Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 May 2019

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral-3.57%1.34%4.38%11.65%Fund Fact Sheet
Foord Equity FundGeneral-3.02%-3.50%0.45%12.31%Fund Fact Sheet
Investec Equity FundGeneral1.84%2.07%6.00%11.99%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-4.88%-1.29%2.56%10.27%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral-0.49%2.62%4.41%12.29%Fund Fact Sheet
PSG Equity FundGeneral-8.73%3.45%3.85%13.60%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible1.09%0.24%5.59%15.92%Fund Fact Sheet
PSG Flexible FundFlexible-4.30%3.68%6.41%14.52%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity0.30%2.07%5.89%10.65%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity1.44%2.12%4.99%11.50%Fund Fact Sheet
Foord Balanced FundHigh Equity1.55%0.57%4.14%10.94%Fund Fact Sheet
Investec Managed FundHigh Equity3.71%4.12%7.58%11.12%Fund Fact Sheet
Prudential Balanced FundHigh Equity2.94%4.02%6.37%11.90%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity4.62%0.93%4.53%Fund Fact Sheet
REZCO Value Trend FundHigh Equity3.24%1.39%4.48%11.38%Fund Fact Sheet
Investec Diversified Income FundIncome7.94%7.90%7.93%Fund Fact Sheet
Allan Gray Optimal FundLow Equity9.14%5.61%7.77%6.32%Fund Fact Sheet
Allan Gray Stable FundLow Equity4.08%4.76%7.44%8.50%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity4.29%2.62%5.56%9.41%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity1.49%2.41%5.56%10.03%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.78%7.89%7.37%6.78%Fund Fact Sheet
Investec Money Market FundMoney Market7.38%7.58%7.11%6.55%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.51%7.72%7.23%6.58%Fund Fact Sheet
Allan Gray Bond FundVariable Term8.34%11.45%9.16%9.21%Fund Fact Sheet
STANLIB Bond FundVariable Term6.17%10.52%8.16%9.14%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-8.57%-2.46%5.32%12.69%Fund Fact Sheet
Investec Property Equity FundGeneral-11.14%-4.39%5.06%11.31%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-8.13%-4.19%5.22%12.07%Fund Fact Sheet
STANLIB Property Income FundGeneral-6.52%-4.51%4.27%11.58%Fund Fact Sheet