Performance as at 30 June 2025
| UNIT TRUSTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 3B BCI Stable Fund of Funds | 13.89 | 11.64 | 11.03 | 8.19 | Multi-asset Low Equity |
| Allan Gray Balanced | 20.04 | 15.23 | 14.19 | 9.58 | Multi-asset High Equity |
| Allan Gray Bond | 16.85 | 12.61 | 9.96 | 9.25 | Int Bearing Variable Term |
| Allan Gray Equity | 21.91 | 16.66 | 16.66 | 9.25 | Equity General |
| Allan Gray Money Market | 8.57 | 8.13 | 6.63 | 7.12 | Int Bearing Money Market |
| Anchor BCI Global Equity Feeder Fund | 28.52 | 17.88 | 10.71 | – | Global Equity General |
| Anchor BCI Global Technology | 18.29 | 21.83 | 6.31 | – | Global Equity General |
| BCI 36ONE BCI Flexible Opportunity | – | – | – | – | Multi-asset Flexible |
| BCI Centaur BCI Flexible Fund | 10.34 | 16.51 | 15.62 | 10.71 | Multi-asset Flexible |
| BCI Fundsmith Equity Feeder | 2.68 | 15.01 | 9.07 | – | Global Equity General |
| BCI Sasfin BCI Flexible Income | 13.20 | 10.57 | 9.77 | – | Multi-asset Income |
| BlueAlpha BCI Balanced | 9.26 | 13.05 | 11.52 | – | Multi-asset High Equity |
| BlueAlpha BCI Equity | 16.64 | 12.95 | 10.54 | 7.48 | Equity General |
| BlueAlpha BCI Global Equity | 9.33 | 16.77 | 10.38 | 13.79 | Global Equity General |
| Cadiz BCI Absolute Yield | 11.48 | 9.78 | 8.26 | 8.02 | Multi-asset Income |
| Palmyra Asset Management BCI Balanced | 9.98 | 9.14 | 7.77 | 7.67 | Multi-asset High Equity |
| Cadiz BCI Enhanced Income | 8.55 | 8.22 | 6.82 | 7.23 | Multi-asset Income |
| Palmyra Asset Management BCI Equity | 12.34 | 10.55 | 8.18 | 4.81 | Equity General |
| Cadiz BCI Money Market | 14.47 | 12.92 | 10.86 | 6.58 | Int Bearing Money Market |
| Palmyra Asset Management BCI Stable | 13.60 | 10.67 | 8.92 | 7.19 | Multi-asset Low Equity |
| Prescient Balanced | 11.90 | 12.06 | 9.84 | 9.54 | Multi-asset High Equity |
| Prescient Core All Share Equity | 17.00 | 14.90 | 12.94 | 9.10 | Equity General |
| Prescient Core Capped Equity | 27.88 | 17.25 | 16.81 | – | Equity General |
| Prescient Core Equity | 28.71 | 17.59 | 15.16 | – | Equity General |
| Prescient Income Provider | – | – | – | – | Multi-asset Income |
| Satrix Balanced Index | 17.03 | 14.28 | 13.68 | 9.09 | Multi-asset High Equity |
| Satrix MSCI World Equity index feeder | 12.46 | 20.20 | 14.36 | 13.92 | Global Equity General |
| Satrix Property Index | 23.32 | 19.20 | 16.00 | 2.53 | Real Estate General |
| Satrix Smartcore Index | 20.75 | 12.97 | 14.86 | – | Equity General |
| Sygnia 4th Industrial Revolution Global Equity | 12.84 | 17.18 | 10.90 | – | Global Equity General |
| Sygnia FAANG Plus Equity | -11.51 | 3.80 | – | – | Global Equity General |
| Sygnia Health Innovation Global Equity | 7.59 | 13.64 | 7.81 | 9.91 | Global Equity General |
| Sygnia International Flexible Fund of Funds | 13.74 | 12.69 | 10.48 | 8.87 | Global Multi-asset Flexible |
| Sygnia Skeleton Balanced 40 | 15.32 | 13.75 | 11.60 | 8.92 | Multi-asset Low Equity |
| Sygnia Skeleton Balanced 60 | 24.06 | 42.01 | 24.66 | – | Multi-asset Medium Equity |
| Sygnia Money Market | 8.40 | 8.17 | 6.67 | – | Int Bearing Money Market |
| Sygnia Skeleton Balanced 70 | 16.62 | 14.54 | 12.38 | 8.91 | 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.