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10X Defensive Fund | South African–Multi Asset–Low Equity
Reg Compliant
130.5919    -0.3218    (-0.246%)
NAV price (ZAR) Thu 10 Sep 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 173 Rand-denominated South African--Multi Asset--Low Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Multi Asset--Low Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Mar 2019
Fund Size (ZAR) 2 126 689 953
Latest Price 130.59
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.63%
Minimum InvestmentR1 000
TTM Distribution Yield 5.05%
Fund Objective
The 10X Low Equity Index Fund shall be a low equity portfolio. The primary investment objective of the 10X Low Equity Index Fund is to track as closely as possible, the performance of the 10X Low Equity Index, a published multi-asset low equity composite index that is diversified across a number of constituent indices, and calculated and published daily by a recognised index compiler. The 10X Low Equity Index Fund in tracking the 10X Low Equity Index shall provide a steady level of income and long term capital growth while seeking to preserve capital through a spectrum of investments in the equity, bond, money and property markets....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities13.48%  
 Foreign Equities10.09%  
 SA Bonds41.77%  
 Foreign Bonds13.13%  
 SA Property2.73%  
 Foreign Property2.73%  
 SA Cash13.05%  
 Foreign Cash3.03%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
10X60D 2 077 745 342.2416.32%
10XDE 3 110 945 336.7916.06%
FOREIGNBO 0 240.2811.46%
10XGBD 1 635 109 182.388.70%
10XMMD 158 215 545 159.127.59%
FOREIGNEQ 0 74.183.54%
10XILD 707 217 72.683.47%
GLODIV 3 182 523 64.453.07%
R202 17 390 000 52.242.49%
ISGLBREITETF 114 846 51.982.48%
Totals  1 576.3475.16%
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10 Sep130.59-0.32-0.25% 
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11 Sep1.000.000.00% 
10 Sep43.99+0.36+0.83% 
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