Page 191 - Profile's Unit Trusts & Collective Investments - March 2026

Statistics Domestic unit trusts performance figures

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 (%)
Discovery Global Equity Feeder Fund 67 3.24 24 13.74 34 15.29 33 12.42 18 15.73 12 11.51
Discovery Global Value Equity Feeder Fund 29 10.42 83 9.11 54 13.73 9 14.88 50 12.22 21 10.59
Dynasty Ci Global Accumulator Feeder Fund 137 (5.21) 120 3.09 106 8.58 72 7.69
EasyETFs AI World Actively Managed ETF 16 19.07
EasyETFs Global Equity Actively Managed ETF 5 25.46
Element SCI Global Equity Fund 58 4.10 97 7.89 83 11.72 50 9.77 55 11.67 30 9.43
Element SCI Islamic Global Equity Fund 36 8.94 38 12.07 77 12.29 45 10.87 47 12.59 38 7.81
Fairtree Global Emerging Markets Prescient Fund 11 20.89 7 19.22 29 15.75 59 8.96
Fairtree Global Equity Prescient Feeder Fund 95 1.43 88 8.86 67 13.18 22 13.39
Flagship BCI Global Icon Feeder Fund 114 (0.72) 92 8.61 112 7.68 96 (1.35)
FNB Global 1200 Equity Fund of Funds ETF 57 4.22 34 12.34 28 15.78 17 14.01
FNB Global Equity Fund 115 (0.87) 87 8.88 69 12.82
FNB MSCI EM Feeder ETF 9 21.35
FNB MSCI World Feeder ETF 75 2.69
Foord Global Equity Feeder Fund 66 3.31 53 11.52 113 7.52 83 6.09 52 11.97 32 9.01
Glacier Global Stock Feeder Fund 56 4.39 96 7.92 91 10.90 28 13.01 34 14.10
Glacier Long Term Global Growth Feeder Fund 154 (11.77) 32 12.76
Gryphon Global Equity Fund 80 2.42 78 9.44 48 14.03 27 13.03 21 15.23 15 11.40
Instit BCI Global Equity Fund 125 (2.50) 79 9.32 65 13.29 58 9.05
Interactive Global Equity Prescient Fund of Funds 94 1.47 102 7.72
Investec BCI Global Leaders Equity Feeder Fund 147 (8.85) 134 (0.25) 116 7.00 82 6.21
Investec BCI Global Sustainable Equity Feeder Fund 113 (0.64) 122 3.04 119 6.35
Investec BCI World Axis Global Equity Feeder Fund 37 8.67 63 10.84 79 12.20
Kruger International Equity Feeder Fund 146 (8.77) 123 3.02 124 5.09
Laurium Global Active Equity Prescient Feeder Fund 41 7.81
Laurium Global Equity Prescient Fund 77 2.53 84 9.09 89 11.07 70 8.00
Lodestar Core Equity 27four Fund 1 38.15 2 26.93 16 16.77
M&G Global Equity Feeder Fund 116 (1.16) 75 9.51 53 13.74 39 11.71 28 14.64 16 11.40 7 11.22
M&G Global Listed Infrastructure Feeder Fund 62 3.66 128 2.08
M1 Capital Global Equity Prescient Fund 155 (12.51) 142 (2.79) 125 3.76 87 4.89 65 10.48
Marriott First World Equity Feeder Fund 132 (3.78) 129 1.81 123 5.17 79 6.83 67 9.80 40 6.03
Mazi BCI Global Equity Feeder Fund 134 (4.48) 104 7.63 24 16.05
Melville Douglas STANLIB Global Equity Feeder Fund 148 (8.92) 126 2.46 102 9.40 71 7.75 49 12.37
Mentenova Global Equity Prescient Fund of Funds 69 3.07 59 11.24 51 13.88
Merchant West SCI Global Equity Feeder Fund 131 (3.26) 109 6.56 73 12.66 18 13.97 58 11.38
MI-PLAN BCI Global AI Opportunity Fund 100 0.97 71 9.97 13 17.17 31 12.57 15 16.17
MI-Plan BCI Sarasin IE Global Equity Opportunities Fder Fund 160 (15.37) 135 (1.06) 127 3.17 78 6.88 63 10.96 34 8.51
Momentum GF Global Equity Feeder Fund 128 (2.98) 16 15.95 18 16.31
Momentum Global Growth Feeder Fund 53 4.72 85 8.94 94 10.57 62 8.85 56 11.67 31 9.26 10 10.65
Nedgroup Investments Core World Index Feeder Fund 81 2.34 68 10.24
Nedgroup Investments Global EM Equity Feeder Fund 6 22.65 20 15.29 100 9.93 92 2.98
Nedgroup Investments Global Equity Feeder Fund 158 (14.63) 136 (1.38) 117 6.74 81 6.35 61 11.06 33 8.94 9 10.99
Ninety One Global Environment Feeder Fund 90 1.69 115 5.65 129 3.08
Ninety One Global Franchise Feeder Fund 122 (1.88) 124 2.83 109 8.43 65 8.58 46 12.83 28 9.61 5 11.62
Ninety One Global Strategic Equity Feeder Fund 40 8.01 27 13.03 32 15.52 43 10.92 35 14.09 23 10.22 6 11.39
Oasis Crescent International Feeder Fund 14 19.30 28 13.01 75 12.58 47 10.42 45 12.85 36 8.30 11 10.63
Old Mutual FTSE RAFI All World Index Feeder Fund 31 9.78 39 12.04 57 13.57 19 13.85 32 14.41 19 11.10
Old Mutual Global Equity Fund 50 5.09 31 12.76 11 17.40 12 14.35 17 16.11 4 12.72 2 13.66
Old Mutual Global ESG Equity Feeder Fund 51 4.81 76 9.49
Old Mutual Global Islamic Equity Feeder Fund 89 1.86 106 7.08 44 14.51
Old Mutual Global Managed Alpha Equity Feeder Fund 35 8.95 35 12.31
Old Mutual MSCI Emerging Markets Selection Index Feeder Fund 8 21.82 5 19.49 82 11.83 88 4.17 68 9.76
Old Mutual MSCI World Selection Index Feeder Fund 79 2.51 89 8.73 35 15.24 30 12.91 14 16.20
Old Mutual Multi-Managers World Core Equity Fund 88 1.87 80 9.30
Peregrine Capital Global Equity Prescient Feeder Fund 39 8.20 17 15.87 14 17.04
PortfolioMetrix BCI Global Equity Feeder Fund 108 (0.01) 72 9.91 63 13.31 44 10.88 40 13.50 20 10.95
PPS Global Equity Feeder Fund 101 0.96 73 9.66 45 14.48 52 9.51

Profile’s Unit Trusts & Collective Investments March 2026 189