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10X Defensive Fund | South African–Multi Asset–Low Equity
Reg Compliant
130.4922    -0.1060    (-0.081%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 172 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) 2 040 551 939
Latest Price 130.49
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.64%
Minimum InvestmentR1 000
TTM Distribution Yield 5.06%
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 Equities15.21%  
 Foreign Equities12.23%  
 SA Bonds47.03%  
 Foreign Bonds9.42%  
 SA Property2.67%  
 Foreign Property0.23%  
 SA Cash8.26%  
 Foreign Cash4.96%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
10X60D 2 159 013 364.2418.05%
10XDE 2 444 639 263.1513.04%
FOREIGNBO 0 198.219.82%
10XGBD 1 326 669 140.306.95%
I2033 82 939 000 115.765.74%
FOREIGNEQ 0 106.455.28%
10XILD 1 079 593 105.535.23%
10XMMD 79 946 416 80.303.98%
GLODIV 3 182 523 63.653.16%
R202 21 855 000 63.633.15%
Totals  1 501.2474.41%
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29 Apr130.49-0.11-0.08% 
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