Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 July 2018

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral6.64%7.77%10.74%11.88%Fund Fact Sheet
Foord Equity FundGeneral-4.61%-0.65%6.59%11.35%Fund Fact Sheet
Investec Equity FundGeneral5.93%4.32%11.03%10.24%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral3.64%3.15%8.96%9.80%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral8.14%5.64%9.39%12.21%Fund Fact Sheet
PSG Equity FundGeneral4.72%6.40%11.50%12.95%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible10.67%5.46%9.83%13.35%Fund Fact Sheet
PSG Flexible FundFlexible9.33%7.88%12.67%14.29%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity8.67%8.79%10.26%11.13%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity7.13%4.89%8.83%11.12%Fund Fact Sheet
Foord Balanced FundHigh Equity6.19%4.21%8.00%10.33%Fund Fact Sheet
Investec Managed FundHigh Equity11.10%8.34%11.03%9.24%Fund Fact Sheet
Prudential Balanced FundHigh Equity9.44%6.34%10.06%10.82%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity5.85%3.21%7.79%Fund Fact Sheet
REZCO Value Trend FundHigh Equity7.65%4.20%7.88%10.87%Fund Fact Sheet
Investec Diversified Income FundIncome9.13%8.37%7.54%Fund Fact Sheet
Allan Gray Optimal FundLow Equity2.21%6.35%7.61%6.97%Fund Fact Sheet
Allan Gray Stable FundLow Equity10.44%10.15%9.06%9.54%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity6.78%5.27%7.28%9.56%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity5.64%5.21%8.25%10.00%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.83%7.62%6.97%7.12%Fund Fact Sheet
Investec Money Market FundMoney Market7.49%7.42%6.75%6.93%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.65%7.53%6.83%6.94%Fund Fact Sheet
Allan Gray Bond FundVariable Term12.90%9.64%8.91%9.56%Fund Fact Sheet
STANLIB Bond FundVariable Term12.22%9.12%8.18%9.63%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-8.32%0.32%8.23%14.43%Fund Fact Sheet
Investec Property Equity FundGeneral-11.13%-0.54%8.02%13.44%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-14.57%-0.45%7.74%13.95%Fund Fact Sheet
STANLIB Property Income FundGeneral-18.43%-2.87%6.28%13.42%Fund Fact Sheet