Performance as at 30 September 2021

MONEY MARKET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Cadiz Absolute Yield 7.27 7.23 7.92 7.6
Cadiz Money Market 4.42 6.35 6.98 6.61
Cadiz Enhanced Income 5.55 6.82 7.27
SygniaMoney Market 4.12 5.94
FIXED INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Allan Gray Bond 10.9 8.42 8.9 8.47
FLEXIBLE INCOME 1 YEAR 3 YEAR 5 YEAR 10 YEAR
BCI Income Plus Fund 9.03 8.09 8.97
Prescient Income Provider
DOMESTIC EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Allan Gray Equity 30.24 4.82 5.22 10.34
Blue Alpha Equity 19.23 6.93 8
BCI Stable Fund of Funds 14.57 7.6 6.89
Sygnia FAANG Plus Equity 19.51 26.6
Cadiz Equity 16.33 0.03 4.4 6.2
Cadiz Stable 10.79 5.41 6.28
Prescient Core Capped Equity 29.52
Prescient Core Equity 22.36 6.2
Satrix Smartcore Index 32.47
Satrix Property Index 53.45 -7.25 -6.14
MULTI-ASSET 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Allan Gray Balanced 21.66 6.13 6.01 10.03
Blue Alpha Balance 18.83 7.5
Sygnia Skeleton Balanced 40 12.39 8.8 8.33
Sygnia Skeleton Balanced 60 15.57 9.09 8.27
Sygnia Sygnia Skeleton Balanced 70 17.73 9.36 8.13
Cadiz Balanced 14.78 2.72 4.4 7.31
Prescient Balanced 20.99 8.9 8.39
Satrix Balanced Index 25.15 8.98 8.25
FLEXIBLE EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
36ONE Flexible Opportunity 18.87 10.65 7.63 12.97
Centaur Flexible Fund 38.82 14.8 11.39 15.67
Sasfin Flexible Income 11.08 9.82 10.15
Sygnia International Flexible Fund 6.82 11.12 12.42
GLOBAL EQUITY 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Allan Gray Orbis Global Equity 15.92 10.33 11.33 18.48
BCI Fundsmith Equity Feeder 12.03
BlueAlpha Global Equity 8.83 15.66 18.16
Satrix MSCI World Equity Index feeder 15.96 14.46 14.89

 

  • 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.