Page 218 - 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 (%)
South African—Real Estate—General (48)
10X SA Property Income ETF 17 35.21 19 26.54 8 23.34 2 22.63
10X SA Property Index Fund 5 37.07 4 28.49 13 22.88
1NVEST Capped Property Index Tracker Fund 14 35.51 11 27.37 7 23.36 17 20.44 28 4.45 26 2.17
1NVEST SA Property ETF 32 33.21 18 26.69 15 22.64 13 20.77 13 6.08 10 5.03
AF Investments Property Equity Unit Trust 36 32.27 20 26.37 24 22.03 23 19.59 19 5.54 14 4.85 4 10.20
All Weather BCI Property Fund 4 37.08
Ampersand BCI Property Fund 28 33.85 21 26.37 28 21.94
Amplify SCI Property Equity Fund 2 38.71 1 30.44 1 26.32 1 23.11 2 9.20 4 7.13
Anchor BCI Property Fund 44 23.82 42 17.79 42 14.48 35 14.60 33 3.20 25 2.62
Ashburton Property Fund 35 32.48 34 25.40 31 21.66 29 19.07 24 4.77
Catalyst SCI Flexible Property Fund 46 13.54 43 13.81 43 12.77 36 14.16 21 5.01 7 5.49
Catalyst SCI SA Property Equity Fund 30 33.44 8 27.67 14 22.87 14 20.75 18 5.62 11 5.02 1 10.58
Coronation Property Equity Fund 24 34.76 24 26.24 18 22.32 24 19.56 27 4.48 21 4.13 5 9.83
Curate Momentum Flexible Property Fund 45 17.59
Discovery Flexible Property Fund 20 34.93 29 25.74 27 21.97 21 19.97 14 5.93 17 4.51
FNB Multi Manager Property Fund 42 28.82 37 23.97 36 20.41
Harvard House BCI Property Fund 12 35.94 15 27.06 19 22.32 11 20.93 1 10.03 1 8.54
Hollard BCI Property Fund 6 37.03 7 27.86 6 23.80 9 21.01 5 7.71 5 6.76
Investec BCI Property Fund 31 33.43 32 25.54 32 21.66 28 19.21
M&G Property Fund 27 33.89 9 27.52 4 24.08
Marriott Property Income Fund 39 30.55 40 22.00 40 16.93 33 16.48 32 3.48 15 4.67 8 6.83
Metope Property Income Prescient Fund 1 40.02 3 29.13 20 22.21 15 20.63
Metope Property Prescient Fund 19 34.94 27 25.77 23 22.08 30 18.84 10 6.28 16 4.61
Momentum Real Growth Property Fund 18 35.07 31 25.62 26 22.02 26 19.43 22 4.96 22 4.12 6 9.25
Momentum Real Growth Property Index Fund 15 35.33 12 27.36 9 23.28 18 20.32 17 5.73
Momentum SA Real Growth Property Fund 23 34.83 35 25.24 29 21.79 27 19.26 26 4.55
MSM Property 27four Fund 37 31.91 38 23.91 37 20.38 31 18.32 20 5.19
Nedgroup Investments Property Fund 9 36.28 23 26.30 38 20.12 20 20.09 30 3.89 24 3.14
Ninety One Property Equity Fund 11 36.03 17 26.80 17 22.52 10 20.98 15 5.93 18 4.51 3 10.39
Noble PP BCI Property Fund 40 30.53 39 22.65 39 17.63
Oasis Property Equity Fund 38 30.56 41 20.03 41 16.39 34 15.06 31 3.75 27 1.44 9 6.81
Old Mutual SA Quoted Property Fund 8 36.40 22 26.31 12 22.89 16 20.59 7 7.36 6 6.07 2 10.52
Palmyra BCI Property Fund 34 33.02 30 25.68 30 21.67 25 19.51 8 7.10
Plexus Wealth BCI Property Fund 10 36.19 16 26.87 16 22.54 4 21.95 6 7.51 9 5.17
PortfolioMetrix BCI SA Property Fund 3 37.36 2 29.41 2 25.13 3 22.14 3 8.84 2 7.54
Prescient Property Equity Fund 43 26.17 36 24.22 35 20.78 5 21.82 9 6.70 8 5.43
Prime Property Fund 33 33.07 26 25.81 25 22.03 19 20.10 16 5.76 19 4.23
Reitway Global Property Diversified Prescient ETF 48 (9.01) 45 0.52
Reitway Global Property ESG Prescient ETF 47 (6.92) 44 2.59
Sanlam Investment Management SCI Property Fund 41 30.11 28 25.75 33 21.37 22 19.90 23 4.82 20 4.13 7 8.72
Satrix Property ETF 13 35.88 6 28.29 5 24.01 6 21.48 29 4.41
Satrix Property Index Fund 26 34.15 14 27.06 11 23.01 12 20.91 12 6.18 13 4.95
Sesfikile BCI Property Fund 7 36.97 5 28.41 3 24.16 7 21.34 4 8.12 3 7.29
STANLIB Institutional Property Income Fund 25 34.22 25 26.02 21 22.13
STANLIB Property Income Fund 22 34.84 33 25.48 34 21.13 32 18.15 25 4.60 23 3.50
Starfunds.ai BCI Property Fund of Funds 16 35.24 13 27.15 22 22.12
Sygnia Listed Property Index Fund 21 34.91 10 27.41 10 23.26 8 21.07 11 6.22 12 5.00
Terebinth SCI SA Property Fund 29 33.70
Arithmetic Average 31.56 24.73 21.68 19.84 5.86 4.89 9.24
Median Rate of Return 34.49 26.30 22.12 20.21 5.73 4.85 9.83
Standard Deviation 9.50 5.77 2.56 2.03 1.64 1.60 1.41
Worldwide—Equity—General (12)
Ashburton Global Leaders ZAR Equity Feeder Fund 12 (23.20) 10 (6.92) 10 1.27 10 4.12
BCI Enhanced Equity Fund 1 41.38 1 29.52 1 19.77 1 18.07 1 18.00 1 14.09
BCI Value Fund 11 3.66 8 10.28 7 12.09 8 9.51 6 11.37

216 Profile’s Unit Trusts & Collective Investments March 2026