Page 339 - Profile's Unit Trusts & Collective Investments - September 2025

Statistics Top performers – Offshore

Top performers to 31 July 2025 Top performers to 31 July 2025
(based on a lump sum investment in rand terms) (based on a lump sum investment US $ terms)
One Year (NAV) % One Year (NAV) %
Schroder International Selection Fund Global Gold 52.36 Schroder International Selection Fund Global Gold 52.4
Coronation Global Equity Select Fund 46.25 Coronation Global Equity Select Fund 46.29
High Street Wealth Warriors Fund (USD) - A 44.01 High Street Wealth Warriors Fund (USD) - A 44.05
iShares China Large Cap UCITS ETF 43.82 iShares China Large Cap UCITS ETF 43.86
Allan Gray Africa ex SA Equity (USD) - C 42.59 Allan Gray Africa ex SA Equity (USD) - C 42.63
Two Years (NAV) % Two Years (NAV) %
Schroder International Selection Fund Global Gold 42.05 Schroder International Selection Fund Global Gold 40.68
High Street Wealth Warriors Fund (USD) - A 34.01 High Street Wealth Warriors Fund (USD) - A 32.72
Sands Capital Technology Innovators Fund (USD) - A 32.19 Sands Capital Technology Innovators Fund (USD) - A 30.91
Artisan Global Equity Fund 29.11 Artisan Global Equity Fund 27.86
Denker Global Financial Fund 28.8 Denker Global Financial Fund 27.55
Three Years (NAV) % Three Years (NAV) %
Schroder International Selection Fund Global Gold 38.33 Schroder International Selection Fund Global Gold 34.17
High Street Wealth Warriors Fund (USD) - A 35.07 High Street Wealth Warriors Fund (USD) - A 31.02
Orbis SICAV Japan Equity Fund (Euro Class) 32.71 Orbis SICAV Japan Equity Fund (Euro Class) 28.76
Remo Thematic Growth Fund 31.43 Remo Thematic Growth Fund 27.48
Ranmore Global Equity Fund 31.11 Ranmore Global Equity Fund 27.17
Four Years (NAV) % Four Years (NAV) %
Ranmore Global Equity Fund 26.41 Ranmore Global Equity Fund 19.61
Orbis SICAV International Equity Fund 24.75 Orbis SICAV International Equity Fund 18.04
Orbis SICAV Japan Equity Fund (Euro Class) 24.67 Orbis SICAV Japan Equity Fund (Euro Class) 17.97
Schroder International Selection Fund Global Gold 21.96 Schroder International Selection Fund Global Gold 15.4
Allan Gray Frontier Markets Equity Fund 21.51 Allan Gray Frontier Markets Equity Fund 14.97
Five Years (NAV) % Five Years (NAV) %
Contrarius Global Equity Fund - Institutional Class 31.35 Contrarius Global Equity Fund - Institutional Class 29.7
Contrarius Global Equity Fund (GBP) - Fixed Fee Class 29.89 Contrarius Global Equity Fund (GBP) - Fixed Fee Class 28.25
Contrarius Global Equity Fund - Investor Class 29.4 Contrarius Global Equity Fund - Investor Class 27.78
Contrarius Global Balanced Fund - Performance Fee Class 26.91 Contrarius Global Balanced Fund - Performance Fee Class 25.32
Contrarius Global Balanced Fund (GBP) - Fixed Fee Class 26.41 Contrarius Global Balanced Fund (GBP) - Fixed Fee Class 24.83
Seven Years (NAV) % Seven Years (NAV) %
Franklin Technology Fund 22.06 Franklin Technology Fund 16.65
Schroder International Selection Fund Global Gold 21.87 Schroder International Selection Fund Global Gold 16.47
iShares Core S&P 500 UCITS ETF 19.09 iShares Core S&P 500 UCITS ETF 13.81
T Rowe Price US Blue Chip Equity Fund 18.93 T Rowe Price US Blue Chip Equity Fund 13.66
Ninety One GSF Global Gold Fund A Acc 18.65 Ninety One GSF Global Gold Fund A Acc 13.39
Ten Years (NAV) % Ten Years (NAV) %
Franklin Technology Fund 21.73 Franklin Technology Fund 17.43
Ninety One GSF Global Gold Fund A Acc 18.39 Ninety One GSF Global Gold Fund A Acc 14.2
T Rowe Price US Blue Chip Equity Fund 17.96 T Rowe Price US Blue Chip Equity Fund 13.8
T Rowe Price Global Technology Equity Fund 17.95 T Rowe Price Global Technology Equity Fund 13.78
Guinness Global Innovators Fund 17.29 Guinness Global Innovators Fund 13.14
Fifteen Years (NAV) % Fifteen Years (NAV) %
Franklin Technology Fund 23.65 Franklin Technology Fund 16.37
Franklin US Opportunities Fund 19.8 Franklin US Opportunities Fund 12.74
T Rowe Price US Equity Fund 19.72 T Rowe Price US Equity Fund 12.66
VAM US Micro Cap Growth Fund B 19.09 VAM US Micro Cap Growth Fund B 12.07
VAM US Micro Cap Growth Fund A 19.05 VAM US Micro Cap Growth Fund A 12.03
Twenty Years (NAV) % Twenty Years (NAV) %
Franklin Technology Fund 19.24 Franklin Technology Fund 13.33
Franklin US Opportunities Fund 15.91 Franklin US Opportunities Fund 10.16
VAM US Micro Cap Growth Fund B 15.85 VAM US Micro Cap Growth Fund B 10.1
Orbis Global Equity Fund 14.42 Orbis Global Equity Fund 8.75
Schroder International Selection Fund Global Equity 14.13 Schroder International Selection Fund Global Equity 8.47
Twenty-Five Years (NAV) % Twenty-Five Years (NAV) %
Orbis Global Equity Fund 14.59 Orbis Global Equity Fund 10.26
Ninety One GSF Global Gold Fund A Acc 13.27 Ninety One GSF Global Gold Fund A Acc 9
Franklin Technology Fund 11.22 Franklin Technology Fund 7.03
Orbis SICAV Japan Equity Fund (Yen Class) 11.04 Orbis SICAV Japan Equity Fund (Yen Class) 6.85
Templeton Asian Growth Fund 10.99 Templeton Asian Growth Fund 6.81
Thirty Years (NAV) % Thirty Years (NAV) %
Orbis Global Equity Fund 17.13 Orbis Global Equity Fund 10.99
Sarasin Thematic Global Equity Fund 12.84 Sarasin Thematic Global Equity Fund 6.93
Sarasin IE Multi Asset - Dynamic (USD) 11.35 Sarasin IE Multi Asset - Dynamic (USD) 5.51
Ninety One GSF Global Strategic Managed Fund A Acc 11.08 Ninety One GSF Global Strategic Managed Fund A Acc 5.26
Templeton Global Climate Change Fund 10.84 Templeton Global Climate Change Fund 5.04

In calculating performance figures, no upfront costs are taken into account (NAV). Annual service charges are deducted in all calculations.
Dividends are reinvested on the reinvestment date at the reinvestment price. Figures shown for lump sum investments are nominal annual compound returns.

Profile’s Unit Trusts & Collective Investments September 2025 337