Page 215 - 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 (%)
Satrix Low Equity Balanced Index Fund 19 19.84 11 17.00 9 13.80 21 11.94 16 10.65 15 8.97
Seed Stable Prescient Fund 26 19.36 27 16.26 54 12.38 29 11.52 66 9.44 60 7.76
Select BCI Enhanced Core Cautious Fund 56 17.09 53 15.23 39 12.73 39 11.24
Select Manager BCI Cautious Fund of Funds 73 16.42 73 14.61 92 11.56 86 10.27 91 9.01 66 7.54
Sequoia BCI Stable Fund of Funds 44 17.66 78 14.50 97 11.45 90 10.22 88 9.06
Signature BCI Stable Fund of Funds 30 19.09 54 15.21 47 12.58 63 10.70 78 9.26
SIM SCI Managed Cautious Fund of Funds 6 23.26 3 19.16 16 13.35 16 12.15 6 11.10 6 9.48
SIM SCI Managed Conservative Fund of Funds 80 16.09 74 14.60 67 12.08 97 10.08 86 9.14 36 8.30
Southern Charter BCI Defensive Fund of Funds 40 18.06 32 15.94 17 13.34 15 12.17 4 11.23 19 8.72
Standard STANLIB Stable Fund of Funds 123 13.54 97 13.72 65 12.11 52 11.00 26 10.28 17 8.85 9 7.95
STANLIB Multi-Asset Cautious Fund 78 16.11 45 15.44 33 12.94 91 10.20 22 10.49 38 8.26
STANLIB Multi-Manager Defensive Balanced Fund 84 15.81 86 14.19 77 11.85 59 10.79 38 9.92 40 8.23
Star BCI Stable Fund 128 13.23 125 12.06 105 11.11 125 8.86
Starfunds.ai BCI Stable Fund of Funds 32 18.92 26 16.29
Steer BCI Stable Fund 108 14.69 57 15.11 107 11.08
Sygnia CPI + 2% Fund 106 14.78 103 13.44 81 11.81 95 10.10 69 9.41 47 8.08
Sygnia Skeleton Balanced 40 Fund 96 15.34 65 14.84 40 12.72 47 11.04 11 10.90 7 9.42
Sygnia Skeleton Balanced Absolute Fund 90 15.54 85 14.27 43 12.63
Synergy Ci Conservative Fund 141 11.47 127 11.98 102 11.19 89 10.22
Trésor SCI Stable Fund 92 15.47 101 13.57 103 11.17 101 9.88 72 9.37 70 7.31
TRG Stable Prescient Fund of Funds 100 15.08 98 13.69 89 11.63 82 10.35 56 9.61
Wealth Associates BCI Cautious Fund of Funds 45 17.63 64 14.84 46 12.58 60 10.74 47 9.77
Wealthworks Prime Cautious Fund of Funds 52 17.28 58 15.06 76 11.86 58 10.83 45 9.79 33 8.31
Weaver BCI Stable Fund of Funds 13 20.43 12 16.93 30 12.96 54 10.98
WellsFaber SCI Stable Fund of Funds 87 15.67 84 14.30 69 12.01 80 10.38 85 9.16
Arithmetic Average 15.94 14.24 11.79 10.50 9.42 8.03 8.08
Median Rate of Return 16.10 14.58 11.93 10.57 9.45 8.16 7.95
Standard Deviation 3.84 2.45 1.57 1.54 1.19 1.10 0.83
South African—Multi Asset—Medium Equity (106)
10X Moderate Fund 90 15.20 83 14.32 67 12.17 38 11.96
27four Balanced Fund of Funds 41 19.42 35 16.93 23 13.79 22 12.41 33 10.85 17 8.93
Absa SCI Accumulation Fund of Funds 82 16.22 63 15.46 38 13.30 55 11.45 51 10.11 34 8.30
Absa SCI Multi Managed Core Accumulation Fund 78 16.43 72 15.21 43 13.20 51 11.57 48 10.26
ABSA SCI Multi Managed Passive Accumulation Fund 54 18.29 28 17.27 7 14.77 17 12.87 24 11.28
ADB BCI Balanced Fund of Funds 47 18.98 51 15.95 69 12.10 60 11.22 42 10.70 30 8.53
Adviceworx Old Mutual Inflation plus 3-4% Fund of Funds 73 16.85 69 15.25 65 12.23 65 11.10 44 10.55 18 8.88
Aeon Balanced Prescient Fund 70 17.10 39 16.70 6 14.81 18 12.83 4 12.12 6 9.93
Affinity Ci Moderate Fund 94 14.61 59 15.58 59 12.57 72 10.55 76 9.12
Amity BCI Prudent Fund of Funds 55 18.19 54 15.72 72 11.91 52 11.57 64 9.76 48 7.50
Ampersand BCI Moderate Fund of Funds 34 20.07 26 17.36 33 13.39
Amplify SCI Absolute Fund 10 23.11 19 18.18 18 13.96 14 12.97 14 11.53
Analytics Ci Moderate Fund of Funds 106 8.46 100 9.95 97 8.68 89 8.96 81 8.29 51 7.00 7 8.47
Anchor BCI Diversified Moderate Fund 18 21.80 18 18.21 22 13.87 8 13.27 22 11.36
APS Ci Moderate Fund 104 11.34 98 11.73 96 9.40 82 9.94 68 9.58 45 7.73
AS Forum BCI Moderate Fund of Funds 53 18.50 52 15.92 66 12.23 64 11.13 49 10.20 40 7.95
Assetbase CPI + 4% Prescient Fund of Funds 38 19.58 38 16.74 52 12.69 28 12.31 37 10.82 20 8.82
AssetMix Ci Moderate Fund 86 15.85 67 15.35 36 13.32 25 12.35 31 10.88 29 8.55
Baroque BCI Moderato Fund of Funds 64 17.66 77 14.89 60 12.45 77 10.30 73 9.37 53 6.96
Caleo BCI Moderate Fund of Funds 17 21.91 31 17.12 63 12.37 87 9.18 75 9.21 56 5.32
Camissa Protector Fund 23 20.71 5 20.55 9 14.69 2 13.83 6 12.01 1 11.29 2 9.23
Celerity Ci Moderate Fund 6 24.37 8 19.44 12 14.64 11 13.15 9 11.90
Chrome Ci Defensive Fund 101 12.50 93 13.22 76 11.81 75 10.40 65 9.66
Chrome Ci Moderate Fund 89 15.43 50 15.99 24 13.72 21 12.48 15 11.53
Cinnabar SCI Balanced Fund of Funds 25 20.56 17 18.29 20 13.88 26 12.33 34 10.84 24 8.66 8 8.43
Cogence Discovery Moderate Dynamic Asset Optimiser FoF 63 17.74 44 16.37 45 13.10 24 12.35 5 12.04 8 9.66
Cogence Moderate Prescient Fund of Funds 61 17.79
CoreSolutions OUTstable Index Fund 33 20.12 25 17.40 39 13.29 10 13.19 17 11.52

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