Nedgroup Investments Stable Fund A
1.30
4.63
114
12.86
150
8.83
112
8.99
46
24.024
78
50.568
50
Nedgroup Investments Stable Fund C
1.95
4.47
127
12.11
155
8.02
145
8.29
90
21.330
132
45.974
103
Nedgroup Investments Stable Fund A1
1.82
4.49
125
12.31
153
8.15
142
8.36
86
21.846
127
46.449
98
New Road BCI Stable Fund of Funds A
1.32
5.38
66
19.16
21
10.19
29
-
27.637
23
-
NFB Ci Defensive Fund of Funds A
1.25
4.35
130
15.46
93
9.77
48
8.42
79
25.022
56
49.127
63
NFB Ci Stable Fund A
0.98
5.04
80
16.83
54
10.01
33
9.19
32
26.576
36
53.389
29
Ninety One Cautious Managed Fund H
1.01
3.58
150
14.47
125
8.40
133
8.57
68
20.748
139
48.974
65
Ninety One Cautious Managed Fund A
1.64
3.41
153
13.74
144
7.96
146
8.03
107
19.473
149
45.553
105
Noble PP BCI Strategic Income Fund of Funds A
2.74
4.52
124
13.75
143
7.06
161
6.25
150
19.248
152
32.991
151
Oasis Balanced Stable Fund of Funds D
1.76
6.80
11
20.38
8
8.89
106
8.14
101
18.940
154
45.412
107
Oasis Crescent Balanced Stable Fund of Funds D
1.72
0.43
166
8.29
164
6.03
163
6.53
148
11.898
165
34.133
149
Octagon Sanlam Collective Investments Cautious Fund of Funds B1
1.81
5.03
81
14.76
115
9.03
97
8.43
77
24.416
72
47.925
73
Old Mutual Capital Builder Fund A
1.42
4.24
135
11.15
159
4.92
164
5.35
151
11.542
166
29.132
152
Old Mutual Core Conservative Fund A
0.71
6.20
30
19.50
15
9.63
55
9.40
22
24.865
59
54.886
20
Old Mutual Multi-Managers Cautious Fund of Funds A
1.77
4.82
93
15.06
106
7.88
148
7.99
110
20.186
142
44.701
113
Old Mutual Stable Growth Fund A
1.55
5.71
51
14.67
118
7.43
158
8.03
108
19.372
150
45.468
106
Optimum BCI Stable Fund C
1.58
4.67
110
15.84
81
8.67
120
8.29
89
21.757
129
47.117
90
Oyster Catcher RealFin Stable Fund A
0.88
6.06
36
19.87
11
12.01
3
-
33.405
2
-
Palmyra BCI Stable Fund A
1.44
6.53
18
16.10
76
9.07
93
7.95
116
24.673
67
44.822
111
PBi BCI Conservative Fund of Funds A
1.11
5.27
70
15.54
89
9.18
87
8.41
80
24.753
62
47.776
76
Personal Trust Conservative Managed Fund A
1.45
3.74
145
15.38
95
9.83
46
9.44
21
23.872
83
57.115
11
PFPS Ci Cautious Fund of Funds A
1.35
3.47
151
12.33
152
9.25
80
8.14
100
21.949
126
46.306
101
Platinum BCI Income Provider Fund of Funds A
2.18
2.08
162
10.56
162
7.56
153
7.17
141
19.895
145
39.943
141
Plexus Wealth BCI Conservative Fund A
1.77
7.73
6
23.00
2
10.75
11
6.72
146
29.360
12
36.963
146
PMK Stable Prescient Fund of Funds A1
1.51
4.82
94
16.72
59
8.94
102
-
23.083
104
-
PMK Stable Prescient Fund of Funds A3
1.11
4.93
87
17.20
49
9.38
71
9.02
43
24.450
71
51.310
47
