Page 242 - Profile's Unit Trusts & Collective Investments - March 2025

Domestic Unit Trusts Performance Figures Statistics

Top Performers to 31 January 2025 Top Performers to 31 January 2025
(BASED ON A LUMP SUM INVESTMENT IN RAND TERMS) (BASED ON A LEVEL MONTHLY INVESTMENT IN RAND TERMS)
One Year (NAV) % One Year (NAV) %
1NVEST Swix 40 ETF 83.92 1NVEST Swix 40 ETF 79.00
SaltLight Worldwide Flexible FR Fund 72.00 SaltLight Worldwide Flexible FR Fund 60.57
Curate Momentum Global Sustainable Equity Feeder Fund 47.93 Long Beach Worldwide Flexible Prescient Fund 43.91
Raven BCI Worldwide Flexible Fund 46.01 RCI BCI Worldwide Flexible Growth Fund 40.91
Glacier Long Term Global Feeder Fund 44.11 Glacier Long Term Global Feeder Fund 39.49
Two Years (NAV) % Two Years (NAV) %
Raven BCI Worldwide Flexible Fund 57.69 1NVEST Swix 40 ETF 47.94
Sygnia FANG.AI Equity Fund 56.38 SaltLight Worldwide Flexible FR Fund 46.60
1NVEST S&P 500 Info Tech Index Feeder ETF 43.60 Raven BCI Worldwide Flexible Fund 42.43
SaltLight Worldwide Flexible FR Fund 43.32 Sygnia FANG.AI Equity Fund 39.00
1NVEST S&P 500 Info Tech Index Feeder Fund 43.18 Long Beach Worldwide Flexible Prescient Fund 35.93
Three Years (NAV) % Three Years (NAV) %
Sygnia FANG.AI Equity Fund 32.18 Sygnia FANG.AI Equity Fund 38.93
Old Mutual Gold Fund 26.84 Raven BCI Worldwide Flexible Fund 36.49
Raven BCI Worldwide Flexible Fund 26.58 1NVEST Swix 40 ETF 35.23
1NVEST S&P 500 Info Tech Index Feeder ETF 26.27 SaltLight Worldwide Flexible FR Fund 35.21
1NVEST S&P 500 Info Tech Index Feeder Fund 26.10 Long Beach Worldwide Flexible Prescient Fund 31.80
Four Years (NAV) % Four Years (NAV) %
Blue Quadrant Worldwide Flexible Prescient Fund 43.20 Sygnia FANG.AI Equity Fund 30.49
1NVEST S&P 500 Info Tech Index Feeder ETF 25.32 1NVEST Swix 40 ETF 28.25
1NVEST S&P 500 Info Tech Index Feeder Fund 25.09 Raven BCI Worldwide Flexible Fund 27.05
BCI Ranmore Global Value Equity Feeder Fund 22.32 1NVEST S&P 500 Info Tech Index Feeder ETF 26.15
Sygnia FANG.AI Equity Fund 21.89 1NVEST S&P 500 Info Tech Index Feeder Fund 25.93
Five Years (NAV) % Five Years (NAV) %
Blue Quadrant Worldwide Flexible Prescient Fund 39.73 Blue Quadrant Worldwide Flexible Prescient Fund 32.74
Sygnia FANG.AI Equity Fund 28.96 Sygnia FANG.AI Equity Fund 27.34
1NVEST S&P 500 Info Tech Index Feeder ETF 27.59 1NVEST Swix 40 ETF 25.12
1NVEST S&P 500 Info Tech Index Feeder Fund 27.23 1NVEST S&P 500 Info Tech Index Feeder ETF 24.76
Satrix Nasdaq 100 ETF 24.58 1NVEST S&P 500 Info Tech Index Feeder Fund 24.54
Seven Years (NAV) % Seven Years (NAV) %
Blue Quadrant Worldwide Flexible Prescient Fund 23.87 Blue Quadrant Worldwide Flexible Prescient Fund 27.96
Old Mutual Gold Fund 23.34 Raven BCI Worldwide Flexible Fund 22.85
Raven BCI Worldwide Flexible Fund 22.26 Old Mutual Gold Fund 21.63
Sygnia Itrix S&P 500 ETF 20.41 1NVEST Swix 40 ETF 19.57
Satrix S&P 500 Feeder ETF 20.40 Satrix S&P 500 Feeder ETF 19.02
