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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 December 2025

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral26.74%17.21%16.90%10.17%
Foord Equity FundGeneral21.51%18.94%17.39%8.05%
M&G Dividend Maximiser FundGeneral27.73%16.74%17.49%10.66%
Nedgroup Investments Rainmaker FundGeneral15.17%12.96%11.51%5.11%
Ninety One Equity FundGeneral27.14%16.42%14.55%9.93%
PSG Equity FundGeneral35.24%19.68%22.02%11.90%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible25.30%18.29%15.89%10.23%
PSG Flexible FundFlexible28.41%16.64%19.65%11.12%
Allan Gray Balanced FundHigh Equity24.04%15.67%15.02%9.79%
Coronation Balanced Plus FundHigh Equity19.46%16.52%13.51%9.40%
Foord Balanced FundHigh Equity17.40%13.91%11.66%7.85%
M&G Balanced FundHigh Equity22.88%15.48%14.71%9.52%
Ninety One Managed FundHigh Equity16.71%12.35%10.06%8.29%
Ninety One Diversified Income FundIncome12.20%10.59%8.73%8.17%
Allan Gray Optimal FundLow Equity3.23%4.74%5.44%4.65%
Allan Gray Stable FundLow Equity14.77%12.12%11.52%8.59%
M&G Inflation Plus FundLow Equity20.43%13.87%12.87%7.70%
Nedgroup Investments Stable FundLow Equity12.43%10.81%8.94%7.75%

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Money Market FundMoney Market7.96%8.43%6.99%7.23%
Ninety One Money Market FundMoney Market7.54%8.04%6.60%6.85%
STANLIB Money Market FundMoney Market7.89%8.49%6.97%7.11%
Allan Gray Bond FundVariable Term22.71%15.90%11.71%11.21%
STANLIB Bond FundVariable Term22.40%16.11%12.06%11.37%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
M&G Property FundGeneral29.25%23.99%22.14%
Ninety One Property Equity FundGeneral30.57%22.10%20.28%4.01%
STANLIB Property Income FundGeneral29.28%20.36%17.17%2.94%