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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1201 | 1041 | 1224 | 1520 | 1701 | 2002 |
| Fund Return | 20.11% | 4.15% | 22.42% | 14.99% | 11.21% | 7.19% |
| Place in category | 125 | 659 | 119 | 405 | 521 | 275 |
| % in Category | 17 | 91 | 15 | 60 | 94 | 83 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| SouthChester IP Optimum Income B | 2.6B | 7.60 | 6.52 | - | ||
| SouthChester IP Optimum Income A | 2.6B | 7.48 | 6.32 | - | ||
| MI PLAN IP Global Macro Fund B1 | 2.66B | 4.03 | 17.72 | 13.76 | ||
| MI PLAN IP Global Macro Fund B5 | 2.66B | 3.14 | 16.51 | 12.66 | ||
| MI-PLAN IP Global Macro Fund B6 | 2.66B | 1.88 | 18.35 | 13.47 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Allan Gray Balanced Fund A | 239.74B | 20.71 | 15.68 | 9.61 | ||
| Allan Gray Balanced Fund C | 239.74B | 17.38 | 16.17 | 10.10 | ||
| Allan Gray Balanced Fund X | 239.74B | 2.21 | 11.52 | - | ||
| Coronation Balanced Plus Fund D | 144.42B | 19.65 | 17.84 | 9.59 | ||
| Coronation Balanced Plus Fund P | 144.42B | 19.82 | 18.05 | 9.78 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Coronation Bond Fund P | ZAE000202453 | 12.97 | 16.180 | -0.47% | |
| Prescient Glb Inc Provider Fdr AMETF A | ZAE000339230 | 8.21 | - | - | |
| Flagship Global Equity IC Limited A | GG00BLB2CT45 | 7.86 | - | - | |
| Investec Sp 500 Digital Plus | - | 7.56 | - | - | |
| Prosus | NL0013654783 | 7.02 | 51.34 | -1.50% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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