Page 190 - Profile's Unit Trusts & Collective Investments - March 2026

Domestic unit trusts performance figures Statistics

Table 1: Lump sum performance figures to 31 January 2026 (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 (1646) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%)
Global—Equity—Africa (2)
Legacy Africa Regional Equity Prescient Fund 2 36.00 2 8.80
Mazi BCI Africa Equity Fund 1 41.37 1 18.14 1 15.20 1 10.17 1 9.81
Arithmetic Average 38.69 13.47 15.20 10.17 9.81
Median Rate of Return 38.69 13.47 15.20 10.17 9.81
Standard Deviation 2.69 4.67 0.00 0.00 0.00
Global—Equity—General (161)
10X MSCI World Index Feeder Fund 82 2.28 62 10.91 25 15.96
10X S&P 500 ETF 119 (1.77) 54 11.49 9 17.43 6 15.62 4 18.73
10X S&P Global Dividend Aristocrats ETF 127 (2.63) 121 3.05 120 6.15 61 8.91 60 11.08
10X Total World Stock Feeder ETF 52 4.73 40 12.01 40 14.68
10X Total World Stock Tracker Feeder Fund 55 4.54 44 11.88 43 14.61 35 12.36 20 15.34
1NVEST MSCI World Index Feeder ETF 68 3.22 47 11.72 19 16.29 16 14.03 9 17.06
1NVEST MSCI World Index Feeder Fund 72 3.04 52 11.56 23 16.12 20 13.84 12 16.84
1NVEST MSCI World SRI Index Feeder ETF 92 1.56 108 6.73 78 12.29
1NVEST S&P 500 Index Feeder ETF 107 0.11 37 12.07 8 17.61 5 15.71 2 19.00
1NVEST S&P 500 Index Feeder Fund 109 (0.09) 43 11.88 10 17.41 7 15.49 5 18.67
27four Global Equity Feeder Fund 87 1.92 90 8.71 52 13.74 48 10.24 43 13.12 26 9.72
27four Global Multi-Factor Equity AMETF 43 7.34
36ONE BCI Global Equity Feeder Fund 21 15.68 13 17.29 7 17.77 24 13.34
ABAX Global Equity Prescient Feeder Fund 34 9.15 55 11.44 60 13.41 55 9.19 30 14.51
Aboutir Prime Global Equity Feeder Fund 152 (11.41) 127 2.30 86 11.68 73 7.45 41 13.41 27 9.69
AF Investments Global Equity Feeder Fund 42 7.46 30 12.85 36 14.88 42 11.02 26 14.91 14 11.44 3 12.27
Allan Gray-Orbis Global Equity Feeder Fund 12 20.31 6 19.26 3 20.24 8 15.38 7 17.11 2 13.64 1 14.21
Amplify SCI Global Equity Feeder Fund 140 (5.69) 131 0.94
AnBro BCI Global Equity Fund 135 (4.69) 114 5.71 61 13.39 97 (2.77)
Anchor BCI Global Equity Feeder Fund 142 (6.90) 46 11.76 72 12.66 90 3.40 8 17.07 7 12.23
Anchor BCI Global Technology Fund 121 (1.81) 86 8.89 55 13.69 94 1.55
Aylett Global Equity Prescient Feeder Fund 26 12.43 81 9.21
BCI Artisan Global Value Feeder Fund 28 10.45
BCI Contrarius Global Equity Feeder Fund 4 25.77 4 21.60 49 13.99
BCI Credo Global Equity Feeder Fund 102 0.91 95 8.05 98 10.32 36 11.87
BCI Fundsmith Equity Feeder Fund 153 (11.64) 138 (1.70) 118 6.64 80 6.48
BCI GinsGlobal Global Equity Index Feeder Fund 98 1.14 66 10.38 27 15.86
BCI Guernsey Global Growth Feeder Fund 103 0.80 110 6.25 101 9.42 56 9.15
BCI Lindsell Train Global Equity Feeder Fund 159 (14.77) 140 (2.35) 126 3.69 91 3.08
BCI Martello Global Equity Feeder Fund 33 9.18 56 11.44 74 12.59
BCI MI Thornbridge Global Opportunities Feeder Fund 45 6.85 29 12.92
BCI Ranmore Global Value Equity Feeder Fund 18 17.50 12 17.68 2 20.25 1 21.34
BCI Sands Capital Emerging Markets Feeder Fund 46 6.30 103 7.72 114 7.31
BCI Sands Capital Global Growth Feeder Fund 156 (13.61) 130 1.79 97 10.37
BCI T.Rowe Price Global Value Equity Feeder Fund 24 12.66 21 14.61
Benguela Global Equity 27four Feeder Fund 38 8.54 65 10.41 39 14.71 37 11.73
BlueAlpha BCI Global Equity Fund 145 (8.52) 117 4.01 88 11.08 60 8.94 39 13.60 10 11.81
Brenthurst BCI Global Equity Feeder Fund 93 1.51 98 7.88 84 11.72 53 9.31
Camissa Global Equity Feeder 32 9.41 42 11.93 85 11.71 57 9.07
Camissa Islamic Global Equity Feeder Fund 17 17.85 41 11.97 99 9.98 76 7.36 69 9.65
Citadel Global Equity H4 Fund of Funds 99 1.02 91 8.62 58 13.45 41 11.03 36 13.94 17 11.19 12 10.39
Cogence Global Equity Prescient Fund Of Funds 105 0.48 105 7.53 56 13.60
Coronation Global Emerging Markets Prescient Feeder AMETF 44 7.29
Coronation Global Equity Select [ZAR] Feeder Fund 74 2.73 19 15.47 30 15.74 51 9.64 37 13.84 18 11.11
Coronation Global Equity Select Prescient Feeder AMETF 71 3.05
Coronation Global Opportunitie Equity Prescient Feeder AMETF 104 0.60
Coronation Global Opportunities Equity [ZAR] Feeder Fund 106 0.13 67 10.37 76 12.31 64 8.75 44 13.11 25 10.04 4 11.98
Curate Momentum Global Emerging Markets Equity Feeder Fund 15 19.20
Curate Momentum Global Sustainable Equity Feeder Fund 59 3.99 3 24.03 5 19.46
Denker SCI Global Equity Feeder Fund 96 1.42 93 8.42 47 14.10 32 12.54 38 13.81 24 10.19

188 Profile’s Unit Trusts & Collective Investments March 2026