Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 30 November 2018

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral-9.49%4.07%6.95%12.28%Fund Fact Sheet
Foord Equity FundGeneral-19.57%-3.44%1.82%12.32%Fund Fact Sheet
Investec Equity FundGeneral-11.02%0.43%6.72%12.18%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-15.95%-1.66%4.28%10.81%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral-10.36%1.82%5.31%12.24%Fund Fact Sheet
PSG Equity FundGeneral-3.17%8.23%7.87%15.88%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible-9.97%-0.62%5.60%16.02%Fund Fact Sheet
PSG Flexible FundFlexible-0.13%7.98%9.11%15.14%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity-6.24%4.83%7.15%10.85%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity-7.96%2.26%5.48%11.46%Fund Fact Sheet
Foord Balanced FundHigh Equity-8.10%0.79%4.44%10.51%Fund Fact Sheet
Investec Managed FundHigh Equity-2.90%4.25%7.90%11.42%Fund Fact Sheet
Prudential Balanced FundHigh Equity-4.83%3.25%6.83%11.53%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity-4.05%-0.68%5.02%Fund Fact Sheet
REZCO Value Trend FundHigh Equity-3.46%0.07%4.97%11.21%Fund Fact Sheet
Investec Diversified Income FundIncome8.43%8.03%7.85%Fund Fact Sheet
Allan Gray Optimal FundLow Equity6.53%7.37%8.44%6.69%Fund Fact Sheet
Allan Gray Stable FundLow Equity0.23%6.88%7.80%8.47%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity-0.54%2.78%5.46%9.08%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity-4.11%2.26%6.13%9.81%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.76%7.75%7.14%6.96%Fund Fact Sheet
Investec Money Market FundMoney Market7.42%7.51%6.90%6.77%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.53%7.63%6.99%6.78%Fund Fact Sheet
Allan Gray Bond FundVariable Term13.42%9.63%8.84%9.08%Fund Fact Sheet
STANLIB Bond FundVariable Term12.27%9.00%7.91%8.84%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneralFund Fact Sheet
Investec Property Equity FundGeneral-20.14%-3.39%6.43%12.23%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-21.35%-3.26%6.17%12.72%Fund Fact Sheet
STANLIB Property Income FundGeneral-25.47%-4.46%5.05%12.07%Fund Fact Sheet