Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 December 2017

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral13.97%9.65%12.69%11.08%Fund Fact Sheet
Foord Equity FundGeneral4.63%2.72%9.67%11.29%Fund Fact Sheet
Investec Equity FundGeneral12.16%8.16%12.22%9.38%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral16.51%7.15%10.54%9.75%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral15.08%7.53%11.77%11.55%Fund Fact Sheet
PSG Equity FundGeneral11.16%9.18%15.33%11.60%Fund Fact Sheet
Investec Commodity FundResource10.11%8.38%5.82%3.71%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible11.34%7.74%11.83%12.08%Fund Fact Sheet
PSG Flexible FundFlexible9.97%10.74%14.93%13.92%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity11.00%9.85%12.33%10.84%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity12.69%6.98%11.29%11.06%Fund Fact Sheet
Foord Balanced FundHigh Equity6.89%4.92%9.19%10.02%Fund Fact Sheet
Investec Managed FundHigh Equity12.01%10.09%11.80%9.37%Fund Fact Sheet
Prudential Balanced FundHigh Equity11.79%8.00%11.79%10.50%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity5.37%4.67%10.06%Fund Fact Sheet
REZCO Value Trend FundHigh Equity5.71%4.76%9.82%11.66%Fund Fact Sheet
Investec Diversified Income FundIncome8.01%8.26%7.33%Fund Fact Sheet
Allan Gray Optimal FundLow Equity3.23%7.37%8.21%7.09%Fund Fact Sheet
Allan Gray Stable FundLow Equity9.56%9.83%10.25%9.39%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity6.36%5.47%8.08%9.49%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity10.29%7.49%9.93%10.34%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market8.00%7.38%6.66%7.33%Fund Fact Sheet
Investec Money Market FundMoney Market7.69%6.43%5.92%6.83%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.88%7.30%6.53%7.15%Fund Fact Sheet
Allan Gray Bond FundVariable Term11.60%8.18%7.28%9.16%Fund Fact Sheet
STANLIB Bond FundVariable Term10.92%7.68%6.43%9.00%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral14.07%10.17%13.30%14.48%Fund Fact Sheet
Investec Property Equity FundGeneral16.64%11.44%13.67%14.26%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral14.44%11.62%13.95%14.83%Fund Fact Sheet
STANLIB Property Income FundGeneral14.70%11.22%13.50%14.69%Fund Fact Sheet