Page 226 - 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 (%)
Chrome Ci Global Maximum Return Feeder Fund 35 (1.54) 22 4.07 15 7.84 10 9.48
Ci Worldwide Flexible Feeder Fund 58 (6.36)
Ci Worldwide Flexible Growth Feeder Fund 5 18.12
Cinnabar SCI Global Balanced Feeder Fund 48 (4.02) 47 0.64 42 3.86
ClucasGray Global Flexible Prescient Fund 57 (5.75) 55 (0.99) 52 2.66 35 5.54
Cogence Global Growth Prescient Fund of Funds 29 0.02 29 3.48 24 6.53
Coronation Global Emerging Markets Flexible [ZAR] Fund 24 1.02 10 6.59 16 7.77 29 6.26 29 4.91 22 5.32
Coronation Global Optimum Growth Prescient Feeder AMETF 55 (4.60)
Deton Prime Global Flexible Fund of Funds 8 11.24 8 8.56 7 9.64 12 8.94 7 9.21 6 9.42
FG SCI International Flexible Fund of Funds 37 (1.74) 34 2.93 34 5.14 23 6.81 18 6.94 15 7.14
Fisher Dugmore Ci Global Growth Fund 13 3.68 13 6.23 10 9.05 9 9.94
Flagship BCI Global Flexible Equity Fund 3 22.61 3 17.10 3 15.25 3 13.15
Foord International Feeder Fund 6 17.80 4 14.21 6 10.12 11 9.01 8 8.62 10 8.34
Fussell Ci Worldwide Growth Feeder Fund 53 (4.28) 40 1.73 27 6.12
High Street Global Balanced Prescient Feeder Fund 19 1.84 27 3.83 18 7.69
IFM Global Diversified Fund 20 1.66 15 5.58 17 7.73 8 9.99
Investec BCI World Axis Flexible Feeder Fund 21 1.16 20 4.32 31 5.37
Investhouse Ci Global Feeder Fund 42 (2.86) 52 (0.15) 49 2.99 34 5.72 21 6.78
Kruger International Flexible Feeder Fund 63 (8.47) 62 (2.97) 59 46 2.79 33 3.63 24 4.88
Lynx Prime Global Diversified Fund of Funds 60 (6.91) 57 (1.45) 57 1.29 41 4.74 27 5.91 19 6.51 4 7.96
Marriott International Growth Feeder Fund 46 (3.88) 54 (0.33) 58 1.14 44 3.28 31 4.60 21 5.93 3 8.67
Merchant West SCI Global Managed Growth Fund 59 (6.80) 56 (1.02) 55 2.20 38 5.20 25 6.21 18 6.92
Methodical BCI Global Dynamic Fund 1 37.90 1 27.88 1 24.10 1 19.41
Methodical BCI Global Flexible Fund of Funds 43 (3.14) 39 2.05 35 5.08 22 6.99 12 7.69
MI-PLAN BCI Global Macro Fund 22 1.07 24 4.03 13 8.54 6 11.01 3 11.32 2 11.95
MitonOptimal BCI Foreign Flexible Feeder Fund 10 7.43 11 6.55 21 7.29 19 7.66 13 7.57 14 7.29
MyQ Ci Worldwide Flexible Fund of Funds 12 4.55 12 6.36 20 7.37 17 8.27 9 8.61 7 9.02
Nedgroup Investments Global Cautious Feeder Fund 67 (10.55) 63 (3.47) 61 (0.57) 45 3.18 32 3.80 25 4.45
Nedgroup Investments Global Flexible Feeder Fund 33 (1.19) 31 3.37 39 4.49 15 8.49 5 9.73 5 10.04 1 10.88
New Road BCI Global Flexible Fund of Funds 28 0.06 21 4.31 22 7.28 14 8.52
NFB Ci Global Balanced Feeder Fund 47 (3.89)
Noble PP BCI Worldwide Flexible Fund of Funds 11 7.33 9 8.05 9 9.19
Northstar BCI Global Flexible Feeder Fund 61 (8.00) 51 0.04 46 3.61 32 6.17 16 7.18
Northstar BCI Global Flexible Fund 62 (8.13) 50 0.06 45 3.66 28 6.33 14 7.32 9 8.78
Numoro AQUA Global Multi-Asset Actively Managed ETF 31 (0.54) 28 3.69
Palmyra BCI Global Flexible Fund of Funds 41 (2.85) 53 (0.16) 54 2.29 43 4.27
Personal Trust PTI Global SM Opportunities Feeder Fund 44 (3.57) 46 0.96 43 3.71
PMK Global Flexible Prescient Fund of Funds 36 (1.62) 36 2.51 38 4.54 30 6.18 19 6.89
PortfolioMetrix BCI Global Diversified Feeder Fund 39 (2.15) 37 2.35 36 5.06 24 6.61
Prescient Foord International Feeder Fund 7 16.78 6 13.42 8 9.56
Prime Global Balanced Flexible Feeder Fund 17 2.15 26 3.84 26 6.18
PSG Global Flexible Feeder Fund 4 18.37 5 14.08 5 11.33 4 12.26 1 13.10 4 11.51
PSG Investment Management Global Flexible Feeder Fund 54 (4.49) 60 (2.29) 60 (0.15)
PSG Wealth Global Flexible Feeder Fund 49 (4.03) 43 1.35 44 3.66 39 5.14 26 6.17 13 7.54
PSG Wealth Global Moderate Feeder Fund 50 (4.07) 48 0.38 50 2.95 40 4.88 28 5.62 20 6.28 5 7.82
Quantum BCI Worldwide Flexible Fund of Funds 40 (2.21) 38 2.09 33 5.14 25 6.53 20 6.87 16 7.00
Rozendal Global Prescient Feeder Fund 2 25.16 2 17.92 2 15.38 2 15.75
Salvo BCI Global Managed Feeder Fund 66 (9.45) 58 (1.84) 53 2.40 37 5.39
Select Manager BCI Global Moderate Fund of Funds 16 2.38 14 5.98 19 7.47 16 8.40 11 8.37 12 8.07 2 8.73
Sequoia BCI Global Flexible Fund of Funds 30 (0.21) 30 3.39 32 5.33
SIS International Flexible Fund of Funds 68 (11.87) 64 (5.44) 62 (1.61) 47 0.32 34 2.04
Star BCI Global Growth Feeder Fund 56 (4.81) 45 0.96 40 4.14
Sygnia International Flexible Fund of Funds 45 (3.76) 44 1.31 37 4.65 26 6.42 17 7.13 11 8.07
Synergy Ci Global Flexible Growth Feeder Fund 64 (9.12) 61 (2.76) 56 1.41 36 5.40
ThinkCell BCI Global Marathon Fund 18 1.90 17 4.55 11 8.96 5 11.32 2 11.71 1 12.43
TRG Global Flexible Prescient Fund of Funds 26 0.89 16 5.54 12 8.56
Vunani BCI Global Macro Fund 65 (9.18) 59 (1.95) 51 2.79 27 6.36

224 Profile’s Unit Trusts & Collective Investments March 2026