Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 January 2020

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral5.91%3.13%4.51%10.60%Fund Fact Sheet
Foord Equity FundGeneral2.14%-2.01%-0.50%10.03%Fund Fact Sheet
Investec Equity FundGeneral12.06%5.26%5.48%11.44%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral0.98%0.89%1.38%8.50%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral9.05%4.93%4.62%10.73%Fund Fact Sheet
PSG Equity FundGeneral-9.38%-2.80%1.97%10.58%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible15.31%5.46%5.62%13.85%Fund Fact Sheet
PSG Flexible FundFlexible-3.84%0.72%4.88%11.53%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity7.93%4.48%6.24%10.10%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity11.37%5.61%5.09%10.52%Fund Fact Sheet
Foord Balanced FundHigh Equity11.15%4.39%4.32%10.04%Fund Fact Sheet
Investec Managed FundHigh Equity16.44%8.40%8.01%10.99%Fund Fact Sheet
Prudential Balanced FundHigh Equity7.43%5.36%5.52%10.66%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity16.23%7.45%5.83%Fund Fact Sheet
REZCO Value Trend FundHigh Equity14.56%7.11%5.69%12.01%Fund Fact Sheet
Investec Diversified Income FundIncome7.56%8.14%8.02%8.18%Fund Fact Sheet
Allan Gray Optimal FundLow Equity3.35%5.13%5.99%6.19%Fund Fact Sheet
Allan Gray Stable FundLow Equity7.86%6.39%7.77%8.39%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity11.58%6.37%5.70%8.95%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity4.73%3.43%4.33%9.30%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.78%7.86%7.57%6.74%Fund Fact Sheet
Investec Money Market FundMoney Market7.38%7.52%7.31%6.50%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.58%7.66%7.42%6.54%Fund Fact Sheet
Allan Gray Bond FundVariable Term8.77%10.32%7.98%9.31%Fund Fact Sheet
STANLIB Bond FundVariable Term6.48%8.95%6.66%9.20%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-10.58%-4.64%-0.72%10.58%Fund Fact Sheet
Investec Property Equity FundGeneral-9.60%-5.54%-1.01%9.99%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-10.42%-6.35%-1.11%10.24%Fund Fact Sheet
STANLIB Property Income FundGeneral-9.41%-7.86%-2.26%9.33%Fund Fact Sheet