Page 192 - 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 (%)
Prescient Core Global Equity Feeder Fund 70 3.07 57 11.31 20 16.24 23 13.35
Prescient Foord Global Equity Feeder Fund 63 3.65 51 11.58 111 7.69
Prescient Omba Global Equity Feeder Fund 60 3.93
Prescient Sigma Select Global Leaders Feeder Fund 64 3.64 69 10.22 71 12.67 67 8.44
Prime Iza Global Equity Feeder Fund 124 (2.26) 119 3.92 107 8.57
PSG Global Equity Feeder Fund 3 30.36 26 13.08 87 11.59 2 17.15 31 14.44 8 11.99
PSG Wealth Global Creator Feeder Fund 117 (1.43) 111 6.17 81 11.99 49 10.10 24 15.02 11 11.70
Remo BCI Thematic Growth Feeder Fund 157 (14.15)
Sanlam Private Wealth SCI Global High Quality Feeder Fund 138 (5.25) 116 4.61 104 9.24 68 8.19 59 11.32
Sasfin BCI Global Equity Feeder Fund 151 (11.11) 132 0.52 110 8.37 75 7.38 64 10.74
Satrix Global Infrastructure Feeder ETF 112 (0.57) 113 5.84 122 5.36
Satrix MSCI ACWI Feeder ETF 54 4.59
Satrix MSCI EM ESG Enhanced Feeder ETF 7 22.39 9 19.00 70 12.76 84 5.74
Satrix MSCI Emerging Markets Feeder ETF 10 21.16 14 17.27 66 13.27 77 7.05 62 11.01
Satrix MSCI World ESG Enhanced Feeder ETF 97 1.42 64 10.60 41 14.65 29 12.98
Satrix MSCI World Feeder ETF 78 2.52 48 11.70 26 15.90 13 14.21 11 16.96
Satrix MSCI World Index Fund 86 2.06 61 11.11 31 15.59 26 13.07 16 16.15 6 12.42
Satrix MSCI World Islamic Feeder ETF 61 3.80
SCI Global Emerging Markets Feeder Fund 19 16.98 74 9.58 105 8.66 89 3.61 70 8.20
SCI Global Equity Fund 139 (5.38) 118 3.95 108 8.44 74 7.44 66 10.19 39 7.49 16 8.02
SCI Schroder Global Core Equity Feeder Fund 73 2.82 70 10.14 22 16.15 11 14.47 10 16.98 5 12.64
SCI Schroder Global Value Feeder Fund 30 9.90 77 9.44 96 10.43 34 12.38 54 11.81 29 9.59 14 10.08
Seed Global Equity Prescient Feeder Fund 130 (3.12) 112 6.15 90 10.99
Select BCI Enhanced Core Global Equity Fund of Funds 48 5.89 50 11.68 38 14.71
Select BCI Global Equity Fund 136 (4.83) 125 2.60 115 7.00
Select Manager BCI Global Equity Fund of Funds 84 2.11 99 7.81 80 12.09 63 8.80 48 12.50
SIS Global Equity Feeder Fund 65 3.48 101 7.76 93 10.85 69 8.09 42 13.26
Southern Right Capital BCI GQG EM Equity Feeder Fund 120 (1.78) 133 (0.08) 92 10.88
Southern Right Capital BCI GQG Global Equity Feeder Fund 161 (16.87) 137 (1.57) 103 9.36
STANLIB Global Equity Feeder Fund 133 (4.08) 107 6.74 42 14.63 54 9.24 27 14.71 13 11.46
STANLIB Global Select Feeder Fund 129 (3.09)
STANLIB Multi-Manager Global Equity Feeder Fund 111 (0.57) 94 8.10 68 13.10 40 11.19 23 15.04 9 11.82 8 11.03
Stonehage Fleming Global Best Ideas Equity Feeder Fund 150 (10.35) 141 (2.66) 121 5.97 85 5.20 53 11.85
Stylo Global Equity Prescient Fund of Funds 49 5.30 49 11.68 46 14.27 38 11.71 29 14.61
Sygnia 4th Industrial Revolution Global Equity Fund 83 2.15 22 14.54 50 13.93 93 2.61 19 15.43
Sygnia FANG.AI Equity Fund 123 (2.04) 15 16.26 1 33.80 3 16.67 1 26.28
Sygnia Health Innovation Global Equity Fund 144 (8.28) 143 (3.42) 130 1.60 86 4.98
Sygnia Itrix 4th Industrial Rev Glb Eqt Actively Managed ETF 76 2.61 25 13.14 95 10.56 95 1.52 25 15.00
Sygnia Itrix Euro stoxx 50 ETF 25 12.46 45 11.77 37 14.88 14 14.19 22 15.11 22 10.33 13 10.37
Sygnia Itrix FANG.AI Actively Managed ETF 126 (2.58) 10 18.22
Sygnia Itrix FTSE 100 ETF 23 14.42 23 14.27 59 13.42 15 14.12 51 12.20 37 8.06 15 10.02
Sygnia Itrix Health Innovation Actively Managed ETF 141 (6.59) 139 (1.85) 128 3.09
Sygnia Itrix MSCI China Feeder ETF 20 16.20 8 19.07 131 1.48
Sygnia Itrix MSCI Emerging Markets 50 ETF 2 34.92 1 32.47 4 19.57
Sygnia Itrix MSCI Japan ETF 27 11.06 100 7.78 64 13.29 66 8.54 57 11.50 35 8.42
Sygnia Itrix MSCI USA Index ETF 118 (1.66) 58 11.30 17 16.55 10 14.59 6 18.16 1 14.51
Sygnia Itrix MSCI World Index ETF 85 2.07 60 11.21 33 15.37 21 13.69 13 16.50 3 12.81
Sygnia Itrix S&P 500 ETF 110 (0.51) 36 12.07 12 17.24 4 15.95 3 18.87
Sygnia Itrix S&P Global 1200 ESG ETF 47 5.98 33 12.46 21 16.24
Sygnia Skeleton International Equity Fund of Funds 91 1.67 82 9.17 62 13.31 46 10.55 33 14.29
Tiger BCI Offshore Equity Fund 13 20.20 18 15.51 6 18.95 25 13.27
Visio BCI Global Equity Fund 22 15.01 11 18.15 15 16.83
Vunani Global Equity Prescient Feeder AMETF 143 (7.52)
Wealth Global Equity CoreSolutions AMETF 149 (9.25)
Arithmetic Average 3.47 9.61 12.49 10.00 14.07 10.53 11.16
Median Rate of Return 2.34 9.91 13.27 10.10 14.01 10.77 11.01
Standard Deviation 9.72 5.87 4.45 4.18 2.88 1.78 1.41

190 Profile’s Unit Trusts & Collective Investments March 2026