Page 194 - 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 (%)
Chrome Ci Global Maximum Return Feeder Fund 35 (0.70) 13 8.62 9 12.30 9 9.90
Ci Worldwide Flexible Feeder Fund 59 (4.68)
Ci Worldwide Flexible Growth Feeder Fund 7 12.05
Cinnabar SCI Global Balanced Feeder Fund 46 (2.35) 46 3.78 35 8.18
ClucasGray Global Flexible Prescient Fund 63 (5.66) 55 2.18 43 7.37 28 6.95
Cogence Global Growth Prescient Fund of Funds 34 (0.43) 23 6.99 19 10.19
Coronation Global Emerging Markets Flexible [ZAR] Fund 9 8.81 8 10.30 38 7.79 47 (0.95) 31 6.98 13 7.06
Coronation Global Optimum Growth Prescient Feeder AMETF 14 4.23
Deton Prime Global Flexible Fund of Funds 11 5.38 11 8.83 10 12.04 25 7.18 7 12.25 7 8.68
FG SCI International Flexible Fund of Funds 30 0.15 36 5.35 36 7.96 27 7.06 23 9.04 15 6.82
Fisher Dugmore Ci Global Growth Fund 17 2.60 9 9.38 8 12.89 10 9.79
Flagship BCI Global Flexible Equity Fund 4 20.93 2 14.51 3 16.20 18 7.78
Foord International Feeder Fund 5 20.65 5 12.13 53 5.61 14 8.31 14 10.67 14 6.91
Fussell Ci Worldwide Growth Feeder Fund 51 (2.95) 28 6.05 12 11.67
High Street Global Balanced Prescient Feeder Fund 20 1.48 34 5.68 7 14.43
IFM Global Diversified Fund 15 3.51 14 8.34 17 10.73 7 10.65
Investec BCI World Axis Flexible Feeder Fund 18 2.43 35 5.53 47 7.08
Investhouse Ci Global Feeder Fund 61 (5.00) 50 3.37 48 6.92 30 6.83 13 10.84
Kruger International Flexible Feeder Fund 66 (7.28) 60 1.03 58 3.56 46 3.83 30 7.06 23 5.30
Lynx Prime Global Diversified Fund of Funds 62 (5.30) 57 1.80 57 5.21 34 6.58 22 9.18 21 5.75 4 8.75
Marriott International Growth Feeder Fund 55 (3.82) 61 0.57 60 3.16 40 5.28 27 8.78 19 5.89 2 9.56
Merchant West SCI Global Managed Growth Fund 49 (2.57) 56 1.94 54 5.48 17 7.81 20 9.44 20 5.87
Methodical BCI Global Dynamic Fund 2 27.91 1 24.17 1 23.61 1 15.20
Methodical BCI Global Flexible Fund of Funds 38 (1.04) 39 4.98 26 9.00 23 7.44 12 11.02
MI-PLAN BCI Global Macro Fund 41 (1.53) 22 7.16 5 15.13 5 11.16 2 14.74 2 11.55
MitonOptimal BCI Foreign Flexible Feeder Fund 16 3.45 21 7.23 29 8.67 22 7.50 21 9.37 18 5.91
MyQ Ci Worldwide Flexible Fund of Funds 13 4.64 16 8.03 28 8.77 15 8.28 8 11.65 8 8.36
Nedgroup Investments Global Cautious Feeder Fund 60 (4.86) 62 (0.89) 59 3.53 44 4.81 32 6.19 25 3.62
Nedgroup Investments Global Flexible Feeder Fund 36 (0.89) 30 6.03 16 10.73 8 10.55 5 12.79 5 9.39 1 11.02
New Road BCI Global Flexible Fund of Funds 26 0.49 18 7.41 15 10.92 12 8.58
NFB Ci Global Balanced Feeder Fund 48 (2.38)
Noble PP BCI Worldwide Flexible Fund of Funds 10 6.74 12 8.76 14 11.18
Northstar BCI Global Flexible Feeder Fund 57 (4.17) 43 4.21 42 7.47 24 7.40 11 11.32
Northstar BCI Global Flexible Fund 56 (3.97) 47 3.64 40 7.62 20 7.66 9 11.44 6 9.12
Numoro AQUA Global Multi-Asset Actively Managed ETF 19 2.26 26 6.37
Palmyra BCI Global Flexible Fund of Funds 52 (3.42) 59 1.54 51 5.84 39 5.53
Personal Trust PTI Global SM Opportunities Feeder Fund 44 (2.14) 48 3.55 44 7.26
PMK Global Flexible Prescient Fund of Funds 24 0.63 40 4.56 45 7.24 33 6.64 19 9.48
PortfolioMetrix BCI Global Diversified Feeder Fund 33 (0.36) 37 5.21 33 8.30 35 6.46
Prescient Foord International Feeder Fund 6 19.30 6 11.52 56 5.25
Prime Global Balanced Flexible Feeder Fund 31 0.09 29 6.03 25 9.02
PSG Global Flexible Feeder Fund 3 23.72 7 10.67 21 9.62 3 14.33 4 13.37 4 10.66
PSG Investment Management Global Flexible Feeder Fund 42 (1.78) 64 (1.10) 61 2.76
PSG Wealth Global Flexible Feeder Fund 45 (2.34) 45 3.88 50 6.36 42 5.06 17 10.16 11 7.77
PSG Wealth Global Moderate Feeder Fund 47 (2.37) 52 2.96 52 5.78 41 5.23 25 8.84 22 5.70 5 7.68
Quantum BCI Worldwide Flexible Fund of Funds 40 (1.30) 38 5.00 32 8.49 37 6.21 28 8.47 17 6.32
Rozendal Global Prescient Feeder Fund 1 28.59 4 13.64 2 16.67 2 14.84
Salvo BCI Global Managed Feeder Fund 64 (5.88) 53 2.95 37 7.85 36 6.33
Select Manager BCI Global Moderate Fund of Funds 12 4.79 15 8.06 22 9.45 16 7.93 16 10.23 12 7.20 3 9.07
Sequoia BCI Global Flexible Fund of Funds 29 0.24 33 5.70 41 7.53
SIS International Flexible Fund of Funds 67 (7.32) 63 (1.09) 62 0.69 45 3.86 33 6.07
Star BCI Global Growth Feeder Fund 58 (4.52) 41 4.47 34 8.19
Sygnia International Flexible Fund of Funds 50 (2.66) 42 4.41 31 8.51 38 6.20 15 10.30 10 8.16
Synergy Ci Global Flexible Growth Feeder Fund 65 (6.23) 54 2.27 49 6.75 21 7.62
ThinkCell BCI Global Marathon Fund 39 (1.29) 17 7.44 4 15.45 4 11.51 1 15.38 1 12.27
TRG Global Flexible Prescient Fund of Funds 25 0.51 10 9.36 13 11.59
Vunani BCI Global Macro Fund 68 (7.77) 58 1.73 30 8.52 19 7.67

192 Profile’s Unit Trusts & Collective Investments March 2026