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Our user-friendly charts and spreadsheets track the past five years of performance for premium funds, helping clients assess and select the best options for their financial goals.
| Aggressive | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Allan Gray Equity A | 11.4 | 11.0 | 11.4 | More InfoInvest | |
| Coronation Top 20 A | 13.0 | 9.5 | 12.2 | More InfoInvest | |
| Foord Equity A | 22.3 | 13.6 | 12.6 | More InfoInvest | |
| M&G Dividend Maximiser A | 14.5 | 8.9 | 12.7 | More InfoInvest | |
| M&G Equity A | 15.7 | 8.9 | 14.0 | More InfoInvest | |
| Marriott Dividend Growth R | 8.6 | 6.7 | 6.3 | More InfoInvest | |
| Satrix ALSI Index A1 | 12.6 | 7.9 | 11.3 | More InfoInvest | |
| Satrix MSCI World Equity Index FF A1 | 21.5 | 11.7 | 17.0 | More InfoInvest | |
| Ninety One Equity Fund R | 15.6 | 6.3 | 11.4 | More InfoInvest | |
| Allan Gray SA Equity Fund A | 10.0 | 9.6 | 10.2 | More InfoInvest | |
| PSG Equity Fund Class A | 8.3 | 12.9 | 13.9 | More InfoInvest | |
| Ninety One Value Fund R | 40.1 | 12.4 | 14.0 | More InfoInvest | |
| Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2 | 12.3 | 8.0 | 10.0 | More InfoInvest |
| Moderately Aggressive | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Plus A | 15.1 | 9.0 | 11.4 | More InfoInvest | |
| PSG Flexible A | 7.3 | 11.8 | 12.8 | More InfoInvest | |
| Nedgroup Investments Opportunity Fund A | 20.7 | 12.4 | 12.8 | More InfoInvest | |
| Foord Flexible FoF A | 8.8 | 6.9 | 9.1 | More InfoInvest | |
| Rezco Managed Plus Fund A | 9.8 | 8.3 | 6.1 | More InfoInvest | |
| Truffle MET Flexible Fund A | 11.9 | 8.0 | 10.6 | More InfoInvest | |
| Nedgroup Investments Core Accelerated Fund B | 14.6 | 9.7 | 11.8 | More InfoInvest | |
| Coronation Market Plus Fund A | 17.2 | 10.9 | 12.6 | More InfoInvest | |
| Moderate | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Allan Gray Balanced A | 10.4 | 10.5 | 10.9 | More InfoInvest | |
| Coronation Capital Plus | 13.6 | 9.5 | 10.2 | More InfoInvest | |
| Foord Balanced A | 11.4 | 8.6 | 9.9 | More InfoInvest | |
| Ninety One Managed R | 10.0 | 6.3 | 8.6 | More InfoInvest | |
| Ninety One Opportunity R | 11.3 | 8.8 | 11.0 | More InfoInvest | |
| Ninety One Worldwide Flexible Fund E | 16.0 | 7.5 | 10.5 | More InfoInvest | |
| Amplify SCI Balanced A1 | 13.5 | 8.8 | 0.0 | More InfoInvest | |
| M&G Balanced A | 12.3 | 8.7 | 10.5 | More InfoInvest | |
| PSG Balanced A | 10.9 | 11.7 | 13.7 | More InfoInvest | |
| Nedgroup Core Diversified B | 14.0 | 9.1 | 11.4 | More InfoInvest | |
| Rezco Value Trend A | 9.0 | 7.8 | 6.1 | More InfoInvest | |
| Old Mutual Absolute Smooth Growth Portfolio | 9.1 | 8.4 | 6.6 | More InfoInvest | |
| Prescient Balanced Fund | 14.1 | 8.1 | 10.5 | More InfoInvest |
| Moderately Conservative | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Defensive A | 12.0 | 9.0 | 9.2 | More InfoInvest | |
| Ninety One Cautious Managed A | 10.8 | 6.8 | 8.2 | More InfoInvest | |
| Nedgroup Inv Stable A | 9.3 | 7.7 | 8.7 | More InfoInvest | |