PortfolioMetrix BCI Cautious Fund of Funds A
1.05
6.36
25
20.37
9
10.32
23
-
28.409
16
-
PPS Conservative Fund of Funds A2
1.18
4.64
113
15.37
96
9.24
82
9.07
41
22.998
108
52.209
42
PPS Defensive Fund A2
1.11
5.91
40
15.54
88
9.70
52
9.30
26
23.422
97
53.659
28
Prescient Defensive Fund A2
0.49
5.88
42
19.98
10
9.42
68
8.70
63
23.097
103
47.511
80
Prime Cabernet Stable Fund of Funds A
2.09
8.35
4
19.43
16
9.59
58
8.55
71
24.722
63
48.014
72
PrivateClient BCI Low Equity Fund B
1.63
6.57
17
18.64
30
9.51
61
8.61
67
24.858
60
48.334
70
PSG Investment Management Cautious Fund of Funds D
1.24
6.51
20
15.46
92
11.02
8
11.36
2
32.524
4
72.546
1
PSG Stable Fund E
1.21
6.24
29
15.56
87
11.32
5
10.40
5
32.255
7
62.393
4
PSG Stable Fund A
1.79
6.08
35
14.90
113
10.68
15
9.77
12
30.178
9
58.048
9
PSG Wealth Preserver Fund of Funds D
1.04
5.05
79
15.74
84
9.57
60
8.99
45
25.122
55
52.047
43
PSG Wealth Preserver Fund of Funds E
1.73
4.86
91
14.94
111
8.82
114
8.25
96
22.761
109
47.170
86
PSG Wealth Preserver Fund of Funds C
3.00
4.52
123
13.49
145
7.45
156
6.90
144
18.556
156
38.643
143
PSG Wealth Preserver Fund of Funds A
2.31
4.71
105
14.28
131
8.19
140
7.63
128
20.829
138
43.228
125
PSG Wealth Preserver Fund of Funds B
2.02
4.78
98
14.61
120
8.51
129
7.94
118
21.796
128
45.192
108
PWS BCI Cautious Fund of Funds A
1.72
3.62
149
13.20
146
7.61
151
7.59
129
20.223
141
42.268
128
Quantum BCI Capital Plus Fund of Funds A
2.04
4.11
140
13.87
138
7.68
150
7.41
137
19.753
146
39.528
142
Rebalance BCI Cautious Fund of Funds A
1.88
4.56
120
15.52
90
8.32
136
7.92
119
22.523
116
43.589
122
Roxburgh Ci Conservative Fund of Funds A
1.16
4.33
131
14.88
114
9.41
69
9.18
33
23.689
92
52.637
33
RSA BCI Cautious Fund C
1.45
5.31
69
15.10
105
8.26
138
8.01
109
19.495
148
44.446
117
S BRO BCI Defensive Fund of Funds A
1.87
4.86
90
16.35
66
8.40
134
8.56
70
22.733
110
47.032
91
SA Asset Management BCI Cautious Fund A
1.63
5.01
83
17.66
39
8.87
109
7.44
135
22.230
119
41.254
134
Sage BCI Protection Solution FoF A2
1.48
4.73
103
15.11
104
8.95
100
8.13
102
23.035
106
46.293
102
Sanlam Multi Managed Cautious Fund of Funds A1
1.19
5.79
47
16.28
68
9.74
50
9.29
27
27.067
28
53.822
26
Sanlam Multi Managed Conservative Fund of Funds A1
1.19
5.22
72
15.17
99
8.85
110
7.88
120
25.407
47
44.072
120
Sanlam Multi Managed Defensive Fund of Funds A2
1.60
6.28
28
15.68
85
9.26
78
9.00
44
26.637
35
51.669
44
Sasfin BCI Stable Fund A
0.88
7.77
5
18.65
29
10.73
13
10.21
9
27.724
21
59.749
7
Seed Stable Prescient Fund A1
