Performance as at 30 September 2026
| UNIT TRUSTS | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| 3B BCI Stable Fund of Funds | 8.94 | 14.55 | 13 | 9.45 | Multi-asset Low Equity |
| Allan Gray Balanced | 12.7 | 16.27 | 11.53 | 10.21 | Multi-asset High Equity |
| Allan Gray Bond | 10.28 | 16.52 | 14.25 | 9.64 | Int Bearing Variable Term |
| Allan Gray Equity | 7.3 | 8.22 | 7.43 | 7.16 | Equity General |
| Allan Gray Money Market | – | – | – | – | Int Bearing Money Market |
| Anchor BCI Global Equity Feeder Fund | 3.82 | 9.21 | 8.76 | 7.82 | Global Equity General |
| Anchor BCI Global Technology | -19.01 | 7.07 | 2.55 | 11.42 | Global Equity General |
| BCI 36ONE BCI Flexible Opportunity | -8 | 13.56 | 2.66 | – | Multi-asset Flexible |
| BCI Centaur BCI Flexible Fund | -1.54 | 9.5 | 8.1 | – | Multi-asset Flexible |
| BCI Sasfin BCI Flexible Income | 0.97 | 14.13 | 8.92 | 8.46 | Multi-asset Income |
| BlueAlpha BCI Balanced | -9.17 | 7.25 | 6.73 | 12.3 | Multi-asset High Equity |
| BlueAlpha BCI Equity | 9.48 | 11.3 | 9.2 | 8.56 | Equity General |
| BlueAlpha BCI Global Equity | 8.7 | 9.69 | 8.58 | 7.92 | Global Equity General |
| Cadiz BCI Absolute Yield | 7.28 | 8.16 | 7.49 | 7.23 | Multi-asset Income |
| Cadiz BCI Enhanced Income | -1.33 | 10.2 | 6.65 | 5.52 | Multi-asset Income |
| Cadiz BCI Money Market | 10.1 | 13.94 | 11.13 | 11.26 | Int Bearing Money Market |
| Palmyra Asset Management BCI Equity | 7.53 | 10.71 | 9.74 | 9.35 | Equity General |
| Palmyra Asset Management BCI Balanced | 9.58 | 12.57 | 9.86 | 10.01 | Multi-asset High Equity |
| Palmyra Asset Management BCI Stable | 6.23 | 13.27 | 10.62 | 7.47 | Multi-asset Low Equity |
| BCI Income Plus Fund ( C) | 7.84 | 12.17 | 9.55 | 7.9 | |
| BCI Fundsmith Equity Feeder | -5.21 | 2.13 | 3.22 | – | Global Equity General |
| Ninety One Global Strategic Managed Feeder (H) | -0.41 | 6.77 | 5.3 | 7.72 | |
| Ninety One Managed (H) | 0.63 | 10.76 | 8.07 | 8.63 | |
| Ninety One Opportunity (E) | -0.06 | 9.86 | 9.25 | 8.36 | |
| Prescient Balanced | 9.41 | 16.61 | 11.94 | 10.15 | Multi-asset High Equity |
| Prescient Core Capped Equity | 5.85 | 21.29 | 14.9 | – | Equity General |
| Prescient Core Equity | 4.78 | 21.3 | 14.62 | – | Equity General |
| Prescient Income Provider | 7.47 | 9.88 | 8.69 | 7.95 | Multi-asset Income |
| Satrix Balanced Index | 8.22 | 16.53 | 12.17 | 10.19 | Multi-asset High Equity |
| Satrix MSCI World Equity index feeder | 8.84 | 15.11 | 12.88 | 13.88 | Global Equity General |
| Satrix Property Index | 19.15 | 25.67 | 15.14 | 3.96 | Real Estate General |
| Satrix Smartcore Index | 6.24 | 18.82 | 12.75 | – | Equity General |
| Sygnia 4th Industrial Revolution Global Equity | 14.51 | 20.29 | 8.02 | – | Global Equity General |
| Sygnia Health Innovation Global Equity | 12.74 | 2.41 | 4.5 | – | Global Equity General |
| Sygnia International Flexible Fund of Funds | 3.77 | 8.85 | 6.67 | 9.51 | Global Multi-asset Flexible |
| Sygnia Skeleton Balanced 40 | 8.97 | 13.49 | 10.66 | 9.49 | Multi-asset Low Equity |
| Sygnia Skeleton Balanced 60 | 8.72 | 14.66 | 11.33 | 9.79 | Multi-asset Medium Equity |
| Sygnia FAANG Plus Equity | 10.73 | 28.13 | 21.38 | – | Global Equity General |
| Sygnia Skeleton Balanced 70 | 8.57 | 15.56 | 11.79 | 9.95 | 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.