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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 30 November 2024

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral14.49%12.50%11.84%8.18%
Foord Equity FundGeneral21.26%14.59%12.91%5.99%
M&G Dividend Maximiser FundGeneral14.25%9.72%12.86%8.51%
Nedgroup Investments Rainmaker FundGeneral13.06%7.35%6.85%4.17%
Ninety One Equity FundGeneral15.71%7.85%11.70%8.55%
PSG Equity FundGeneral12.84%14.79%14.02%7.92%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible18.29%12.23%13.74%9.49%
PSG Flexible FundFlexible10.94%13.50%12.85%9.12%
Allan Gray Balanced FundHigh Equity12.36%11.51%11.23%8.70%
Coronation Balanced Plus FundHigh Equity17.75%9.99%11.67%8.36%
Foord Balanced FundHigh Equity12.44%9.04%9.90%7.09%
M&G Balanced FundHigh Equity13.70%9.68%10.67%8.16%
Ninety One Managed FundHigh Equity11.03%6.53%8.39%8.31%
REZCO Managed Plus FundHigh Equity11.48%8.51%6.42%5.89%
REZCO Value Trend FundHigh Equity9.73%8.09%6.40%5.82%
Ninety One Diversified Income FundIncome11.01%8.56%7.53%7.91%
Allan Gray Optimal FundLow Equity7.16%5.25%3.19%4.89%
Allan Gray Stable FundLow Equity11.42%9.77%9.15%8.50%
M&G Inflation Plus FundLow Equity12.83%9.11%8.56%6.60%
Nedgroup Investments Stable FundLow Equity10.22%8.12%8.76%7.70%

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Money Market FundMoney Market9.07%7.46%6.61%7.07%
Ninety One Money Market FundMoney Market8.47%7.09%6.18%6.73%
STANLIB Money Market FundMoney Market9.13%7.51%6.49%6.94%
Allan Gray Bond FundVariable Term17.15%10.49%9.03%8.71%
STANLIB Bond FundVariable Term19.65%11.29%10.05%8.60%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
M&G Property FundGeneral39.74%16.59%
Ninety One Property Equity FundGeneral38.03%13.44%3.79%2.56%
STANLIB Property Income FundGeneral35.28%11.40%1.85%1.28%