Domestic Funds

Equity | Multi Asset | Interest Bearing | Real Estate

Performance to 31 July 2019

Fund Category: Equity

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Equity FundGeneral-6.55%1.73%3.83%11.17%Fund Fact Sheet
Foord Equity FundGeneral-7.14%-3.66%-0.34%11.24%Fund Fact Sheet
Investec Equity FundGeneral1.25%2.89%5.98%11.68%Fund Fact Sheet
Nedgroup Investments Rainmaker FundGeneral-7.98%-0.70%1.81%9.42%Fund Fact Sheet
Prudential Dividend Maximiser FundGeneral-3.27%3.70%3.88%11.20%Fund Fact Sheet
PSG Equity FundGeneral-11.87%1.43%2.11%11.82%Fund Fact Sheet

Fund Category: Multi Asset

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
36One BCI Flexible Opportunity FundFlexible-0.26%2.51%5.44%14.95%Fund Fact Sheet
PSG Flexible FundFlexible-6.25%3.22%5.54%13.19%Fund Fact Sheet
Allan Gray Balanced FundHigh Equity-2.19%3.04%5.46%10.35%Fund Fact Sheet
Coronation Balanced Plus FundHigh Equity1.63%3.88%4.91%10.95%Fund Fact Sheet
Foord Balanced FundHigh Equity-0.63%1.93%3.82%10.41%Fund Fact Sheet
Investec Managed FundHigh Equity5.09%5.64%7.78%11.21%Fund Fact Sheet
Prudential Balanced FundHigh Equity1.42%5.02%6.13%11.24%Fund Fact Sheet
REZCO Managed Plus FundHigh Equity5.23%3.70%4.69%Fund Fact Sheet
REZCO Value Trend FundHigh Equity2.06%3.61%4.48%11.46%Fund Fact Sheet
Investec Diversified Income FundIncome7.94%7.81%7.86%Fund Fact Sheet
Allan Gray Optimal FundLow Equity4.55%4.46%7.35%6.27%Fund Fact Sheet
Allan Gray Stable FundLow Equity2.38%5.82%7.24%8.34%Fund Fact Sheet
Nedgroup Investments Stable FundLow Equity3.12%3.85%5.38%9.13%Fund Fact Sheet
Prudential Inflation Plus FundLow Equity2.06%3.15%5.38%9.70%Fund Fact Sheet

Fund Category: Interest Bearing

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Allan Gray Money Market FundMoney Market7.82%7.90%7.44%6.75%Fund Fact Sheet
Investec Money Market FundMoney Market7.42%7.58%7.17%6.52%Fund Fact Sheet
STANLIB Money Market FundMoney Market7.57%7.72%7.29%6.56%Fund Fact Sheet
Allan Gray Bond FundVariable Term8.52%10.24%9.12%9.25%Fund Fact Sheet
STANLIB Bond FundVariable Term6.07%8.61%8.07%9.17%Fund Fact Sheet

Fund Category: Real Estate

Fund NameFocus1-year Performance3-year Performance5-year Performance10-year Performance 
Coronation Property Equity FundGeneral-4.04%-3.13%4.69%12.12%Fund Fact Sheet
Investec Property Equity FundGeneral-9.53%-6.23%3.43%10.45%Fund Fact Sheet
Prudential Enhanced SA Property Tracker FundGeneral-2.90%-4.89%4.58%11.62%Fund Fact Sheet
STANLIB Property Income FundGeneral-1.70%-5.89%3.45%11.00%Fund Fact Sheet