| M&G Inflation Plus A | 11.4 | 8.1 | 8.6 | More InfoInvest | |
| Prosperity IP Worldwide Flexible FoF A | 18.9 | 12.8 | 10.9 | More InfoInvest | |
| Sanlam Investment Management Inflation Plus Fund | 11.0 | 7.4 | 7.8 | More InfoInvest |
| Conservative/ Income Fund | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Allan Gray Bond A | 15.8 | 9.5 | 8.6 | More InfoInvest | |
| Allan Gray Money Market | 9.0 | 7.7 | 6.6 | More InfoInvest | |
| Allan Gray Optimal A | 8.4 | 5.8 | 3.6 | More InfoInvest | |
| Allan Gray Stable A | 10.4 | 9.3 | 9.2 | More InfoInvest | |
| Foord Conservative A | 13.0 | 9.4 | 9.7 | More InfoInvest | |
| Coronation Strategic Income A | 11.2 | 8.8 | 7.5 | More InfoInvest | |
| Ninety One Diversified Income A | 10.5 | 8.4 | 7.5 | More InfoInvest | |
| Camissa Stable Fund A | 20.0 | 11.7 | 10.2 | More InfoInvest | |
| Nedgroup Inv Flexible Inc A | 9.9 | 8.2 | 7.7 | More InfoInvest | |
| Nedgroup Core Guarded B | 12.5 | 8.6 | 9.8 | More InfoInvest | |
| Prescient Income Provider Fund A1 | 10.8 | 8.7 | 7.6 | More InfoInvest | |
| Old Mutual Multi-managers Enhanced Income Fund | 9.5 | 8.0 | 7.0 | More InfoInvest |
| Property | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Nedgroup Inv Property A | 24.1 | 8.7 | 6.2 | More InfoInvest | |
| Catalyst Global Real Estate Prescient Feeder Fund | 0.1 | -3.1 | 4.7 | More InfoInvest |
| Offshore Funds | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Allan Gray - Orbis Global Optimal FoF | 4.1 | 13.0 | 10.1 | More InfoInvest | |
| Allan Gray - Orbis Global Equity FF | 13.5 | 12.0 | 14.9 | More InfoInvest | |
| Allan Gray - Orbis Global Balanced Feeder | 13.6 | 15.1 | 14.9 | More InfoInvest | |
| Coronation Global Em Mkts Flex [ZAR] A | 6.5 | -1.3 | 2.5 | More InfoInvest | |
| Coronation Global Cap. Plus [ZAR] FF A | 10.6 | 9.6 | 9.7 | More InfoInvest | |
| Foord International FF A | -0.3 | 4.1 | 6.9 | More InfoInvest | |
| Ninety One Global Strategic Managed FF A | 6.9 | 3.8 | 9.3 | More InfoInvest | |
| Ninety One Global Franchise Feeder Fund A | 9.7 | 6.0 | 13.0 | More InfoInvest | |
| Nedgroup Inv Global Equity FF A | 13.3 | 8.1 | 12.9 | More InfoInvest | |
| Coronation Global Managed (ZAR) FF A | 18.5 | 9.5 | 10.8 | More InfoInvest | |
| Nedgroup Investments Global Cautious Feeder Fund B2 | 3.5 | 7.2 | 7.9 | More InfoInvest | |
| Old Mutual Global Equity Fund R | 24.5 | 14.3 | 18.7 | More InfoInvest | |
| Coronation Global Equity Select [ZAR] Feeder Fund A | 23.7 | 8.8 | 11.6 | More InfoInvest | |
| Coronation Global Optimum Growth [ZAR] Feeder Fund | 14.1 | 5.1 | 7.8 | More InfoInvest | |
| Coronation Global Strategic USD Income [ZAR] Feeder Fund | 7.9 | 9.1 | 8.7 | More InfoInvest |
| Shari'ah Compliant | 1yr | 3yrs | 5yrs | Data as at 31 December 2024 | |
|---|---|---|---|---|---|
| Camissa Islamic Equity | 6.7 | 2.6 | 9.4 | More InfoInvest | |
| Camissa Islamic Balanced | 5.8 | 3.9 | 9.0 | More InfoInvest | |
| 27four Balanced Prescient FoF A1 | 14.2 | 8.2 | 9.7 | More InfoInvest |
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