Page 224 - Profile's Unit Trusts & Collective Investments - March 2026

Domestic unit trusts performance figures Statistics

Table 2: Annuity 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 (%)
Prescient Core Global Equity Feeder Fund 64 3.47 52 7.62 30 11.35 23 12.51
Prescient Foord Global Equity Feeder Fund 95 0.96 59 6.97 90 7.75
Prescient Omba Global Equity Feeder Fund 79 2.39
Prescient Sigma Select Global Leaders Feeder Fund 80 2.35 53 7.28 63 9.72 57 10.15
Prime Iza Global Equity Feeder Fund 121 (2.42) 114 0.91 105 4.57
PSG Global Equity Feeder Fund 8 24.88 8 17.84 17 14.11 6 14.65 3 15.16 6 12.89
PSG Wealth Global Creator Feeder Fund 115 (1.22) 107 3.21 99 7.10 69 9.10 46 10.35 16 11.52
Remo BCI Thematic Growth Feeder Fund 157 (19.20)
Sanlam Private Wealth SCI Global High Quality Feeder Fund 147 (9.96) 122 0.19 106 4.23 78 7.39 60 8.00
Sasfin BCI Global Equity Feeder Fund 150 (11.80) 134 (4.91) 121 1.11 86 5.44 65 6.83
Satrix Global Infrastructure Feeder ETF 134 (5.45) 115 0.84 108 3.50
Satrix MSCI ACWI Feeder ETF 49 4.83
Satrix MSCI EM ESG Enhanced Feeder ETF 10 21.48 7 17.92 13 15.39 40 11.25
Satrix MSCI Emerging Markets Feeder ETF 13 21.24 12 16.59 15 14.76 36 11.56 43 10.52
Satrix MSCI World ESG Enhanced Feeder ETF 94 1.31 76 6.06 62 9.82 35 11.57
Satrix MSCI World Feeder ETF 78 2.48 57 7.13 41 10.88 22 12.69 12 13.47
Satrix MSCI World Index Fund 83 2.08 64 6.67 57 10.34 29 12.04 20 12.70 7 12.80
Satrix MSCI World Islamic Feeder ETF 43 6.22
SCI Global Emerging Markets Feeder Fund 20 16.02 19 12.88 44 10.85 72 8.57 62 7.66
SCI Global Equity Fund 148 (10.08) 125 (0.26) 119 1.52 84 5.96 64 7.09 39 7.55 16 8.66
SCI Schroder Global Core Equity Feeder Fund 76 2.68 61 6.90 50 10.73 19 12.74 10 13.58 3 13.36
SCI Schroder Global Value Feeder Fund 34 8.99 36 9.52 64 9.56 45 10.95 32 11.24 29 10.11 11 10.73
Seed Global Equity Prescient Feeder Fund 129 (4.34) 112 1.94 103 6.18
Select BCI Enhanced Core Global Equity Fund of Funds 47 5.10 46 8.26 38 11.12
Select BCI Global Equity Fund 133 (5.16) 118 0.67 110 3.47
Select Manager BCI Global Equity Fund of Funds 96 0.89 92 5.17 85 8.23 66 9.30 51 9.67
SIS Global Equity Feeder Fund 66 3.33 86 5.75 88 8.06 71 8.93 50 9.69
Southern Right Capital BCI GQG EM Equity Feeder Fund 107 (0.73) 130 (2.59) 111 3.34
Southern Right Capital BCI GQG Global Equity Feeder Fund 154 (14.63) 142 (9.60) 123 (0.52)
STANLIB Global Equity Feeder Fund 131 (4.50) 113 1.54 95 7.52 63 9.64 47 10.34 17 11.39
STANLIB Global Select Feeder Fund 120 (2.08)
STANLIB Multi-Manager Global Equity Feeder Fund 119 (1.69) 102 4.29 82 8.36 56 10.29 31 11.47 13 11.87 4 11.95
Stonehage Fleming Global Best Ideas Equity Feeder Fund 151 (12.77) 137 (5.48) 125 (0.82) 93 3.03 69 5.54
Stylo Global Equity Prescient Fund of Funds 46 5.78 43 8.51 45 10.81 34 11.60 27 11.90
Sygnia 4th Industrial Revolution Global Equity Fund 52 4.53 35 9.78 20 12.40 65 9.30 41 10.64
Sygnia FANG.AI Equity Fund 141 (8.02) 56 7.17 6 17.29 1 20.11 1 20.73
Sygnia Health Innovation Global Equity Fund 124 (3.22) 136 (5.18) 128 (2.29) 96 1.73
Sygnia Itrix 4th Industrial Rev Glb Eqt Actively Managed ETF 54 4.47 38 9.30 54 10.39 79 7.37 52 9.37
Sygnia Itrix Euro stoxx 50 ETF 36 7.82 30 10.72 25 11.78 8 13.81 14 13.24 10 12.06 12 10.63
Sygnia Itrix FANG.AI Actively Managed ETF 144 (9.18) 58 7.03
Sygnia Itrix FTSE 100 ETF 28 10.97 21 12.55 21 12.33 14 13.03 25 12.07 26 10.48 15 9.85
Sygnia Itrix Health Innovation Actively Managed ETF 111 (0.85) 131 (3.45) 124 (0.74)
Sygnia Itrix MSCI China Feeder ETF 73 2.85 20 12.58 78 8.58
Sygnia Itrix MSCI Emerging Markets 50 ETF 2 36.62 1 29.07 1 24.47
Sygnia Itrix MSCI Japan ETF 30 10.45 42 8.90 58 10.23 48 10.68 48 10.04 34 9.54
Sygnia Itrix MSCI USA Index ETF 110 (0.84) 91 5.20 59 10.17 25 12.46 8 13.79 1 14.51
Sygnia Itrix MSCI World Index ETF 84 2.07 63 6.69 55 10.38 26 12.22 15 13.01 4 13.24
Sygnia Itrix S&P 500 ETF 102 0.39 77 6.02 43 10.87 10 13.33 5 14.58
Sygnia Itrix S&P Global 1200 ESG ETF 35 7.92 39 9.14 24 11.82
Sygnia Skeleton International Equity Fund of Funds 72 2.95 74 6.17 69 9.41 49 10.61 35 11.20
Tiger BCI Offshore Equity Fund 6 25.53 4 18.24 5 17.59 4 15.60
Visio BCI Global Equity Fund 22 13.59 13 15.51 10 16.21
Vunani Global Equity Prescient Feeder AMETF 137 (7.66)
Wealth Global Equity CoreSolutions AMETF 146 (9.70)
Arithmetic Average 2.93 6.36 8.94 10.13 10.99 11.00 11.37
Median Rate of Return 2.32 6.45 9.44 10.61 11.08 11.13 11.26
Standard Deviation 10.87 6.82 5.08 3.52 2.75 1.72 1.35

222 Profile’s Unit Trusts & Collective Investments March 2026