1.53
5.66
54
16.19
72
9.95
40
7.67
127
25.286
51
42.195
129
Select BCI Enhanced Core Cautious Fund A
0.49
6.19
32
18.90
24
9.96
39
-
24.665
68
-
Select Manager BCI Cautious Fund of Funds A
1.55
5.68
53
17.06
52
9.22
85
8.35
87
23.596
94
46.923
93
Sequoia BCI Stable Fund of Funds A
1.57
4.93
86
15.26
97
8.24
139
7.82
121
19.280
151
43.065
126
Signature BCI Stable Fund of Funds A
2.45
4.07
141
14.32
129
8.50
130
7.98
113
22.693
113
44.678
114
SIM Inflation Beater Fund A
1.46
4.27
133
13.19
147
8.10
143
7.53
131
23.826
85
40.629
138
SIM Inflation Plus Fund A
1.26
3.64
147
14.52
123
8.58
125
7.76
125
22.326
117
43.488
124
SIM Managed Cautious Fund of Funds A1
1.13
6.62
16
19.29
19
9.14
89
9.25
31
22.694
111
52.234
39
SIM Managed Conservative Fund of Funds A1
1.07
5.39
64
16.77
57
8.70
117
7.79
124
23.668
93
43.763
121
Southern Charter BCI Defensive Fund of Funds A
1.64
6.12
33
18.90
23
10.31
25
10.49
4
24.980
58
62.311
5
Stanlib Multi-Asset Cautious Fund B1
1.33
6.41
23
20.63
6
8.82
113
9.30
25
22.601
114
54.350
25
STANLIB Multi-Manager Defensive Balanced Fund B1
1.49
5.09
77
16.60
63
9.24
81
8.98
47
24.212
76
52.473
35
STANLIB Multi-Manager Low Equity Fund of Funds B1
1.19
5.56
60
17.96
35
10.01
34
9.85
11
27.099
27
56.876
13
Star BCI Stable Fund A
1.81
4.27
134
14.69
116
8.04
144
7.39
138
23.769
87
40.507
139
Steer Stable FR Fund 1
1.06
5.09
76
13.78
140
7.29
160
-
18.450
157
-
Sygnia CPI + 2% Fund A
1.30
4.70
106
15.16
100
8.95
101
8.26
95
24.317
74
47.190
85
Sygnia CPI + 2% Fund D
1.18
4.76
100
15.39
94
9.11
91
8.36
85
24.852
61
47.910
74
Sygnia CPI + 2% Fund B
0.60
4.89
89
15.96
78
9.72
51
9.03
42
26.902
31
52.224
40
Sygnia Skeleton Balanced 40 Fund A
0.43
4.62
115
17.16
51
9.97
37
9.74
13
26.804
32
56.202
18
Synergy Ci Conservative Fund of Funds A
1.37
5.34
68
17.42
43
9.68
53
9.10
40
23.925
82
52.285
38
Trésor Sanlam Collective Investments Stable Fund B1
1.91
5.35
67
15.14
101
8.68
119
8.46
75
21.195
133
47.019
92
TRG Stable Prescient Fund of Funds A1
1.49
4.80
96
15.00
110
9.29
76
8.90
49
26.121
40
50.150
56
Wealth Associates BCI Cautious Fund of Funds A
1.29
4.73
104
16.16
73
9.12
90
8.48
72
24.459
70
47.336
83
Wealthworks Prime Cautious Fund of Funds A
1.76
4.58
116
14.93
112
8.83
111
8.66
65
23.028
107
49.487
59
Weaver BCI Stable Fund of Funds A
1.10
6.50
21
17.19
50
8.64
121
-
21.060
136
-
WellsFaber SCI Stable Fund of Funds A
1.14
5.59
59
18.76
27
9.25
79
8.39
83
23.841
84
47.710
78
Profile Data Average
5.11
/166
15.89
/166
9.17
/166
8.45
/153
23.91
/166
47.94
/154