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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 August 2026

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral16.32%17.42%15.42%10.06%
Foord Equity FundGeneral14.06%16.43%14.16%7.48%
M&G Dividend Maximiser FundGeneral14.62%17.01%13.92%10.87%
Nedgroup Investments Rainmaker FundGeneral3.67%10.06%9.13%4.76%
Ninety One Equity FundGeneral12.71%14.83%10.91%9.57%
PSG Equity FundGeneral28.38%20.10%19.47%11.72%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible15.05%16.79%14.23%10.66%
PSG Flexible FundFlexible22.11%16.55%16.83%11.01%
Allan Gray Balanced FundHigh Equity14.16%15.33%14.00%9.70%
Coronation Balanced Plus FundHigh Equity5.46%12.71%10.76%8.92%
Foord Balanced FundHigh Equity8.68%11.33%10.40%7.81%
M&G Balanced FundHigh Equity9.62%13.66%11.79%9.23%
Ninety One Managed FundHigh Equity7.36%10.65%8.67%8.20%
Ninety One Diversified Income FundIncome10.57%10.15%8.70%8.00%
Allan Gray Optimal FundLow Equity4.20%6.98%6.14%4.33%
Allan Gray Stable FundLow Equity9.61%11.45%10.77%8.54%
M&G Inflation Plus FundLow Equity10.74%12.72%10.66%7.37%
Nedgroup Investments Stable FundLow Equity7.62%9.51%8.95%7.95%

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Money Market FundMoney Market7.34%8.28%7.40%7.22%
Ninety One Money Market FundMoney Market6.99%7.82%7.01%6.83%
STANLIB Money Market FundMoney Market7.20%8.25%7.39%7.09%
Allan Gray Bond FundVariable Term16.20%15.67%11.14%10.50%
STANLIB Bond FundVariable Term16.89%16.14%11.16%10.41%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
M&G Property FundGeneral17.54%23.96%16.74%
Ninety One Property Equity FundGeneral18.22%23.32%14.65%3.83%
STANLIB Property Income FundGeneral17.54%22.13%12.91%2.31%