Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 May 2018

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral5.49%6.55%9.47%10.32%Fund Fact Sheet
Foord Equity FundGeneral-8.55%-1.83%5.90%10.35%Fund Fact Sheet
Investec Equity FundGeneral3.41%3.27%9.64%8.13%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral2.19%2.63%8.25%8.67%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral6.79%4.02%8.16%10.64%Fund Fact Sheet
PSG Equity FundGeneral8.34%5.00%11.68%12.18%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible3.62%3.68%8.41%12.20%Fund Fact Sheet
PSG Flexible FundFlexible8.20%7.44%11.95%13.63%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity4.45%7.44%8.85%10.29%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity3.15%3.78%7.61%10.38%Fund Fact Sheet
Foord Balanced FundHigh Equity0.62%2.65%6.62%9.54%Fund Fact Sheet
Investec Managed FundHigh Equity6.70%7.22%9.64%8.63%Fund Fact Sheet
Prudential Balanced FundHigh Equity5.17%5.32%8.77%9.99%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity1.88%1.91%6.59%Fund Fact Sheet
REZCO Value Trend FundHigh Equity3.34%2.72%6.63%10.32%Fund Fact Sheet
Investec Diversified Income FundIncome9.05%8.38%7.47%Fund Fact Sheet
Allan Gray Optimal FundLow Equity-1.21%6.08%7.20%6.84%Fund Fact Sheet
Allan Gray Stable FundLow Equity7.43%9.02%8.29%9.10%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity3.31%4.20%6.38%9.20%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity3.60%4.74%7.28%9.72%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.91%7.56%6.89%7.19%Fund Fact Sheet
Investec Money Market FundMoney Market7.62%6.78%6.14%6.70%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.75%7.48%6.75%7.02%Fund Fact Sheet
Allan Gray Bond FundVariable Term12.10%9.51%8.37%9.90%Fund Fact Sheet
STANLIB Bond FundVariable Term11.24%9.03%7.43%10.12%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-6.92%3.06%9.17%15.43%Fund Fact Sheet
Investec Property Equity FundGeneral-4.48%2.55%8.92%14.67%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-8.65%1.97%8.48%15.22%Fund Fact Sheet
STANLIB Property Income FundGeneral-12.52%-0.07%7.73%14.66%Fund Fact Sheet