Page 187 - Profile's Unit Trusts & Collective Investments - March 2025

Statistics Domestic Unit Trusts Performance Figures

TABLE 1: LUMP SUM PERFORMANCE FIGURES TO 31 JANUARY 2025 (IN RAND TERMS)
1 Yr (NAV) 2 Yrs (NAV) 3 Yrs (NAV) 5 Yrs (NAV) 7 Yrs (NAV) 10 Yrs (NAV) 20 Yrs (NAV)
Domestic Funds (1568) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%)
Glacier Long Term Global Feeder Fund 2 44.11
Gryphon Global Equity Fund 64 16.93 42 20.31 23 15.63 17 15.30 15 15.38 11 13.70
Instit BCI Global Equity Fund 14 22.56 27 22.12 24 15.60 29 13.85
Interactive Global Equity Prescient Fund of Funds 88 14.35
Investec BCI Global Leaders Equity Feeder Fund 113 9.16 76 15.92 87 9.13
Investec BCI Global Sustainable Equity Feeder Fund 125 6.85 105 10.02 90 8.03
Investec BCI World Axis Global Equity Feeder Fund 98 13.07 89 14.01
Kruger International Equity Feeder Fund 70 16.33 99 12.80
Laurium Global Equity Prescient Fund 72 16.08 78 15.61 63 11.97
M&G Global Equity Feeder Fund 19 21.33 29 22.01 6 18.51 11 16.10 18 14.73 9 13.86 7 12.16
M&G Global Listed Infrastructure Feeder Fund 133 0.53
M1 Capital Global Equity Prescient Fund 118 8.02 97 13.00 85 9.31 50 11.62 34 12.56
Marriott First World Equity Feeder Fund 122 7.72 106 9.96 88 8.50 61 9.04 42 10.83 29 9.70
Mazi BCI Global Equity Feeder Fund 20 21.28 4 27.92 3 20.83
Melville Douglas STANLIB Global Equity Feeder Fund 82 15.25 48 19.89 50 13.61 36 13.14 17 14.73
Mentenova Global Equity Prescient Fund of Funds 35 20.06 49 19.70
Merchant West SCI Global Equity Feeder Fund 61 17.38 36 21.57 9 17.45 37 13.05 38 12.13
MI-PLAN IP Global AI Opportunity Fund 38 19.76 6 26.22 5 18.51 10 16.44
MI-PLAN IP Sarasin Equisar Feeder Fund 78 15.68 93 13.91 32 15.01 39 12.82 25 13.65 17 12.61
Momentum Global Growth Feeder Fund 97 13.33 94 13.62 77 10.34 59 10.29 44 10.74 26 10.82 10 11.78
Nedgroup Investments Core World Index Feeder Fund 46 18.75
Nedgroup Investments Global EM Equity Feeder Fund 117 8.37 120 4.08 102 2.01 69 5.23
Nedgroup Investments Global Equity Feeder Fund 91 13.93 56 19.35 59 12.86 42 12.19 21 14.46 10 13.75 6 12.77
Ninety One Global Environment Feeder Fund 111 9.75 121 3.78
Ninety One Global Franchise Feeder Fund 121 7.77 92 13.98 73 10.87 52 11.27 19 14.56 13 13.52 4 12.93
Ninety One Global Strategic Equity Feeder Fund 49 18.28 53 19.48 65 11.83 32 13.37 33 12.56 21 11.48 8 12.11
Oasis Crescent International Feeder Fund 123 7.05 110 9.37 93 7.10 63 8.92 47 10.24 32 8.79 12 10.60
Old Mutual FTSE RAFI All World Index Feeder Fund 87 14.35 80 15.51 52 13.54 30 13.58 30 12.67 19 12.06
Old Mutual Global Equity Fund 23 20.99 11 24.09 8 17.78 8 16.64 13 15.44 5 14.85 1 14.63
Old Mutual Global ESG Equity Feeder Fund 85 14.38
Old Mutual Global Islamic Equity Feeder Fund 99 12.56 37 21.42
Old Mutual Global Managed Alpha Equity Feeder Fund 75 15.78
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund 65 16.90 116 6.87 100 3.52 68 5.87
Old Mutual MSCI World ESG Index Feeder Fund 80 15.33 26 22.19 25 15.43 16 15.47
Peregrine Capital Global Equity Prescient Feeder Fund 13 24.09 34 21.73 7 18.42
PortfolioMetrix BCI Global Equity Fund of Funds 26 20.81 39 20.62 29 15.19 27 13.99 24 13.80 12 13.55
PortfolioMetrix BCI Sustainable World Equity Fund of Funds 124 6.98 104 10.30 92 7.56
PPS Global Equity Feeder Fund 43 19.10 30 21.90 42 14.26
Prescient Core Global Equity Feeder Fund 33 20.21 17 23.44 21 15.96 12 16.07
Prescient Foord Global Equity Feeder Fund 34 20.12 107 9.78
Prescient Sigma Select Global Leaders Feeder Fund 63 17.22 68 17.48 56 13.18 43 12.17
Prime Iza Global Equity Feeder Fund 109 10.50 85 14.42 95 5.85
Prime MI Thornbridge Global Opportunities Feeder Fund 42 19.33
PSG Global Equity Feeder Fund 134 (1.91) 122 3.24 74 10.81 38 13.01 48 10.16 27 10.00
PSG Wealth Global Creator Feeder Fund 86 14.36 55 19.37 46 14.10 26 14.01 10 15.80 4 14.88
Sanlam Global Emerging Markets Feeder Fund 130 2.65 119 4.73 99 3.86 70 4.41 52 2.92
Sanlam Global Equity Fund 90 14.19 75 16.10 60 12.38 60 10.11 45 10.54 31 9.25 14 9.47
Sanlam Private Wealth Global High Quality Feeder Fund 79 15.49 70 17.29 48 13.99 53 11.15 31 12.62
Sanlam Schroder Global Core Equity Feeder Fund 53 17.99 16 23.46 11 17.13 4 17.12 5 16.73
Sanlam Schroder Global Value Feeder Fund 116 8.99 103 10.70 75 10.71 55 11.04 50 9.57 25 10.85 13 10.48
Sasfin BCI Global Equity Feeder Fund 95 13.67 50 19.65 43 14.25 44 11.92 32 12.59
Satrix Healthcare Innovation Feeder ETF 110 10.40 117 6.61
Satrix MSCI EM ESG Enhanced Feeder ETF 76 15.70 113 8.23 98 4.32
Satrix MSCI Emerging Markets Feeder ETF 96 13.49 109 9.51 94 6.05 66 8.47 51 7.40
Satrix MSCI World ESG Enhanced Feeder ETF 29 20.61 31 21.89 28 15.22
Satrix MSCI World Feeder ETF 16 21.71 20 23.23 14 16.75 5 16.97 3 17.25
Satrix MSCI World Index Fund 24 20.95 21 23.01 15 16.61 13 15.76 6 16.28 6 14.76
Satrix Smart City Infrastructure Feeder ETF 74 15.82 73 16.33
Seed Global Equity Prescient Feeder Fund 71 16.32 61 18.80
Select BCI Enhanced Core Global Equity Fund of Funds 56 17.78 54 19.40 41 14.30
Select BCI Global Equity Fund 108 10.62 95 13.46 79 10.19

Profile’s Unit Trusts & Collective Investments — DOMESTIC 185