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QUARTERLY UNIT TRUST RESULTS

Performance periods up to 30 years

Funds are ranked in their sub-category based on their returns over three years

Funds are grouped according to the Association for Savings & Investment SA’s classification system

South African Equity
General Funds
Financial Funds
Industrial Funds
Large Cap Funds
Mid and Small Cap Funds
Unclassified Funds
Resource Funds

South African Multi Asset
Flexible Funds
High Equity Funds
Low Equity Funds
Medium Equity Funds
Income Funds
Target Date Funds

South African Interest Bearing
Money Market Funds
Short Term Funds
Variable Term Funds

South African Real Estate
General Funds


Global Equity
General Funds
Unclassified Funds

Global Multi Asset
Flexible Funds
High Equity Funds
Medium Equity Funds
Low Equity Funds
Income Funds

Global Interest Bearing
Short Term Funds
Variable Term Funds

Global Real Estate
General Funds


Worldwide Equity
General Funds
Unclassified Funds

Worldwide Multi Asset
Flexible Funds


Regional Equity
General Funds

Regional Multi Asset
Flexible Funds
High Equity Funds

Regional Interest Bearing
Short Term Funds
Variable Term Funds

Performance figures provided by ProfileData, www.fundsdata.co.za, telephone 011 728 5510, email [email protected]

Disclaimer: Although all reasonable efforts have been made to publish the correct data, neither ProfileData nor Personal Finance can guarantee the accuracy of the information.

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