Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 30 September 2018

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral6.97%9.51%9.79%12.72%Fund Fact Sheet
Foord Equity FundGeneral-6.90%0.16%4.29%12.01%Fund Fact Sheet
Investec Equity FundGeneral5.16%5.71%9.37%11.67%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-0.91%2.84%6.51%10.45%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral7.19%7.45%8.30%13.05%Fund Fact Sheet
PSG Equity FundGeneral6.50%11.45%9.87%14.50%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible3.28%5.05%8.20%15.11%Fund Fact Sheet
PSG Flexible FundFlexible7.63%10.68%10.77%14.46%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity6.14%9.17%9.28%11.66%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity2.37%5.78%7.33%11.50%Fund Fact Sheet
Foord Balanced FundHigh Equity1.21%4.67%6.46%10.79%Fund Fact Sheet
Investec Managed FundHigh Equity5.79%7.82%9.52%10.99%Fund Fact Sheet
Prudential Balanced FundHigh Equity6.86%7.57%9.04%11.63%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity3.72%2.57%6.97%Fund Fact Sheet
REZCO Value Trend FundHigh Equity4.87%3.40%6.96%11.96%Fund Fact Sheet
Investec Diversified Income FundIncome8.02%7.97%7.64%Fund Fact Sheet
Allan Gray Optimal FundLow Equity10.23%8.03%8.57%6.95%Fund Fact Sheet
Allan Gray Stable FundLow Equity8.14%9.53%9.00%9.44%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity4.07%5.34%6.70%9.42%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity2.54%5.30%7.55%10.27%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.78%7.68%7.06%7.04%Fund Fact Sheet
Investec Money Market FundMoney Market7.43%7.46%6.83%6.86%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.57%7.59%6.91%6.86%Fund Fact Sheet
Allan Gray Bond FundVariable Term9.53%9.11%8.18%9.17%Fund Fact Sheet
STANLIB Bond FundVariable Term7.03%8.38%7.26%9.00%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-8.51%0.53%7.87%13.79%Fund Fact Sheet
Investec Property Equity FundGeneral-13.75%-1.11%7.46%12.80%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-16.25%-0.99%7.07%13.56%Fund Fact Sheet
STANLIB Property Income FundGeneral-19.02%-2.52%5.98%12.82%Fund Fact Sheet