Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 30 November 2019

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral5.08%3.37%4.64%10.45%Fund Fact Sheet
Foord Equity FundGeneral5.24%-1.37%-0.51%10.33%Fund Fact Sheet
Investec Equity FundGeneral11.62%4.88%5.48%10.79%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral2.80%1.26%1.56%8.40%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral8.21%4.68%4.31%10.47%Fund Fact Sheet
PSG Equity FundGeneral-9.93%-1.18%2.14%10.80%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible10.94%4.45%5.40%14.01%Fund Fact Sheet
PSG Flexible FundFlexibleFund Fact Sheet
Allan Gray Balanced FundHigh Equity6.82%4.31%6.23%9.93%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity11.66%5.65%5.15%10.47%Fund Fact Sheet
Foord Balanced FundHigh Equity10.89%4.22%4.34%10.10%Fund Fact Sheet
Investec Managed FundHigh Equity12.41%7.48%8.23%10.89%Fund Fact Sheet
Prudential Balanced FundHigh Equity7.98%5.41%5.70%10.55%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity13.52%5.89%5.36%Fund Fact Sheet
REZCO Value Trend FundHigh Equity12.06%5.73%5.24%11.49%Fund Fact Sheet
Investec Diversified Income FundIncome8.11%8.20%8.28%8.47%Fund Fact Sheet
Allan Gray Optimal FundLow Equity3.00%5.40%6.62%6.29%Fund Fact Sheet
Allan Gray Stable FundLow Equity7.90%6.29%7.85%8.37%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity10.41%5.78%5.83%8.96%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity5.97%3.69%4.68%9.24%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.82%7.88%7.53%6.74%Fund Fact Sheet
Investec Money Market FundMoney Market7.42%7.55%7.28%6.50%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.60%7.69%7.39%6.55%Fund Fact Sheet
Allan Gray Bond FundVariable Term9.70%10.43%8.40%9.24%Fund Fact Sheet
STANLIB Bond FundVariable Term7.79%9.01%7.16%9.12%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-0.45%-1.48%1.74%11.24%Fund Fact Sheet
Investec Property Equity FundGeneral-0.25%-2.60%1.35%10.48%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral0.82%-3.00%1.56%10.89%Fund Fact Sheet
STANLIB Property Income FundGeneral1.62%-4.69%0.35%9.99%Fund Fact Sheet