Page 250 - 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 (%)
South African—Real Estate—General (48)
10X SA Property Income ETF 20 34.00 14 27.80 15 26.01 4 20.57
10X SA Property Index Fund 5 35.98 4 29.16 5 27.02
1NVEST Capped Property Index Tracker Fund 18 34.15 16 27.77 9 26.29 13 20.04 17 15.60 21 9.18
1NVEST SA Property ETF 34 32.88 28 26.76 20 25.52 16 19.92 13 15.96 12 10.07
AF Investments Property Equity Unit Trust 38 32.09 31 26.44 27 25.14 21 19.26 22 15.23 17 9.60 3 8.69
All Weather BCI Property Fund 3 37.11
Ampersand BCI Property Fund 22 33.77 24 26.98 22 25.37
Amplify SCI Property Equity Fund 2 37.23 2 30.52 1 28.78 1 22.21 1 18.10 2 12.06
Anchor BCI Property Fund 43 24.96 42 19.92 42 18.29 35 13.82 32 11.16 27 6.89
Ashburton Property Fund 35 32.81 34 26.09 34 24.69 29 18.85 27 14.70
Catalyst SCI Flexible Property Fund 46 13.53 43 13.23 43 14.09 36 11.90 33 10.49 25 7.53
Catalyst SCI SA Property Equity Fund 27 33.36 13 27.87 12 26.21 12 20.07 11 16.09 10 10.14 2 9.09
Coronation Property Equity Fund 23 33.74 21 27.28 24 25.26 19 19.30 24 15.14 19 9.26 5 8.32
Curate Momentum Flexible Property Fund 45 16.88
Discovery Flexible Property Fund 17 34.23 23 27.14 25 25.25 20 19.26 19 15.51 15 9.73
FNB Multi Manager Property Fund 42 28.22 38 23.96 38 23.15
Harvard House BCI Property Fund 8 35.53 10 28.18 16 25.94 15 20.02 3 16.99 1 12.14
Hollard BCI Property Fund 10 35.23 7 28.62 7 26.77 6 20.55 6 16.55 5 11.04
Investec BCI Property Fund 31 33.01 27 26.76 31 24.84 27 18.96
M&G Property Fund 26 33.46 18 27.74 8 26.36
Marriott Property Income Fund 41 28.54 39 23.20 40 21.16 33 15.96 30 12.56 24 8.03 8 6.15
Metope Property Income Prescient Fund 1 40.35 1 31.26 2 27.89 7 20.43
Metope Property Prescient Fund 13 34.98 20 27.49 21 25.39 26 19.03 23 15.17 16 9.67
Momentum Real Growth Property Fund 33 32.89 29 26.51 28 25.06 25 19.07 25 14.98 20 9.24 6 8.06
Momentum Real Growth Property Index Fund 19 34.04 17 27.75 11 26.27 14 20.04 14 15.85
Momentum SA Real Growth Property Fund 36 32.57 33 26.19 32 24.79 28 18.90 26 14.76
MSM Property 27four Fund 30 33.13 36 25.32 36 23.75 32 17.82 29 14.41
Nedgroup Investments Property Fund 4 36.65 8 28.51 26 25.14 22 19.08 18 15.52 22 8.97
Ninety One Property Equity Fund 11 35.17 12 27.90 18 25.90 17 19.90 9 16.13 13 10.04 4 8.69
Noble PP BCI Property Fund 37 32.20 37 24.53 39 21.85
Oasis Property Equity Fund 40 29.11 40 22.49 41 20.65 34 15.03 31 11.71 26 6.89 9 5.49
Old Mutual SA Quoted Property Fund 12 35.13 19 27.65 14 26.03 10 20.15 7 16.51 6 10.86 1 9.39
Palmyra BCI Property Fund 28 33.20 32 26.20 33 24.75 24 19.08 20 15.45
Plexus Wealth BCI Property Fund 9 35.49 9 28.27 13 26.04 11 20.10 5 16.84 7 10.70
PortfolioMetrix BCI SA Property Fund 6 35.88 3 29.57 3 27.84 2 21.44 2 17.43 3 11.79
Prescient Property Equity Fund 44 22.66 41 22.15 37 23.23 30 18.70 15 15.73 11 10.13
Prime Property Fund 32 33.00 30 26.49 29 25.04 18 19.40 16 15.62 14 9.76
Reitway Global Property Diversified Prescient ETF 48 (13.78) 45 (5.51)
Reitway Global Property ESG Prescient ETF 47 (10.37) 44 (2.93)
Sanlam Investment Management SCI Property Fund 39 30.97 35 25.80 35 24.52 23 19.08 21 15.24 18 9.31 7 7.46
Satrix Property ETF 16 34.43 6 28.63 6 27.00 5 20.56 12 16.07
Satrix Property Index Fund 25 33.49 22 27.19 17 25.92 9 20.15 10 16.12 9 10.16
Sesfikile BCI Property Fund 7 35.53 5 28.98 4 27.14 3 20.82 4 16.86 4 11.35
STANLIB Institutional Property Income Fund 24 33.65 25 26.91 23 25.32
STANLIB Property Income Fund 21 33.99 26 26.81 30 24.87 31 18.52 28 14.42 23 8.64
Starfunds.ai BCI Property Fund of Funds 14 34.80 11 28.05 19 25.89
Sygnia Listed Property Index Fund 15 34.53 15 27.77 10 26.29 8 20.36 8 16.25 8 10.24
Terebinth SCI SA Property Fund 29 33.14
Arithmetic Average 30.78 25.23 24.95 19.12 15.31 9.76 7.93
Median Rate of Return 33.57 27.14 25.37 19.35 15.60 9.76 8.32
Standard Deviation 10.08 6.98 2.54 2.00 1.66 1.35 1.25
Worldwide—Equity—General (12)
Ashburton Global Leaders ZAR Equity Feeder Fund 12 (35.65) 10 (18.57) 10 (9.10) 10 (0.79)
BCI Enhanced Equity Fund 1 40.43 1 30.91 1 25.03 1 19.77 1 18.34 1 15.73
BCI Value Fund 11 3.46 9 8.08 9 9.63 8 10.37 6 10.16

248 Profile’s Unit Trusts & Collective Investments March 2026