Performance as at 31 July 2025
| UNIT TRUSTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 3B BCI Stable Fund of Funds | 12.91 | 11.56 | 11.01 | 8.23 | Multi-asset Low Equity |
| Allan Gray Balanced | 17.86 | 15.48 | 14.39 | 9.65 | Multi-asset High Equity |
| Allan Gray Bond | 15.14 | 12.03 | 10.28 | 9.27 | Int Bearing Variable Term |
| Allan Gray Equity | 19.59 | 16.87 | 16.77 | 9.36 | Equity General |
| Allan Gray Money Market | 8.49 | 8.20 | 6.67 | 7.13 | Int Bearing Money Market |
| Anchor BCI Global Equity Feeder Fund | 36.38 | 17.53 | 9.84 | – | Global Equity General |
| Anchor BCI Global Technology | 24.03 | 19.50 | 5.81 | – | Global Equity General |
| BCI 36ONE BCI Flexible Opportunity | – | – | – | – | Multi-asset Flexible |
| BCI Centaur BCI Flexible Fund | 11.90 | 16.75 | 16.23 | 11.10 | Multi-asset Flexible |
| BCI Fundsmith Equity Feeder | 5.81 | 12.05 | 8.27 | – | Global Equity General |
| BCI Sasfin BCI Flexible Income | 11.64 | 10.49 | 9.84 | 9.73 | Multi-asset Income |
| BlueAlpha BCI Balanced | 10.73 | 13.09 | 11.99 | – | Multi-asset High Equity |
| BlueAlpha BCI Equity | 13.77 | 12.02 | 10.61 | 7.50 | Equity General |
| BlueAlpha BCI Global Equity | 12.85 | 16.05 | 10.80 | 13.72 | Global Equity General |
| Cadiz BCI Absolute Yield | 10.70 | 9.76 | 8.40 | 8.04 | Multi-asset Income |
| Palmyra Asset Management BCI Balanced | 9.66 | 9.22 | 7.81 | 7.69 | Multi-asset High Equity |
| Cadiz BCI Enhanced Income | 8.45 | 8.28 | 6.84 | 7.23 | Multi-asset Income |
| Palmyra Asset Management BCI Equity | 13.64 | 11.32 | 8.81 | 5.33 | Equity General |
| Cadiz BCI Money Market | 15.35 | 12.97 | 11.30 | 6.87 | Int Bearing Money Market |
| Palmyra Asset Management BCI Stable | 13.40 | 10.70 | 9.32 | 7.36 | Multi-asset Low Equity |
| Prescient Balanced | 11.66 | 12.22 | 9.88 | 9.57 | Multi-asset High Equity |
| Prescient Core All Share Equity | 17.59 | 14.57 | 13.07 | 9.33 | Equity General |
| Prescient Core Capped Equity | 25.44 | 17.34 | 16.67 | – | Equity General |
| Prescient Core Equity | 26.43 | 17.74 | 15.16 | – | Equity General |
| Prescient Income Provider | – | – | – | – | Multi-asset Income |
| Satrix Balanced Index | 17.18 | 13.94 | 13.88 | 9.26 | Multi-asset High Equity |
| Satrix MSCI World Equity index feeder | 14.26 | 18.68 | 14.20 | 13.69 | Global Equity General |
| Satrix Property Index | 23.73 | 17.74 | 17.83 | 2.49 | Real Estate General |
| Satrix Smartcore Index | 20.67 | 13.66 | 15.06 | – | Equity General |
| Sygnia 4th Industrial Revolution Global Equity | 22.55 | 15.83 | 10.72 | – | Global Equity General |
| Sygnia FAANG Plus Equity | -12.54 | 2.65 | – | – | Global Equity General |
| Sygnia Health Innovation Global Equity | 11.60 | 13.48 | 7.75 | 10.12 | Global Equity General |
| Sygnia International Flexible Fund of Funds | 13.62 | 12.58 | 10.59 | 8.86 | Global Multi-asset Flexible |
| Sygnia Skeleton Balanced 40 | 15.32 | 13.64 | 11.62 | 8.97 | Multi-asset Low Equity |
| Sygnia Skeleton Balanced 60 | 37.43 | 41.62 | 23.87 | – | Multi-asset Medium Equity |
| Sygnia Money Market | 8.25 | 8.27 | 6.72 | – | Int Bearing Money Market |
| Sygnia Skeleton Balanced 70 | 16.65 | 14.46 | 12.36 | 9.02 | Multi-asset High Equity |
- No data in a field means that either no data has been provided to us, and/or the fund still younger than 13 months.
- We are firm believers in the concept of disciplined investing for the long term. We therefore ignore reporting short term volatility, ie: any term under 12 months.
- Performance is annualised and net of the fund and/or portfolio manager’s total fees and expenses.
- Performance does not include the costs of administration. Different products may be subjected to different administration fees. Click here for our product administration fees.
- Data provided by Profile Data, FE Analytics and IRESS.