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10X SA Equity Fund | South African–Equity–General
169.2075    -0.7891    (-0.464%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 154 Rand-denominated South African--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 29 Oct 2021
Fund Size (ZAR) 2 444 043 660
Latest Price 169.21
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.42%
Minimum InvestmentR1 000
TTM Distribution Yield 2.84%
Fund Objective
The 10X SA Equity Fund is designed to offer long-term capital growth provided by South African equities whilst limiting the concentration in any single share. The 10X Top 60 SA Equity Index consists of the 60 largest JSE-listed shares, with a 6% cap applied at the semi-annual rebalance, to limit concentration in any single share. The Fund is ideal for clients looking for a more diversified and prudently risk-managed core SAequity building block in their portfolios.
Asset Classes and Holdings
Asset Classes
 SA Equities83.74%  
 Foreign Equities0.00%  
 SA Bonds10.89%  
 Foreign Bonds0.00%  
 SA Property4.23%  
 Foreign Property0.00%  
 SA Cash1.14%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
ASC148 175 000 000 269.6110.89%
GFIELDS 215 976 164.256.63%
NASPERS-N 186 710 160.946.50%
ANGGOLD 82 546 135.575.47%
FIRSTRAND 1 246 377 110.594.47%
STANBANK 321 406 97.853.95%
CAPITEC 21 378 88.133.56%
MTN GROUP 430 443 84.133.40%
VALTERRA 58 231 81.583.29%
EQUITY 0 58.162.35%
Totals  1 250.8150.51%
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29 Apr169.21-0.79-0.46% 
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