Ten Years (NAV) % Ten Years (NAV) %
Blue Quadrant Worldwide Flexible Prescient Fund 18.86 Blue Quadrant Worldwide Flexible Prescient Fund 21.87
Sygnia Itrix MSCI USA Index ETF 18.09 Old Mutual Gold Fund 17.89
Coronation Resources Fund 16.95 Coronation Resources Fund 17.80
Sygnia Itrix MSCI World Index ETF 15.57 Sygnia Itrix MSCI USA Index ETF 17.13
BlueAlpha BCI Global Equity Fund 15.39 1NVEST Swix 40 ETF 15.01
Fifteen Years (NAV) % Fifteen Years (NAV) %
Sygnia Itrix MSCI USA Index ETF 20.35 Sygnia Itrix MSCI USA Index ETF 18.51
Old Mutual Global Equity Fund 18.18 Old Mutual Global Equity Fund 16.31
Sygnia Itrix MSCI World Index ETF 17.15 Sygnia Itrix MSCI World Index ETF 15.96
STANLIB Global Equity Feeder Fund 15.70 STANLIB Global Equity Feeder Fund 14.76
Allan Gray-Orbis Global Equity Feeder Fund 15.37 Allan Gray-Orbis Global Equity Feeder Fund 14.43
Twenty Years (NAV) % Twenty Years (NAV) %
Centaur BCI Flexible Fund 15.51 Old Mutual Global Equity Fund 14.62
Satrix Capped INDI ETF 15.36 STANLIB Global Equity Feeder Fund 13.22
Coronation Resources Fund 15.17 Centaur BCI Flexible Fund 13.20
Old Mutual Global Equity Fund 14.63 AF Investments Global Equity Feeder Fund 12.80
Coronation Industrial Fund 14.56 Nedgroup Investments Global Equity Feeder Fund 12.74
Twenty-Five Years (NAV) % Twenty-Five Years (NAV) %
Coronation Resources Fund 16.92 Coronation Resources Fund 14.32
Ninety One Value Fund 16.40 Coronation Industrial Fund 14.32
Ninety One Commodity Fund 16.00 Ninety One Value Fund 14.06
Nedgroup Investments Mining & Resource Fund 15.06 Old Mutual Global Equity Fund 13.81
Allan Gray Equity Fund 14.94 M&G Equity Fund 13.45
Thirty Years (NAV) % Thirty Years (NAV) %
Ninety One Commodity Fund 16.64 Ninety One Commodity Fund 15.40
Nedgroup Investments Mining & Resource Fund 16.61 Nedgroup Investments Mining & Resource Fund 14.85
Ninety One Equity Fund 14.44 Ninety One Equity Fund 12.92
Ninety One Managed Fund 12.92 Sanlam Investment Management General Equity Fund 11.96
Sanlam Investment Management General Equity Fund 12.77 Ninety One Managed Fund 11.42

In calculating lump sum performance figures the initial charges are not deducted (NAV basis). In calculating annuity performance figures, Profile's Maximum Entry Value (MEV) is used as the buy price, which takes
maximum initial costs into account (After Costs basis). Annual service charges are deducted in all calculations. Dividends are reinvested on the reinvestment date at the reinvestment price.
Figures shown are nominal annual compound returns. RNK means ranking. The investment returns quoted for funds with multiple classes of units (ie, A and R units) reflect the return for the class of unit available
to new investors at the start of the relevant period. Funds with more than one retail class are marked with an asterisk.
240 Profile’s Unit Trusts & Collective Investments — DOMESTIC