Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 March 2019

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral2.63%4.30%6.53%13.08%Fund Fact Sheet
Foord Equity FundGeneral-2.21%-2.54%1.61%13.36%Fund Fact Sheet
Investec Equity FundGeneral5.09%3.42%7.12%13.21%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-5.25%0.13%3.86%11.47%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral3.84%4.62%5.61%13.37%Fund Fact Sheet
PSG Equity FundGeneral-4.25%5.36%5.20%15.66%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible1.60%1.86%6.28%17.04%Fund Fact Sheet
PSG Flexible FundFlexible0.53%5.59%7.70%16.08%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity5.68%4.85%7.32%11.63%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity5.42%4.41%6.16%12.56%Fund Fact Sheet
Foord Balanced FundHigh Equity6.47%2.40%5.05%11.60%Fund Fact Sheet
Investec Managed FundHigh Equity7.33%5.74%8.45%11.78%Fund Fact Sheet
Prudential Balanced FundHigh Equity6.13%5.44%7.21%12.70%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity9.58%2.38%5.66%Fund Fact Sheet
REZCO Value Trend FundHigh Equity8.69%2.75%5.55%12.01%Fund Fact Sheet
Investec Diversified Income FundIncome7.56%7.99%8.00%Fund Fact Sheet
Allan Gray Optimal FundLow Equity11.79%6.05%8.50%6.55%Fund Fact Sheet
Allan Gray Stable FundLow Equity7.52%6.68%8.16%8.92%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity8.59%4.16%6.16%9.69%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity2.61%3.52%6.21%10.41%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.76%7.86%7.30%6.82%Fund Fact Sheet
Investec Money Market FundMoney Market8.10%7.81%7.19%6.68%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.49%7.71%7.16%6.63%Fund Fact Sheet
Allan Gray Bond FundVariable Term6.07%11.04%9.06%9.14%Fund Fact Sheet
STANLIB Bond FundVariable Term2.79%10.43%8.52%9.13%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-7.28%-2.49%5.85%12.82%Fund Fact Sheet
Investec Property Equity FundGeneral-9.93%-3.99%5.80%11.67%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-7.61%-4.64%5.41%12.16%Fund Fact Sheet
STANLIB Property Income FundGeneral-3.37%-5.28%4.53%11.43%Fund Fact Sheet