Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 March 2018

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral5.68%6.55%10.09%10.75%Fund Fact Sheet
Foord Equity FundGeneral-4.61%-1.58%7.02%10.70%Fund Fact Sheet
Investec Equity FundGeneral5.70%2.86%10.64%8.94%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral9.39%3.35%9.27%9.55%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral7.01%4.07%9.68%11.24%Fund Fact Sheet
PSG Equity FundGeneral2.87%5.58%12.57%12.17%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible4.76%3.39%9.56%12.56%Fund Fact Sheet
PSG Flexible FundFlexible4.72%7.42%12.88%13.46%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity4.62%7.53%9.86%10.23%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity4.79%4.16%8.90%10.68%Fund Fact Sheet
Foord Balanced FundHigh Equity0.54%2.19%7.16%9.32%Fund Fact Sheet
Investec Managed FundHigh Equity8.12%7.26%10.72%8.85%Fund Fact Sheet
Prudential Balanced FundHigh Equity6.10%5.17%9.96%10.16%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity-0.44%1.70%7.46%Fund Fact Sheet
REZCO Value Trend FundHigh Equity0.43%2.06%7.47%10.62%Fund Fact Sheet
Investec Diversified Income FundIncome9.43%8.48%7.53%Fund Fact Sheet
Allan Gray Optimal FundLow Equity-1.48%5.43%7.11%6.81%Fund Fact Sheet
Allan Gray Stable FundLow Equity7.16%9.06%8.85%8.92%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity2.77%3.75%6.76%8.94%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity4.86%4.79%8.17%9.86%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.96%7.49%6.80%7.25%Fund Fact Sheet
Investec Money Market FundMoney Market7.61%6.54%6.05%6.75%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.84%7.42%6.67%7.07%Fund Fact Sheet
Allan Gray Bond FundVariable Term15.31%9.54%8.42%9.80%Fund Fact Sheet
STANLIB Bond FundVariable Term16.66%9.60%7.93%10.10%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-1.72%1.35%8.52%13.94%Fund Fact Sheet
Investec Property Equity FundGeneral-2.27%1.33%8.34%13.46%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-8.28%-0.02%7.48%13.79%Fund Fact Sheet
STANLIB Property Income FundGeneral-15.96%-3.02%5.43%12.77%Fund Fact Sheet