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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 30 April 2025

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral16.52%12.48%16.14%8.03%
Foord Equity FundGeneral23.35%14.69%17.28%5.55%
M&G Dividend Maximiser FundGeneral20.81%10.76%16.45%8.27%
Nedgroup Investments Rainmaker FundGeneral17.24%10.57%11.90%4.00%
Ninety One Equity FundGeneral15.55%8.73%13.38%7.37%
PSG Equity FundGeneral14.49%12.19%21.67%7.37%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible18.79%11.87%14.12%8.87%
PSG Flexible FundFlexible13.28%11.41%19.95%8.56%
Allan Gray Balanced FundHigh Equity15.50%11.80%13.69%8.72%
Coronation Balanced Plus FundHigh Equity15.35%11.46%13.74%7.84%
Foord Balanced FundHigh Equity13.14%10.66%10.65%6.89%
M&G Balanced FundHigh Equity16.36%10.87%13.78%7.82%
Ninety One Managed FundHigh Equity13.02%9.20%8.82%8.25%
REZCO Managed Plus FundHigh Equity3.70%6.21%4.03%4.67%
REZCO Value Trend FundHigh Equity5.19%6.56%4.45%4.83%
Ninety One Diversified Income FundIncome10.52%8.60%7.57%7.75%
Allan Gray Optimal FundLow Equity6.14%3.10%5.20%4.89%
Allan Gray Stable FundLow Equity13.73%10.18%11.00%8.68%
M&G Inflation Plus FundLow Equity15.52%9.79%11.42%6.32%
Nedgroup Investments Stable FundLow Equity10.88%9.64%8.52%7.62%

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Money Market FundMoney Market8.74%7.97%6.68%7.15%
Ninety One Money Market FundMoney Market8.19%7.61%6.24%6.80%
STANLIB Money Market FundMoney Market8.85%8.07%6.58%7.03%
Allan Gray Bond FundVariable Term16.95%10.02%10.28%8.74%
STANLIB Bond FundVariable Term18.33%9.97%10.62%8.49%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
M&G Property FundGeneral29.42%15.61%
Ninety One Property Equity FundGeneral27.41%13.04%18.65%1.40%
STANLIB Property Income FundGeneral25.37%11.33%15.50%0.05%