Page 197 - 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 (%)
Hangala Capital Absolute Balanced Fund 13 18.88 18 15.49 11 14.80 10 12.67 10 10.85 13 8.71
Hangala Capital Income Provider Fund 27 11.28 29 10.93 28 10.40 24 8.86 23 7.98 20 8.01
Hangala Capital Money Market Fund 41 7.60 43 8.08 42 8.18 36 6.95 32 6.81 31 6.95
M&G Namibian Balanced Fund 15 18.72 12 17.07 17 13.47 9 12.96 8 11.05 6 9.35
M&G Namibian Enhanced Income Fund 31 10.32 34 9.44 36 9.14 30 7.64 30 6.96 30 7.00
M&G Namibian Inflation Plus Fund 24 13.37 25 12.58 26 11.14 18 10.93 19 9.50 17 8.18 6 9.57
M&G Namibian Money Market Fund 47 7.30 51 7.82 47 7.98 46 6.05 43 5.83 40 6.38
NAM Coronation Balanced Defensive Fund 25 12.73 23 12.91 24 11.25 20 10.16 18 9.64 15 8.35
NAM Coronation Balanced Plus Fund 20 16.09 11 17.26 10 15.28 8 12.96 5 12.47 4 9.76
NAM Coronation Capital Plus Fund 21 15.46 19 15.39 21 12.81 16 11.23 13 10.57 14 8.50
NAM Coronation Money Market Fund 50 7.19 52 7.76 46 7.98 41 6.58 37 6.55
NAM Coronation Optimum Growth Fund 54 3.48 27 11.13 27 10.81
NAM Coronation Strategic Income Fund 28 11.07 31 10.47 29 10.33 27 8.77 22 8.00 18 8.07
Ninety One Namibia High Income Fund 35 9.50 36 9.28 35 9.25 29 7.87 24 7.76 22 7.85 11 7.44
Ninety One Namibia Managed Fund 10 20.31 9 17.49 16 13.48 13 11.96 7 11.40 5 9.48 2 11.20
Old Mutual Namibia Dynamic Floor Fund 23 13.53 24 12.61 39 8.46 35 6.99 44 5.11 41 4.97 19 5.90
Old Mutual Namibia Enhanced Income Fund 33 10.24 33 10.06 33 9.38 33 7.16 29 7.08 26 7.42 12 7.32
Old Mutual Namibia Growth Fund 2 41.92 2 29.51 2 20.94 3 17.42 4 12.50 1 11.15 3 10.28
Old Mutual Namibia Income Fund 34 9.76 37 9.25 34 9.27 31 7.60 26 7.56 21 7.86 10 7.65
Old Mutual Namibia Managed Fund 17 18.03 17 15.60 14 13.93 11 12.64 11 10.71 8 9.18 4 9.94
Old Mutual Namibia Money Market Fund 40 7.73 41 8.31 41 8.33 37 6.84 33 6.79 29 7.14
Old Mutual Namibia Property Fund 7 31.16 5 24.61 3 20.68 2 18.95 46 4.01
Old Mutual Namibia Real Income Fund 26 12.66 26 11.27 30 10.04 25 8.85 25 7.57 27 7.35
Old Mutual Namibia World Wide Equity Fund 53 5.06 56 (0.03) 55 (1.60) 49 (3.85) 47 (3.04)
Old Mutual Nedbank Namibia Corporate Fund 43 7.53 46 7.93 44 8.03 38 6.81 34 6.63 34 6.89 15 7.02
Sanlam Namibia Active Fund 32 10.31 32 10.17 32 9.56 28 7.90 27 7.31 25 7.57
Sanlam Namibia All Namibian Fund 22 14.56 21 14.57 18 13.35 12 12.20 20 9.29 7 9.34
Sanlam Namibia Balanced Fund 14 18.81 13 17.01 19 13.17 15 11.86 9 11.03 11 8.90 7 9.23
Sanlam Namibia Enhanced Cash Fund 46 7.36 47 7.91 49 7.89 42 6.44 40 6.15 39 6.39 18 6.54
Sanlam Namibia Floating Rate Fund 38 7.84 39 8.42 40 8.45 34 7.02 31 6.88 28 7.29
Sanlam Namibia General Equity Fund 3 39.78 3 28.71 5 16.69 5 16.00 1 13.08 2 10.32 1 11.66
Sanlam Namibia Global Trust 55 3.39 42 8.23 23 11.68 26 8.79 6 11.68 12 8.87 9 8.36
Sanlam Namibia Inflation Linked Fund 30 10.35 28 11.04 31 9.98 23 9.03 21 8.82 23 7.72 8 8.50
Sanlam Namibia Money Market Fund 49 7.25 49 7.84 45 7.99 39 6.64 35 6.57 35 6.86 17 6.92
Sanlam Namibia Value Fund 6 32.15 6 24.58 9 15.49 4 16.48 2 13.02 3 9.95
Standard Bank Namibia Cash Plus Fund 52 6.38 54 7.22 51 7.63 44 6.38 41 6.15 37 6.55
Standard Bank Namibia Income Fund 36 8.90 35 9.33 37 9.08 32 7.42 28 7.31 24 7.59 13 7.18
Standard Bank Namibia Inflation Plus Fund 18 17.64 20 14.83 22 11.82 17 11.01 15 9.92 16 8.22
Standard Bank Namibia Managed Fund 16 18.20 16 15.83 15 13.79 21 9.96 16 9.91 19 8.06 5 9.71
Standard Bank Namibia Money Market Fund 48 7.29 50 7.84 48 7.96 40 6.62 36 6.55 33 6.90
Arithmetic Average 14.88 13.04 11.34 9.63 8.30 7.87 8.35
Median Rate of Return 10.84 10.99 10.40 8.85 7.76 7.85 7.65
Standard Deviation 10.40 6.56 4.19 4.07 2.92 1.44 1.62
South African—Equity—Financial (5)
Coronation Financial Fund 4 31.29 1 28.17 3 20.91 4 20.09 5 9.52 5 8.61 3 10.90
Momentum Financials Fund 3 32.03 5 24.99 5 19.63 2 21.87 2 10.36 2 10.51 2 11.42
Nedgroup Investments Financials Fund 5 30.54 4 25.96 2 20.93 3 21.77 1 11.87 1 11.42 1 12.79
Sanlam Investment Management SCI Financial Fund 2 33.33 3 26.38 4 20.53 5 20.09 4 9.63 4 8.84 5 10.33
Satrix FINI ETF 1 33.35 2 26.98 1 22.18 1 22.19 3 10.25 3 10.34 4 10.79
Arithmetic Average 32.11 26.49 20.84 21.20 10.33 9.95 11.25
Median Rate of Return 32.03 26.38 20.91 21.77 10.25 10.34 10.90
Standard Deviation 1.11 1.06 0.82 0.92 0.84 1.07 0.84
South African—Equity—General (126)
10X S&P SA Top 50 ETF 15 46.35 18 31.78 15 18.76 10 18.91 9 16.05 5 13.52
10X Top 60 SA Equity Index Fund 25 44.30 24 31.37 12 19.00
10X Wealth Next 40 Equal Weighted ETF 96 25.09 85 20.24
10X Wealth Top 20 Capped ETF 5 52.84 1 36.44

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