Page 254 - Profile's Unit Trusts & Collective Investments - March 2026

Top performers – Domestic Statistics

Top performers to 31 January 2026 Top performers to 31 January 2026
(based on a lump sum investment in rand terms) (based on a level monthly investment in rand terms)
One Year (NAV) % One Year (NAV) %
Old Mutual Gold Fund 143.67 Prowess Balanced 27four Fund 103.16
Satrix RESI ETF 132.48 Satrix RESI ETF 99.93
Momentum Resources Fund 111.6 Old Mutual Gold Fund 99.28
Prowess Balanced 27four Fund 108.87 Sanlam Investment Management SCI Resources Fund 91.49
Sanlam Investment Management SCI Resources Fund 104.72 Ninety One Commodity Fund 90.73
Two Years (NAV) % Two Years (NAV) %
Old Mutual Gold Fund 86.29 Old Mutual Gold Fund 75.58
Satrix RESI ETF 63.76 Satrix RESI ETF 67.72
1nvest Capped SWIX ETF 63.12 Prowess Balanced 27four Fund 63.3
Prowess Balanced 27four Fund 54.93 Momentum Resources Fund 60.33
Momentum Resources Fund 52.33 Sanlam Investment Management SCI Resources Fund 56.65
Three Years (NAV) % Three Years (NAV) %
Old Mutual Gold Fund 58.94 Old Mutual Gold Fund 57.59
Raven BCI Worldwide Flexible Fund 45.21 Satrix RESI ETF 47.29
1nvest Capped SWIX ETF 36.76 1nvest Capped SWIX ETF 43.03
SaltLight BCI Worldwide Flexible Fund 36.28 Momentum Resources Fund 41.83
Sygnia FANG.AI Equity Fund 33.8 Sanlam Investment Management SCI Resources Fund 38.26
Four Years (NAV) % Four Years (NAV) %
Old Mutual Gold Fund 49.33 Old Mutual Gold Fund 50.45
1nvest Capped SWIX ETF 29.8 1nvest Capped SWIX ETF 36.2
Raven BCI Worldwide Flexible Fund 25.71 Satrix RESI ETF 35.66
Blue Quadrant Worldwide Flexible Prescient Fund 23.22 Momentum Resources Fund 31.06
Sygnia FANG.AI Equity Fund 22.64 Raven BCI Worldwide Flexible Fund 30.68
Five Years (NAV) % Five Years (NAV) %
Blue Quadrant Worldwide Flexible Prescient Fund 37.66 Old Mutual Gold Fund 43.53
Old Mutual Gold Fund 34.74 1nvest Capped SWIX ETF 31.13
PSG SA Equity Fund 26.38 Satrix RESI ETF 29.54
1nvest Capped SWIX ETF 26.1 Momentum Resources Fund 26.3
Sanlam Investment Management SCI Resources Fund 24.06 Raven BCI Worldwide Flexible Fund 25.23
Seven Years (NAV) % Seven Years (NAV) %
Old Mutual Gold Fund 37.8 Old Mutual Gold Fund 34.83
1NVEST S&P 500 Info Tech Index Feeder ETF 29.3 Blue Quadrant Worldwide Flexible Prescient Fund 27.84
1NVEST S&P 500 Info Tech Index Feeder Fund 28.79 1nvest Capped SWIX ETF 25.44
Blue Quadrant Worldwide Flexible Prescient Fund 27.97 Satrix RESI ETF 25.17
Sanlam Investment Management SCI Resources Fund 27.82 Sanlam Investment Management SCI Resources Fund 24.41
Ten Years (NAV) % Ten Years (NAV) %
Coronation Resources Fund 27 Old Mutual Gold Fund 28.94
Sanlam Investment Management SCI Resources Fund 25.36 Sanlam Investment Management SCI Resources Fund 23.02
Old Mutual Gold Fund 25.15 Blue Quadrant Worldwide Flexible Prescient Fund 22.51
Nedgroup Investments Mining & Resource Fund 24.08 Coronation Resources Fund 21.98
Ninety One Commodity Fund 24.03 Satrix RESI ETF 21.93
Fifteen Years (NAV) % Fifteen Years (NAV) %
Sygnia Itrix MSCI USA Index ETF 19 Old Mutual Gold Fund 20.75
Old Mutual Global Equity Fund 17.57 Sanlam Investment Management SCI Resources Fund 17.63
Sygnia Itrix MSCI World Index ETF 16.3 Coronation Resources Fund 17.62
Allan Gray-Orbis Global Equity Feeder Fund 16.22 Ninety One Commodity Fund 17.25
1nvest Capped SWIX ETF 15.17 Nedgroup Investments Mining & Resource Fund 16.92
Twenty Years (NAV) % Twenty Years (NAV) %
Coronation Resources Fund 14.69 Old Mutual Gold Fund 16.16
Ninety One Commodity Fund 14.44 Coronation Resources Fund 14.87
Nedgroup Investments Mining & Resource Fund 14.26 Ninety One Commodity Fund 14.57
Allan Gray-Orbis Global Equity Feeder Fund 14.21 Nedgroup Investments Mining & Resource Fund 14.37
36ONE BCI Flexible Opportunity Fund 14.15 Old Mutual Global Equity Fund 14.17
Twenty-Five Years (NAV) % Twenty-Five Years (NAV) %
Coronation Resources Fund 18.04 Coronation Resources Fund 15.54
Ninety One Commodity Fund 17.73 Nedgroup Investments Mining & Resource Fund 15.25
Ninety One Value Fund 16.99 Old Mutual Gold Fund 14.22
Nedgroup Investments Mining & Resource Fund 16.96 Nedgroup Investments Financials Fund 14.15
Coronation Industrial Fund 16.09 Coronation Industrial Fund 13.95
Thirty Years (NAV) % Thirty Years (NAV) %
Ninety One Commodity Fund 19.32 Ninety One Commodity Fund 17.57
Nedgroup Investments Mining & Resource Fund 18.86 Nedgroup Investments Mining & Resource Fund 16.82
Momentum Resources Fund 14.77 Old Mutual Gold Fund 14.33
Ninety One Equity Fund 14.25 Momentum Resources Fund 14.02
Old Mutual Gold Fund 14.07 Ninety One Equity Fund 13.39
In calculating lump sum performance figures the initial charges are not deducted (NAV basis). In calculating annuity performance figures, Profile’s Maximum Entry Value (MEV) is
used as the buy price, which takes maximum initial costs into account (After Costs basis). Annual service charges are deducted in all calculations. Dividends are reinvested on the
reinvestment date at the reinvestment price.
Figures shown are nominal annual compound returns. RNK means ranking. The investment returns quoted for funds with multiple classes of units (ie, A and R units) reflect the return
for the class of unit available to new investors at the start of the relevant period. Funds with more than one retail class are marked with an asterisk.

252 Profile’s Unit Trusts & Collective Investments March 2026