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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 July 2026

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral17.44%16.82%15.59%9.99%
Foord Equity FundGeneral15.87%15.03%14.39%7.51%
M&G Dividend Maximiser FundGeneral14.65%15.47%14.13%10.81%
Nedgroup Investments Rainmaker FundGeneral3.97%9.39%9.35%4.83%
Ninety One Equity FundGeneral11.46%12.60%10.73%9.17%
PSG Equity FundGeneral27.21%19.87%20.12%11.68%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible15.44%16.53%13.93%10.67%
PSG Flexible FundFlexible21.96%16.84%17.68%11.14%
Allan Gray Balanced FundHigh Equity15.13%15.20%14.12%9.77%
Coronation Balanced Plus FundHigh Equity6.01%12.77%10.90%9.16%
Foord Balanced FundHigh Equity8.66%10.83%10.26%7.92%
M&G Balanced FundHigh Equity10.02%12.61%11.85%9.16%
Ninety One Managed FundHigh Equity6.53%11.10%8.52%8.23%
Ninety One Diversified Income FundIncome10.91%10.31%8.74%8.01%
Allan Gray Optimal FundLow Equity11.58%8.78%7.38%4.77%
Allan Gray Stable FundLow Equity11.61%12.13%11.15%8.79%
M&G Inflation Plus FundLow Equity11.39%12.16%10.85%7.37%
Nedgroup Investments Stable FundLow Equity6.46%9.27%8.72%8.00%

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Money Market FundMoney Market7.39%8.32%7.34%7.22%
Ninety One Money Market FundMoney Market7.04%7.86%6.96%6.84%
STANLIB Money Market FundMoney Market7.25%8.30%7.34%7.09%
Allan Gray Bond FundVariable Term17.39%15.37%11.36%10.34%
STANLIB Bond FundVariable Term18.21%15.71%11.41%10.14%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
M&G Property FundGeneral25.97%26.80%19.37%
Ninety One Property Equity FundGeneral26.59%25.62%17.29%3.81%
STANLIB Property Income FundGeneral24.32%24.10%15.29%2.28%