Page 195 - 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 (%)
Wealth Associates BCI Global Flexible Fund of Funds 28 0.29 32 5.97 23 9.20 26 7.10 34 5.60
Woodland Ci Global Opportunities Feeder Fund 8 11.97 3 14.39 11 11.90
Arithmetic Average 1.51 6.05 8.98 7.70 10.12 7.53 9.22
Median Rate of Return (0.56) 5.83 8.50 7.40 9.95 7.06 9.07
Standard Deviation 7.99 4.13 3.76 2.84 2.39 2.22 1.09
Global—Multi Asset—High Equity (24)
AF Investments Strategic Global Balanced Feeder Fund 15 (1.00) 10 5.43 9 8.46 5 7.11 4 10.46 3 8.24
Allan Gray-Orbis Global Balanced Feeder Fund 2 23.03 2 20.11 1 18.48 1 16.52 1 16.00 1 11.43 1 12.81
Ampersand BCI Global Balanced Feeder Fund 14 (0.74)
BCI Contrarius Global Balanced Feeder Fund 1 27.31 1 21.08 2 13.76
Brenthurst BCI Global Balanced Feeder Fund 3 3.62 9 5.85 13 7.75 8 5.94
Cogence Global Balanced Prescient Feeder Fund 20 (1.84) 15 4.42 11 8.09
Coronation Global Managed [ZAR] Feeder Fund 7 2.59 3 11.98 3 12.37 3 8.91 3 11.69 2 8.56
Coronation Global Managed Prescient Feeder AMETF 6 3.03
Discovery Global Multi-Asset Fund 21 (2.33) 18 3.77 19 3.07 15 3.92
Galileo Global Balanced Prescient Fund 16 (1.06)
Investec BCI World Axis Core Feeder Fund 4 3.55 5 7.02 8 8.47
M&G Global Balanced Feeder Fund 13 (0.54) 11 5.33 10 8.36 4 8.11 5 10.30
Momentum Global Managed Feeder Fund 8 2.12 8 5.88 14 7.33 9 5.89 8 9.06 6 6.65 2 9.75
Nedgroup Investments Core Global Feeder Fund 11 0.79 6 6.69 4 10.51 2 8.96 2 12.22
Ninety One Global Strategic Managed Feeder Fund 12 (0.28) 16 4.35 18 3.91 14 4.60 9 9.04 7 6.38 3 9.35
Point Capital Global Core Prescient Feeder Fund 18 (1.38) 13 4.68
PPS Global Balanced Fund of Funds 5 3.19 4 7.09 5 9.02 6 5.99 6 10.14 4 7.51
Prescient Global Balanced Feeder Fund 9 1.95 7 6.56 7 8.52 11 5.60
Prime Renaissance Global Best Ideas Feeder Fund 22 (3.26) 19 3.18 16 4.62 13 4.78
Satrix Global Balanced Fund of Funds ETF 10 1.41
SCI Global Balanced Fund of Funds 17 (1.30) 12 4.89 6 8.56 7 5.95 10 8.90 8 6.09 4 8.25
Seed Global Prescient Feeder Fund 19 (1.63) 14 4.54 15 6.72 10 5.73
STANLIB Global Balanced Feeder Fund 24 (5.88) 20 2.18 12 8.04 12 5.51 7 10.08 5 7.42
STANLIB Global Multi-Strategy Diversified Growth Feeder Fund 23 (4.53) 17 4.13 17 4.14
Arithmetic Average 1.95 6.96 8.43 6.90 10.79 7.79 10.04
Median Rate of Return (0.41) 5.38 8.36 5.94 10.22 7.47 9.55
Standard Deviation 7.45 4.95 3.53 2.94 2.02 1.60 1.69
Global—Multi Asset—Income (8)
Anchor BCI Global Flexible Income Fund 4 (8.73) 6 (2.64) 6 2.02 5 3.26
BCI Fairtree Global Income Plus Feeder Fund 2 4.23 2 3.74 2 8.45 2 6.37
Coronation Global Strategic USD Inc Prescient Feeder AMETF 5 (8.93)
Coronation Global Strategic USD Income [ZAR] Feeder Fund 6 (9.95) 5 (2.52) 5 2.24 4 4.47 2 5.75 2 2.63
Laurium Africa USD Bond Prescient Feeder Fund 1 5.07 1 9.14 1 10.52 1 7.03
Ninety One Global Diversified Income Feeder Fund 7 (10.23) 7 (2.76)
Prescient Global Income Provider Feeder Fund 3 (7.14) 3 (1.29) 3 2.92 3 5.06 1 6.48 1 3.35
Saffron BCI Global Enhanced Income Feeder Fund 8 (10.23) 4 (2.36) 4 2.26
Arithmetic Average (5.74) 0.19 4.73 5.24 6.11 2.99
Median Rate of Return (8.83) (2.36) 2.59 5.06 6.11 2.99
Standard Deviation 6.08 4.23 3.42 1.34 0.36 0.36
Global—Multi Asset—Low Equity (10)
Allan Gray-Orbis Global Optimal Fund of Funds 2 (1.25) 3 1.93 4 4.78 1 9.00 4 6.74 3 3.41
Cogence Global Cautious Prescient Fund of Funds 9 (6.70) 6 0.49 5 4.29
Coronation Global Capital Plus [ZAR] Feeder Fund 8 (5.56) 4 1.80 2 5.50 2 6.65 1 8.43 1 5.41
Coronation Global Capital Plus Prescient Feeder AMETF 6 (5.16)
Investec BCI World Axis Cautious Feeder Fund 4 (1.83) 2 2.60 3 4.98
M&G Global Inflation Plus Feeder Fund 5 (4.29) 8 (0.09) 8 3.01 5 3.27 5 6.48 2 4.11 2 7.29
Momentum Global Cautious Feeder Fund 3 (1.41) 5 1.61 7 3.52 7 2.59 6 5.66 4 3.34 1 7.51
Ninety One Global Managed Income Feeder Fund 10 (8.80) 9 (2.41) 9 1.58 6 3.18 7 5.46

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