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Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 August 2024

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Allan Gray Equity FundGeneral13.32%12.76%12.05%7.75%
Foord Equity FundGeneral21.36%14.25%12.80%5.90%
M&G Dividend Maximiser FundGeneral11.64%1.17%12.58%7.99%
Nedgroup Investments Rainmaker FundGeneral6.92%7.47%6.28%3.78%
Ninety One Equity FundGeneral12.17%7.54%11.39%8.47%
PSG Equity FundGeneral13.29%16.75%14.93%8.14%

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
36One BCI Flexible Opportunity FundFlexible16.38%12.42%13.73%9.48%
PSG Flexible FundFlexible11.35%15.24%13.55%9.44%
Allan Gray Balanced FundHigh Equity11.67%11.92%11.15%8.36%
Coronation Balanced Plus FundHigh Equity11.38%9.04%11.17%7.78%
Foord Balanced FundHigh Equity9.79%9.27%9.79%7.03%
M&G Balanced FundHigh Equity11.33%9.79%10.26%7.94%
Ninety One Managed FundHigh Equity9.07%6.85%8.09%8.35%
REZCO Managed Plus FundHigh Equity7.26%5.87%5.91%5.65%
REZCO Value Trend FundHigh Equity5.94%5.88%6.03%5.62%
Ninety One Diversified Income FundIncome10.45%7.85%7.24%7.85%
Allan Gray Optimal FundLow Equity7.16%5.64%3.03%5.23%
Allan Gray Stable FundLow Equity10.38%9.97%8.99%8.29%
M&G Inflation Plus FundLow Equity11.93%9.04%8.12%6.57%
Nedgroup Investments Stable FundLow Equity7.37%7.86%8.57%7.68%

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%7.07%6.55%7.01%
Ninety One Money Market FundMoney Market8.50%6.71%6.12%6.66%
STANLIB Money Market FundMoney Market9.04%7.07%6.40%6.86%
Allan Gray Bond FundVariable Term16.43%8.45%8.39%8.64%
STANLIB Bond FundVariable Term18.57%8.71%9.12%8.51%

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance (annualised)5-year Performance (annualised)10-year Performance (annualised)
Coronation Property Equity FundGeneral31.36%10.92%1.93%2.54%
M&G Property FundGeneral34.88%15.37%
Ninety One Property Equity FundGeneral34.81%12.51%4.51%3.30%
STANLIB Property Income FundGeneral33.17%10.31%2.04%2.07%