Page 215 - Profile's Unit Trusts & Collective Investments - March 2025

Statistics Domestic Unit Trusts Performance Figures

TABLE 2: ANNUITY 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 1 39.49
Gryphon Global Equity Fund 54 17.41 51 17.46 42 17.67 16 15.35 11 15.03 10 13.61
Instit BCI Global Equity Fund 17 23.56 21 20.52 18 19.92 25 14.55
Interactive Global Equity Prescient Fund of Funds 107 12.04
Investec BCI Global Leaders Equity Feeder Fund 109 11.64 94 13.00 75 13.84
Investec BCI Global Sustainable Equity Feeder Fund 123 5.51 113 7.44 92 9.90
Investec BCI World Axis Global Equity Feeder Fund 78 15.52 81 14.35
Kruger International Equity Feeder Fund 73 16.07 85 13.64
Laurium Global Equity Prescient Fund 68 16.32 72 15.18 65 15.26
M&G Global Equity Feeder Fund 13 25.04 14 21.35 10 20.35 11 16.35 8 15.45 8 13.80 7 12.54
M&G Global Listed Infrastructure Feeder Fund 132 (3.91)
M1 Capital Global Equity Prescient Fund 101 12.58 103 11.62 88 12.26 60 10.19 41 11.26
Marriott First World Equity Feeder Fund 100 12.65 107 9.31 90 10.08 64 9.05 49 9.67 31 8.99
Mazi BCI Global Equity Feeder Fund 15 24.86 7 23.68 2 24.46
Melville Douglas STANLIB Global Equity Feeder Fund 63 16.74 60 16.82 47 17.30 37 13.35 25 13.56
Mentenova Global Equity Prescient Fund of Funds 53 17.49 46 17.88
Merchant West SCI Global Equity Feeder Fund 38 19.18 34 19.38 20 19.67 7 16.79 19 14.02
MI-PLAN IP Global AI Opportunity Fund 41 18.99 13 21.46 7 21.52 8 16.72
MI-PLAN IP Sarasin Equisar Feeder Fund 62 16.93 76 14.93 69 14.65 40 12.90 30 13.12 16 12.25
Momentum Global Growth Feeder Fund 96 13.25 91 13.18 79 13.51 54 10.99 46 10.74 24 10.21 11 11.06
Nedgroup Investments Core World Index Feeder Fund 28 20.06
Nedgroup Investments Global EM Equity Feeder Fund 129 3.82 116 5.78 101 6.44 70 3.55
Nedgroup Investments Global Equity Feeder Fund 52 17.96 63 16.54 56 16.25 41 12.84 29 13.15 14 12.57 4 12.74
Ninety One Global Environment Feeder Fund 128 4.78 120 4.19
Ninety One Global Franchise Feeder Fund 98 12.74 98 12.30 82 13.22 56 10.95 37 12.12 19 12.01 8 12.53
Ninety One Global Strategic Equity Feeder Fund 86 14.63 67 16.01 53 16.63 38 13.16 32 12.80 21 11.53 10 11.62
Oasis Crescent International Feeder Fund 125 5.28 114 7.22 96 8.56 65 8.11 50 9.03 32 8.42 13 9.82
Old Mutual FTSE RAFI All World Index Feeder Fund 90 14.38 77 14.89 63 15.46 27 14.34 28 13.41 18 12.03
Old Mutual Global Equity Fund 23 21.61 10 21.75 9 20.96 3 17.23 6 16.03 3 14.47 1 14.62
Old Mutual Global ESG Equity Feeder Fund 112 11.20
Old Mutual Global Islamic Equity Feeder Fund 97 12.97 62 16.69
Old Mutual Global Managed Alpha Equity Feeder Fund 72 16.07
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund 102 12.45 104 10.48 94 9.70 68 5.32
Old Mutual MSCI World ESG Index Feeder Fund 84 15.03 44 18.06 37 18.51 15 15.55
Peregrine Capital Global Equity Prescient Feeder Fund 10 25.89 12 21.48 11 20.25
PortfolioMetrix BCI Global Equity Fund of Funds 20 22.33 31 19.74 31 18.80 21 14.80 18 14.02 11 12.95
PortfolioMetrix BCI Sustainable World Equity Fund of Funds 124 5.44 112 8.40 93 9.89
PPS Global Equity Feeder Fund 42 18.92 36 18.89 34 18.61
Prescient Core Global Equity Feeder Fund 34 19.72 18 20.64 15 20.03 12 16.21
Prescient Foord Global Equity Feeder Fund 48 18.52 92 13.13
Prescient Sigma Select Global Leaders Feeder Fund 49 18.48 58 16.98 51 16.93 43 12.56
Prime Iza Global Equity Feeder Fund 117 10.03 97 12.63 87 12.31
Prime MI Thornbridge Global Opportunities Feeder Fund 51 18.15
PSG Global Equity Feeder Fund 133 (4.53) 123 (0.04) 103 6.00 50 11.71 45 11.05 27 9.95
PSG Wealth Global Creator Feeder Fund 76 15.89 59 16.90 49 17.24 34 13.69 15 14.33 7 13.81
Sanlam Global Emerging Markets Feeder Fund 127 4.78 118 5.09 98 7.56 69 4.55 52 5.12
Sanlam Global Equity Fund 47 18.65 75 15.08 67 15.05 49 11.86 42 11.25 28 9.91 14 9.69
Sanlam Private Wealth Global High Quality Feeder Fund 29 19.93 65 16.44 55 16.26 42 12.74 36 12.25
Sanlam Schroder Global Core Equity Feeder Fund 50 18.23 29 19.75 23 19.63 4 17.04 3 16.54
Sanlam Schroder Global Value Feeder Fund 116 10.10 105 9.77 86 12.36 44 12.52 44 11.22 26 10.10 12 10.67
Sasfin BCI Global Equity Feeder Fund 87 14.62 66 16.29 52 16.73 39 13.13 34 12.60
Satrix Healthcare Innovation Feeder ETF 104 12.25 110 9.04
Satrix MSCI EM ESG Enhanced Feeder ETF 115 10.47 106 9.54 95 9.37
Satrix MSCI Emerging Markets Feeder ETF 119 7.55 108 9.18 91 9.95 66 7.26 51 7.77
Satrix MSCI World ESG Enhanced Feeder ETF 43 18.89 33 19.39 30 19.14
Satrix MSCI World Feeder ETF 32 19.78 24 20.34 12 20.15 5 16.93 2 16.60
Satrix MSCI World Index Fund 37 19.28 32 19.72 25 19.49 13 16.09 7 15.77 4 14.44
Satrix Smart City Infrastructure Feeder ETF 95 13.33 83 14.08
Seed Global Equity Prescient Feeder Fund 57 17.22 55 17.24
Select BCI Enhanced Core Global Equity Fund of Funds 77 15.70 53 17.35 48 17.26
Select BCI Global Equity Fund 65 16.55 87 13.42 76 13.81

Profile’s Unit Trusts & Collective Investments — DOMESTIC 213