Performance as at 30 April 2024

UNIT TRUSTS 1 YEAR 3 YEAR 5 YEAR 10 YEAR SECTOR
3B BCI Stable Fund of Funds 5.27 7.76 7.73 7.41 Multi-asset Low Equity
Allan Gray Balanced 7.82 10.94 8.98 8.19 Multi-asset High Equity
Allan Gray Bond 7.39 7.07 6.95 8.12 Int Bearing Variable Term
Allan Gray Equity 8.57 11.73 8.69 7.59 Equity General
Allan Gray Money Market 8.84 6.39 6.38 6.85 Int Bearing Money Market
Anchor BCI Global Equity Feeder Fund 19.98 1.66 15.65 Global Equity General
Anchor BCI Global Technology 23.66 -1.15 Global Equity General
BCI 36ONE BCI Flexible Opportunity 8.05 10.59 11.58 9.07 Multi-asset Flexible
BCI Centaur BCI Flexible Fund 18.29 12.21 12.77 10.96 Multi-asset Flexible
BCI Fundsmith Equity Feeder 11.52 11.16 14.36 Global Equity General
BCI Income Plus 11.55 8.58 8.23 9.03 Multi-asset Income
BCI Sasfin BCI Flexible Income 5.15 6.62 7.49 Multi-asset Income
BlueAlpha BCI Balanced 16.22 11.03 8.50 Multi-asset High Equity
BlueAlpha BCI Equity 9.76 6.80 6.16 7.78 Equity General
BlueAlpha BCI Global Equity 23.19 12.20 14.77 Global Equity General
Cadiz BCI Absolute Yield 8.21 7.10 6.75 7.23 Multi-asset Income
Palmyra Asset Management BCI Balanced 6.83 6.45 6.44 Multi-asset High Equity
Cadiz BCI Enhanced Income 8.89 6.56 6.55 6.97 Multi-asset Income
Palmyra Asset Management BCI Equity 5.44 5.29 1.77 2.48 Equity General
Cadiz BCI Money Market 8.12 9.24 5.40 4.88 Int Bearing Money Market
Palmyra Asset Management BCI Stable 5.05 6.73 5.74 5.85 Multi-asset Low Equity
Prescient Balanced 9.96 8.13 8.88 Multi-asset High Equity
Prescient Core All Share Equity 0.55 8.34 Equity General
Prescient Core Capped Equity 1.90 7.99 6.86 Equity General
Prescient Core Equity 2.07 6.39 6.26 Equity General
Prescient Income Provider Multi-asset Income
Satrix Balanced Index 8.80 9.09 8.94 8.15 Multi-asset High Equity
Satrix MSCI World Equity index feeder 20.83 14.04 15.53 14.27 Global Equity General
Satrix Property Index 13.13 8.98 -0.50 2.35 Real Estate General
Satrix Smartcore Index 3.28 6.98 Equity General
Sygnia 4th Industrial Revolution Global Equity 19.12 -2.13 13.08 Global Equity General
Sygnia FAANG Plus Equity 6.84 12.07 Global Equity General
Sygnia Health Innovation Global Equity 15.33 7.84 10.17 Global Equity General
Sygnia International Flexible Fund of Funds 9.27 8.39 8.40 8.30 Global Multi-asset Flexible
Sygnia Skeleton Balanced 40 9.02 8.51 8.70 Multi-asset Low Equity
Sygnia Skeleton Balanced 60 54.54 18.23 26.18 Multi-asset Medium Equity
Sygnia Money Market 8.93 6.71 6.36 Int Bearing Money Market
Sygnia Skeleton Balanced 70 8.89 8.57 8.91 8.29 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.