Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 January 2019

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral-7.73%5.47%7.43%12.04%Fund Fact Sheet
Foord Equity FundGeneral-10.24%-0.52%2.89%13.08%Fund Fact Sheet
Investec Equity FundGeneral-5.77%4.06%7.68%12.32%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-11.82%1.49%4.91%11.13%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral-7.45%4.41%5.58%12.47%Fund Fact Sheet
PSG Equity FundGeneral-7.11%10.64%6.36%15.68%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible-6.54%1.03%5.84%16.02%Fund Fact Sheet
PSG Flexible FundFlexible-2.27%8.97%8.04%15.09%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity-3.65%4.68%6.79%10.53%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity-4.32%4.19%5.41%11.71%Fund Fact Sheet
Foord Balanced FundHigh Equity-3.68%1.90%4.64%10.78%Fund Fact Sheet
Investec Managed FundHigh Equity-2.55%3.52%7.24%10.92%Fund Fact Sheet
Prudential Balanced FundHigh Equity-2.00%5.13%7.00%11.73%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity2.05%0.70%5.26%Fund Fact Sheet
REZCO Value Trend FundHigh Equity1.94%1.29%5.21%11.36%Fund Fact Sheet
Investec Diversified Income FundIncome8.88%7.89%8.15%Fund Fact Sheet
Allan Gray Optimal FundLow Equity10.07%6.48%8.08%6.29%Fund Fact Sheet
Allan Gray Stable FundLow Equity1.89%5.92%7.31%8.24%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity1.20%3.02%5.50%9.05%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity-1.74%3.60%6.50%10.04%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.76%7.81%7.22%6.88%Fund Fact Sheet
Investec Money Market FundMoney Market8.09%7.77%7.11%6.76%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.49%7.67%7.07%6.70%Fund Fact Sheet
Allan Gray Bond FundVariable Term10.28%11.52%9.76%9.04%Fund Fact Sheet
STANLIB Bond FundVariable Term8.59%11.22%9.34%8.69%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-7.90%3.31%8.94%13.48%Fund Fact Sheet
Investec Property Equity FundGeneral-10.50%1.27%8.92%12.38%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-10.13%1.91%9.11%13.03%Fund Fact Sheet
STANLIB Property Income FundGeneral-13.68%1.01%7.79%12.36%Fund Fact Sheet