Performance as at 31 August 2025
| UNIT TRUSTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 3B BCI Stable Fund of Funds | 12.34 | 11.35 | 10.75 | 8.29 | Multi-asset Low Equity |
| Allan Gray Balanced | 20.23 | 15.98 | 14.85 | 9.92 | Multi-asset High Equity |
| Allan Gray Bond | 14.28 | 12.54 | 10.48 | 9.42 | Int Bearing Variable Term |
| Allan Gray Equity | 22.70 | 17.72 | 17.34 | 9.93 | Equity General |
| Allan Gray Money Market | 8.39 | 8.27 | 6.71 | 7.14 | Int Bearing Money Market |
| Anchor BCI Global Equity Feeder Fund | 32.12 | 16.37 | 7.83 | – | Global Equity General |
| Anchor BCI Global Technology | 26.96 | 19.92 | 4.78 | – | Global Equity General |
| BCI 36ONE BCI Flexible Opportunity | – | – | – | – | Multi-asset Flexible |
| BCI Centaur BCI Flexible Fund | 10.60 | 16.78 | 15.93 | 11.29 | Multi-asset Flexible |
| BCI Fundsmith Equity Feeder | 2.52 | 12.60 | 6.72 | – | Global Equity General |
| BCI Sasfin BCI Flexible Income | 10.98 | 10.74 | 9.86 | 9.85 | Multi-asset Income |
| BlueAlpha BCI Balanced | 9.81 | 13.42 | 11.58 | – | Multi-asset High Equity |
| BlueAlpha BCI Equity | 15.53 | 12.52 | 10.91 | 8.00 | Equity General |
| BlueAlpha BCI Global Equity | 12.99 | 16.04 | 9.61 | 13.75 | Global Equity General |
| Cadiz BCI Absolute Yield | 10.26 | 9.90 | 8.36 | 8.12 | Multi-asset Income |
| Palmyra Asset Management BCI Balanced | 9.46 | 9.30 | 7.81 | 7.74 | Multi-asset High Equity |
| Cadiz BCI Enhanced Income | 8.34 | 8.34 | 6.89 | 7.24 | Multi-asset Income |
| Palmyra Asset Management BCI Equity | 13.63 | 11.59 | 8.71 | 5.33 | Equity General |
| Cadiz BCI Money Market | 15.20 | 13.55 | 11.48 | 7.21 | Int Bearing Money Market |
| Palmyra Asset Management BCI Stable | 13.18 | 11.03 | 9.47 | 7.58 | Multi-asset Low Equity |
| Prescient Balanced | 11.31 | 12.19 | 9.84 | 9.52 | Multi-asset High Equity |
| Prescient Core All Share Equity | 16.80 | 15.35 | 13.15 | 9.67 | Equity General |
| Prescient Core Capped Equity | 27.68 | 19.01 | 17.76 | – | Equity General |
| Prescient Core Equity | 28.66 | 19.36 | 16.23 | – | Equity General |
| Prescient Income Provider | – | – | – | – | Multi-asset Income |
| Satrix Balanced Index | 16.96 | 15.15 | 14.25 | 9.59 | Multi-asset High Equity |
| Satrix MSCI World Equity index feeder | 14.51 | 18.82 | 12.94 | 13.84 | Global Equity General |
| Satrix Property Index | 17.50 | 21.04 | 20.62 | 2.75 | Real Estate General |
| Satrix Smartcore Index | 23.06 | 16.17 | 16.28 | – | Equity General |
| Sygnia 4th Industrial Revolution Global Equity | 23.39 | 15.40 | 9.18 | – | Global Equity General |
| Sygnia FAANG Plus Equity | -14.07 | 3.62 | 3.74 | – | Global Equity General |
| Sygnia Health Innovation Global Equity | 11.17 | 12.94 | 6.84 | 10.18 | Global Equity General |
| Sygnia International Flexible Fund of Funds | 13.79 | 12.94 | 10.66 | 9.00 | Global Multi-asset Flexible |
| Sygnia Skeleton Balanced 40 | 15.87 | 14.17 | 11.77 | 9.25 | Multi-asset Low Equity |
| Sygnia Skeleton Balanced 60 | 38.36 | 41.07 | 21.03 | – | Multi-asset Medium Equity |
| Sygnia Money Market | 8.10 | 8.27 | 6.76 | – | Int Bearing Money Market |
| Sygnia Skeleton Balanced 70 | 17.41 | 15.07 | 12.52 | 9.34 | 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.