Page 229 - Profile's Unit Trusts & Collective Investments - March 2026

Statistics Domestic unit trusts performance figures

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 (%)
Hangala Capital Absolute Balanced Fund 12 21.18 14 17.12 15 15.13 13 13.07 10 12.21 8 10.38
Hangala Capital Income Provider Fund 27 11.41 27 10.77 28 10.49 25 9.61 24 8.73 21 8.13
Hangala Capital Money Market Fund 42 7.21 41 7.54 42 7.75 37 7.40 36 6.94 32 6.81
M&G Namibian Balanced Fund 17 18.66 13 17.15 14 15.39 10 13.40 9 12.29 6 10.55
M&G Namibian Enhanced Income Fund 30 10.82 33 9.61 33 9.33 30 8.57 30 7.70 29 7.12
M&G Namibian Inflation Plus Fund 25 13.09 24 12.56 24 11.84 20 11.03 20 10.25 17 9.11 7 9.06
M&G Namibian Money Market Fund 47 6.93 49 7.27 49 7.51 44 6.93 45 6.24 40 6.11
NAM Coronation Balanced Defensive Fund 26 11.47 25 12.38 23 11.97 22 10.95 21 10.22 18 9.09
NAM Coronation Balanced Plus Fund 21 15.39 18 15.90 13 15.59 9 13.76 7 13.02 4 11.14
NAM Coronation Capital Plus Fund 23 13.89 20 14.78 19 14.02 18 12.25 15 11.29 12 9.69
NAM Coronation Money Market Fund 50 6.84 50 7.21 51 7.48 41 7.15 40 6.67
NAM Coronation Optimum Growth Fund 56 (4.82) 54 6.02 37 8.67
NAM Coronation Strategic Income Fund 31 10.70 29 10.42 30 10.35 27 9.49 26 8.64 22 8.12
Ninety One Namibia High Income Fund 35 9.37 35 9.12 35 9.07 29 8.59 27 7.99 24 7.76 11 7.21
Ninety One Namibia Managed Fund 13 20.78 11 17.90 12 15.69 11 13.20 11 12.01 5 10.59 3 10.33
Old Mutual Namibia Dynamic Floor Fund 22 14.54 23 12.75 25 11.29 33 8.45 33 7.14 42 5.77 19 5.48
Old Mutual Namibia Enhanced Income Fund 28 11.29 31 10.09 32 9.58 32 8.46 32 7.58 28 7.23 13 6.88
Old Mutual Namibia Growth Fund 3 39.33 2 30.72 2 25.47 1 19.86 1 16.72 1 13.00 2 10.51
Old Mutual Namibia Income Fund 33 10.37 34 9.45 34 9.15 31 8.53 29 7.85 25 7.58 10 7.26
Old Mutual Namibia Managed Fund 15 19.38 17 16.25 18 14.79 14 12.94 12 11.99 9 10.29 4 9.58
Old Mutual Namibia Money Market Fund 40 7.27 40 7.69 41 7.91 36 7.45 35 6.95 31 6.86
Old Mutual Namibia Property Fund 7 31.83 7 25.26 4 23.90 3 18.47 5 14.48
Old Mutual Namibia Real Income Fund 24 13.66 26 12.07 26 11.04 24 9.67 25 8.67 23 7.84
Old Mutual Namibia World Wide Equity Fund 54 1.51 55 1.44 55 0.10 49 (1.85) 47 (2.87)
Old Mutual Nedbank Namibia Corporate Fund 43 7.15 44 7.45 45 7.63 38 7.31 37 6.83 33 6.69 15 6.56
Sanlam Namibia Active Fund 32 10.43 32 10.02 31 9.79 28 8.77 28 7.98 26 7.52
Sanlam Namibia All Namibian Fund 18 17.98 22 14.46 20 13.78 15 12.62 14 11.30 11 9.80
Sanlam Namibia Balanced Fund 16 19.35 15 16.96 16 15.08 12 13.12 13 11.85 10 10.12 6 9.16
Sanlam Namibia Enhanced Cash Fund 41 7.21 45 7.41 46 7.54 42 7.13 42 6.53 38 6.29 18 6.13
Sanlam Namibia Floating Rate Fund 39 7.41 38 7.83 40 8.05 35 7.63 34 7.08 30 6.98
Sanlam Namibia General Equity Fund 4 37.20 3 29.36 5 23.38 4 18.17 2 15.95 2 12.56 1 10.61
Sanlam Namibia Global Trust 53 2.19 53 6.29 39 8.58 26 9.54 22 9.47 16 9.17 5 9.24
Sanlam Namibia Inflation Linked Fund 34 10.23 30 10.36 29 10.36 23 9.69 23 9.02 20 8.24 9 8.13
Sanlam Namibia Money Market Fund 48 6.91 47 7.28 47 7.53 39 7.18 38 6.72 34 6.62 16 6.50
Sanlam Namibia Value Fund 5 33.45 6 25.59 6 21.16 5 16.66 3 15.26 3 12.06
Standard Bank Namibia Cash Plus Fund 52 6.10 52 6.59 53 6.98 45 6.85 44 6.37 39 6.27
Standard Bank Namibia Income Fund 36 8.74 36 8.77 36 8.84 34 8.24 31 7.61 27 7.39 12 7.11
Standard Bank Namibia Inflation Plus Fund 19 17.77 19 15.25 21 13.54 19 12.04 18 10.80 15 9.36
Standard Bank Namibia Managed Fund 10 21.50 16 16.52 17 15.03 17 12.32 17 10.81 14 9.38 8 9.04
Standard Bank Namibia Money Market Fund 49 6.90 48 7.28 50 7.51 40 7.17 39 6.70 35 6.62
Arithmetic Average 14.90 13.11 12.23 10.43 9.46 8.47 7.99
Median Rate of Return 11.16 10.44 10.49 9.61 8.73 8.13 7.26
Standard Deviation 11.14 7.33 5.71 4.07 3.44 1.88 1.59
South African—Equity—Financial (5)
Coronation Financial Fund 4 32.63 3 26.50 2 24.04 3 19.28 4 16.44 5 11.94 4 10.65
Momentum Financials Fund 3 34.88 4 25.82 4 22.45 4 19.18 3 17.03 3 12.91 2 11.47
Nedgroup Investments Financials Fund 5 30.99 5 24.66 5 21.21 2 19.37 2 17.39 1 13.42 1 12.63
Sanlam Investment Management SCI Financial Fund 2 35.03 2 26.52 3 23.53 5 19.14 5 16.24 4 11.95 5 10.14
Satrix FINI ETF 1 35.71 1 26.99 1 24.27 1 20.46 1 17.62 2 13.28 3 11.17
Arithmetic Average 33.85 26.10 23.10 19.49 16.94 12.70 11.21
Median Rate of Return 34.88 26.50 23.53 19.28 17.03 12.91 11.17
Standard Deviation 1.77 0.81 1.14 0.49 0.53 0.64 0.84
South African—Equity—General (126)
10X S&P SA Top 50 ETF 12 43.39 15 33.11 15 26.21 10 19.99 7 18.19 4 15.09
10X Top 60 SA Equity Index Fund 25 41.59 21 32.42 18 26.05
10X Wealth Next 40 Equal Weighted ETF 79 30.93 85 21.71
10X Wealth Top 20 Capped ETF 8 44.94 3 36.88

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