Performance as at 31 December 2020
|DOMESTIC UNIT TRUSTS||1 YEAR||3 YEAR||5 YEAR||10 YEAR|
|36ONE Flexible Opportunity||13.15||5.87||4.87||12.17|
|Allan Gray Balanced||3.59||2.31||4.79||9.27|
|Allan Gray Equity||-0.24||-0.90||3.83||8.62|
|Allan Gray Bond||6.89||9.02||10.68||8.64|
|Blue Alpha Balance||0.42||–||–||–|
|Blue Alpha Equity||2.39||2.40||4.36||–|
|BCI Income Plus Fund||6.51||8.88||9.21||–|
|BCI Stable Fund of Funds||4.09||5.56||5.78||–|
|Centaur Flexible Fund||9.87||5.71||8.21||13.58|
|Sasfin Flexible Income||8.42||10.00||11.24||–|
|Cadiz Absolute Yield||5.82||7.82||8.22||7.68|
|Cadiz Money Market||6.35||7.31||7.52||6.75|
|Cadiz Enhanced Income||5.25||7.69||7.60||–|
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.