Page 201 - 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 (%)
ClucasGray Equity Prescient Fund 46 36.35 30 29.44 30 16.75 5 20.70 24 13.69 8 12.22
Contrarius BCI SA Equity Fund 57 29.73
Corion BCI Equity Fund 31 42.10 40 27.72 45 15.30
Coronation SA Equity Fund 58 29.09 53 24.14 50 14.83 40 15.96 13 14.69 13 10.90
Coronation Top 20 Fund 59 28.98 57 22.56 55 12.99 45 15.15 14 14.54 4 12.75 1 13.07
Denker SCI SA Equity Fund 56 30.48 54 23.44 44 15.37 17 17.98 26 13.50
Fairtree SA Equity Prescient Fund 11 47.22 7 32.74 12 18.57 12 18.60 2 18.85 1 15.69
First Avenue SCI Focused Quality Equity Fund 38 40.21 51 25.70 40 16.01 51 12.30 47 8.31 30 4.65 8 7.99
Foord Equity Fund 60 28.92 52 24.99 20 17.67 26 17.24 32 13.00 27 8.76 3 11.45
Hollard BCI Equity Fund 39 40.19 45 26.53 34 16.48 37 16.09 28 13.21 21 10.00
Investec BCI Dynamic Equity Fund 64 24.00 58 22.35 53 14.22 6 20.11 4 17.05 6 12.60
Lima Mbeu SCI Equity Fund 30 42.78 36 28.81 33 16.50 44 15.26
M&G SA Equity Fund 43 38.58 41 27.70 46 15.28 13 18.23 33 12.83
Matrix SCI SA Equity Fund 2 53.52 31 29.36 26 17.02 36 16.23 35 12.72
Melville Douglas STANLIB SA Equity Fund 49 35.56 48 26.31 51 14.66
Mergence Equity Prime Fund 33 41.05 33 29.06 39 16.12 31 16.56 40 11.65 28 8.64
Momentum Capped All Share Fund 26 43.83 21 30.83 13 18.54 20 17.79 27 13.38
Momentum Core Equity Fund 32 41.36 32 29.18 29 16.85 27 16.87 25 13.67
Momentum Quality Equity Fund 44 37.23 38 27.90 28 16.92
Momentum Trending Equity Fund 10 47.25 27 29.67 22 17.48 35 16.24 15 14.54
Momentum Value Equity Fund 40 39.65 28 29.58 43 15.45 10 19.01 19 14.02
Nedgroup Investments Core SA Equity Fund 16 45.99 11 32.01
Nedgroup Investments SA Equity Fund 15 46.34 17 31.21 38 16.15 22 17.71 23 13.75 15 10.81
Ninety One Active Quants Fund 50 34.85 49 25.97 42 15.47 47 14.62 41 11.36 23 9.52 5 10.74
Ninety One SA Equity Fund 34 41.01 43 26.75 52 14.36 42 15.51 22 13.77
Northstar BCI Equity Fund 51 34.84 47 26.45 32 16.57 38 16.05 45 10.37
Old Mutual Capped All Share Index Fund 24 44.65 19 31.04 11 18.57 21 17.71 29 13.13
Old Mutual ESG Equity Fund 37 40.47 37 28.11 37 16.21 39 15.99
Old Mutual Investors Fund 42 39.32 46 26.52 47 15.11 33 16.41 44 10.66 29 7.95 6 10.41
Old Mutual Managed Alpha Equity Fund 8 48.29 18 31.11 23 17.33 34 16.26 37 12.34 25 8.95 4 10.74
Old Mutual RAFI 40 Index Fund 1 60.06 3 34.48 9 18.98 4 21.95 5 16.32 2 14.75
Palmyra BCI SA Equity Fund 12 46.75 14 31.47 7 19.99 8 19.39
PortfolioMetrix BCI SA Equity Fund 22 45.08 22 30.78 18 17.77 18 17.93 8 15.57 10 11.86
PPS Equity Fund 21 45.10 12 31.87 17 17.85 15 18.08 7 15.95 7 12.44
PSG SA Equity Fund 9 47.84 4 33.98 1 23.45 1 26.38 11 14.89 3 13.72
Rezco Equity Fund 65 19.32 62 14.85 57 11.58 52 11.91 31 13.03 16 10.48
Sanlam Investment Management SCI Top Choice Equity Fund 25 44.34 25 30.23 49 14.94 43 15.30 9 15.33 9 12.12
Select BCI Equity Fund 20 45.16
Sentio SCI General Equity Fund 13 46.45 23 30.74 36 16.34 32 16.50 39 12.03
Sequoia BCI SA Equity Fund 14 46.37 16 31.25
STANLIB Enhanced Multi Style Equity Fund 45 36.53 44 26.70 21 17.55 11 18.85 17 14.33
Steyn Capital Equity Prescient Fund 52 33.94 35 28.89 4 21.94 3 22.81 10 14.91
Sygnia DIVI Fund 62 25.06 60 17.07 59 6.47 49 12.93 46 10.29 11 11.75
Sygnia Top 40 Index Fund 7 49.11 9 32.67 10 18.68 16 18.02 6 16.19 5 12.73
Sygnia Transnational Equities Fund 55 30.49 59 19.70 56 12.52 50 12.54 43 10.74 26 8.88
Taquanta BCI SA Equity Fund 18 45.51 6 32.99 6 20.20 25 17.52
Terebinth SCI Active Equity Fund 27 43.69 24 30.42 24 17.30
Truffle SCI SA Equity Fund 19 45.30 8 32.72 8 19.02 9 19.15 3 17.68
Vunani BCI Equity Fund 3 52.20 2 35.48 3 22.02 7 20.10
Arithmetic Average 40.26 28.44 16.74 17.28 13.73 10.80 10.77
Median Rate of Return 41.05 29.27 16.75 17.06 13.69 10.64 10.74
Standard Deviation 7.95 4.36 2.80 2.66 2.19 2.15 1.35
South African—Equity—SA Large Cap (12)
1NVEST ALSI 40 Fund 8 47.55 8 31.77 8 18.21 9 17.81 8 16.21 7 12.92 3 12.37
1nvest Capped SWIX ETF 11 44.67 1 63.12 1 36.76 1 26.10 1 20.64 1 15.68
1NVEST Top 40 ETF 6 47.76 7 31.96 6 18.61 6 18.19 5 16.50 6 13.18
27four Large Cap Equity AMETF 10 46.08

Profile’s Unit Trusts & Collective Investments March 2026 199