Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
10X Moderate Fund | South African–Multi Asset–Medium Equity
Reg Compliant
148.2554    -0.1621    (-0.109%)
NAV price (ZAR) Tue 10 Nov 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 116 Rand-denominated South African--Multi Asset--Medium Equity 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 (multi asset) 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--Multi Asset--Medium Equity 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 1 Mar 2019
Fund Size (ZAR) 3 723 646 612
Latest Price 148.26
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.61%
Minimum InvestmentR1 000
TTM Distribution Yield 3.99%
Fund Objective
The 10X Medium Equity Index Fund shall be a medium equity portfolio. The primary investment objective of the 10X Medium Equity Index Fund is to track as closely as possible, the performance of the 10X Medium Equity Index, a published multi-asset medium equity composite index that is diversified across a number of constituent indices, and calculated and published daily by a recognised index compiler. The 10X Medium Equity Index Fund in tracking the 10X Medium Equity Index shall maximise medium to long term capital growth through a spectrum of investments in the equity, bond, money and property markets with less expected volatility than a high equity fund....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities30.20%  
 Foreign Equities21.90%  
 SA Bonds25.00%  
 Foreign Bonds10.70%  
 SA Property3.20%  
 Foreign Property0.00%  
 SA Cash6.70%  
 Foreign Cash2.30%  
Top Holdings as at 30 Sep 2026
SecurityUnitsValue (Rm)% of Fund
FOREIGNBO 0 471.8012.96%
10XDE 3 558 677 380.2410.45%
10XGBD 2 432 228 263.707.24%
GLODIV 8 468 920 169.214.65%
ISHARESDEVWRL 97 245 142.673.92%
10X60D 821 697 132.473.64%
ISHARESP5EQUW 883 191 110.573.04%
FRS403 64 644 504 94.602.60%
10XILD 856 739 87.182.39%
ISGLBREITETF 164 971 69.731.92%
Totals  1 922.1652.81%
Recently viewed
10 Nov148.26-0.16-0.11% 
10 Nov10.14+0.01+0.07% 
10 Nov2.44+0.01+0.31% 
10 Nov11.90+0.02+0.15% 
10 Nov1.22-0.00-0.14% 
10 Nov2.44+0.01+0.39% 
Watchlists
Portfolios