Page 281 - Profile's Unit Trusts & Collective Investments - March 2026

Statistics Offshore unit trusts performance figures

Table 1: Lump sum 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)
Offshore Funds (578) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%) RNK (%)
Nedgroup Investments Global Cautious Fund 32 (4.00) 33 3.73 17 4.69 21 6.13 11 3.41 7 8.61
Nedgroup Investments Global Cautious Fund C GBP 7 6.14 9 7.37 20 4.44 20 6.25
NFB Global Balanced Fund of Funds (USD) - A 25 (1.99)
Ninety One GSF Global Managed Income Fund (Euro Hedged) 9 3.64 34 3.65
Ninety One GSF Global Managed Income Fund A Acc 40 (7.81) 40 2.08 24 3.56 25 5.86 12 3.36
Ninety One GSF Global Managed Income Fund I GBP 10 2.26 17 5.99
Oasis Crescent Global Low Equity Balanced Fund 8 4.59 15 6.04 7 6.20
Oasis Crescent Global Medium Equity Balanced Fund 5 7.30 12 7.20 4 7.22
OMMM Global Moderate A USD*
Orbis SICAV Global Cautious (USD) - B 4 8.01
Orbis SICAV Global Cautious Fund (USD) (RRFC) 4 8.01 5 8.88 1 9.70 3 9.76
Peregrine Global Low Equity (USD) - R 31 (3.92) 19 5.68
PMK Wealth Global Cautious Fund 23 (1.43) 21 5.44
Prescient Global Positive Return (Euro) Fund 6 6.47 7 8.47 13 5.17 16 6.51 16 2.76 16 6.97 8 5.61
PTI Global Select Managers Cautious Fund 36 (5.75) 35 3.46 26 3.18 23 6.08 13 3.18
Sarasin IE Multi Asset - Strategic (USD) 44 (9.02) 36 3.36 31 2.61 13 7.09 7 4.37 4 9.42
Sarasin IE Multi Asset Defensive Fund (GBP) 20 (1.12) 26 4.86 36 1.30 29 5.10 21 1.63 14 7.61 7 6.35
Standard Global Stable Fund (GBP) 24 (1.50) 6 8.80 22 4.11 15 6.82
Standard Global Stable Fund (USD) 35 (5.10) 25 4.88 12 5.31 8 7.64
STANLIB Global Balanced Cautious Fund 43 (8.85) 39 2.79 35 1.57 26 5.84 15 3.11 15 7.55 6 6.69
STANLIB Global Balanced Cautious Fund (USD) - B1 42 (8.59) 37 3.21 34 2.27 17 6.36
VAM Cautious Fund 22 (1.36) 27 4.76 32 2.49 19 6.26
Wealthworks Global Flexible Fund (USD) - A 27 (2.47) 16 5.99 6 6.31
Arithmetic Average (0.74) 5.58 4.48 6.95 3.68 8.54 6.80
Median Rate of Return (1.36) 5.44 4.51 6.67 3.38 8.35 6.74
Standard Deviation 5.33 2.52 2.05 1.59 1.34 1.16 0.68
Global—Equity—Emerging Markets (33)
All Weather Capital Global Emerging Markets Fund (USD) - C1 6 27.45 9 13.81
Allan Gray Frontier Markets Equity Fund 2 36.46 1 26.99 1 20.32
Artisan Developing World Fund 33 (13.85) 18 11.05 24 (1.14) 2 14.61
Baillie Gifford Emerging Markets Leading Companies Fund 5 27.49 12 13.24 17 3.83 3 12.84
Coronation Global Emerging Markets Fund A 24 8.30 24 7.39 23 (1.05) 19 7.49 10 7.03 6 8.98
Coronation Global Emerging Markets Fund B 23 8.34
Curate Global Emerging Markets Equity Fund (USD) - I 13 22.32 8 14.44
Curate Global Emerging Markets Equity Fund (USD) - R 16 22.08
Franklin MENA Fund 31 (5.87) 23 7.44 4 10.77 11 11.17 7 8.42 2 12.16
GQG Partners Emerging Markets Equity Fund 29 (0.55) 17 11.27 16 3.98 7 11.50
GQG Partners Emerging Markets Equity Fund USD I 28 0.03 15 11.92 14 4.61 5 12.19
iShares Core MSCI EM IMI UCITS ETF 14 22.17 10 13.75 10 7.21 8 11.45
iShares Edge MSCI EM Minimum Volatility UCITS ETF 26 2.13 22 7.64 12 5.67 18 7.57
iShares Emerging Markets Dividend UCITS ETF 21 10.76 25 7.38 21 0.30 21 0.51
iShares Emerging Markets Equity Index Fund (USD) - F2 7 26.11 11 13.60 11 6.31 16 8.43 5 9.84
M&G (Lux) Global Sustain Paris Aligned Fund (USD) - C 30 (3.92) 20 10.66
Nedgroup Investments Global Emerging Markets Equity Fund 9 24.14 19 10.70 19 3.54
Ninety One GSF Emerging Markets Equity Fund 4 29.71 5 16.08 8 7.31 9 11.43 6 9.65
Orbis SICAV Emerging Markets Equity Fund 1 38.10 2 20.33 3 12.38 1 14.73 1 11.15 1 13.24 1 13.84
Peregrine Emerging Market Equity Fund (USD) - R 17 20.09 16 11.62
Riscura Emerging Markets Equity Fund (USD) - A 11 23.07
Sands Capital Emerging Markets Growth Fund (USD) - A 25 6.07
Satrix Emerging Markets Equity Tracker Fund 15 22.17 13 12.61 13 4.98 13 9.93
SIM Global Emerging Markets Fund 20 17.69 21 9.46 18 3.76 17 8.41
STANLIB Global Emerging Markets Fund 12 22.91 7 14.73 20 1.24 12 10.72 11 6.67 7 8.51 2 10.70
Steyn Capital Global Emerging Markets Fund (USD) - A 19 18.02
T Rowe Price Emerging Markets Discovery Equity Fund 8 26.07 6 15.25 5 9.88 10 11.19 3 10.50

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