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TOP OUTRIGHT PERFORMERS OVER THREE YEARS

The top performers to December 31, 2013 on a straight performance basis in Association for Savings & Investment SA (Asisa) sub-categories.

View PDF excerpt from the Weekend Argus, February 2014

South African funds

  • Best South African Equity Industrial Fund: SIM Industrial Fund (R)
  • Best South African Equity Financial Fund: Nedgroup Investments Financials Fund (R)
  • Best South African Equity Resources Fund: Nedgroup Investments Mining & Resource Fund (R)
  • Best South African Equity Smaller Companies Fund: Nedgroup Investments Entrepreneur Fund (R)
  • Best South African Multi-asset Flexible Fund: 36ONE MET Flexible Opportunity Fund
  • Best South African Multi-asset Low Equity Fund: Prudential Inflation Plus Fund (A)
  • Best South African Multi-asset Medium Equity Fund: 27 Four Balanced Prescient Fund of Funds (A1)
  • Best South African Multi-asset High Equity Fund: Rezco Prudential Fund (A)
  • Best South African Interest-bearing Variable-term Fund: Stanlib Bond Fund (A)
  • Best South African Interest-bearing Short-term Fund: Investment Solutions Income Fund (A)
  • Best South African Multi-asset Income Fund: Coronation Strategic Income Fund (A)
  • Best South African Real Estate Fund: Nedgroup Investments Property Fund (A)
  • Best Global Multi-asset Flexible Fund: RE:CM Global Feeder Fund (A)
  • Best Global Multi-asset Low Equity Fund: Coronation Global Capital Plus (ZAR) Feeder Fund (A)
  • Best Global Multi-asset High Equity Fund: Coronation Global Managed (ZAR) Feeder Fund (A)
  • Best Global Real Estate Fund: Stanlib Global Property Feeder Fund (A)
  • Best Regional Interest-bearing Short-term Fund: Absa Pound Sterling Income Fund
  • Best Gobal Interest-bearing Variable-term Fund: prudential global high yield bond fund of Funds
  • Best Worldwide Multi-asset Flexible Fund: Coronation Optimum Growth Fund (A)

Offshore funds

  • Best Offshore Europe Equity General Fund: Templeton Euroland Fund
  • Best Offshore Far East Equity General Fund: Orbis SICAV Asia Ex-Japan Equity Fund
  • Best Offshore USA Equity General Fund: Lloyds Investment Funds Limited North American Fund
  • Best Offshore Global Real Estate General Fund: Oasis Crescent Global Property Equity Fund (Ireland)
  • Best Offshore Global Fixed-interest Bond Fund: Stanlib Multi-manager Global Bond Fund
  • Best Offshore Global Asset Allocation Fund: Coronation Global Managed (US Dollar) Fund

TOP PERFORMERS ON A RISK-ADJUSTED BASIS OVER FIVE YEARS

The top performers to December 31, 2013 on a risk-adjusted basis in the asset allocation and real estate sectors, as well as the largest other Asisa sectors based on market capitalisation.

South African funds

* Best South African Multi-asset Low Equity Fund: 27 Four Stable Prescient Fund of Funds (A1)

* Best South African Multi-asset Medium Equity Fund: Prescient Positive Return QuantPlus Fund (A1)

* Best South African Multi-asset High Equity Fund: Olympiad MET Managed Fund of Funds (A)

* Best South African Interest-bearing Variable-term Fund: Allan Gray Bond Fund (A)

* Best South African Interest-bearing Short-term Fund: Nedgroup Investments Core Income Fund (B)

* Best South African Multi-asset Income Fund: Saffron MET Opportunity Income Fund (A)

* Best South African Real Estate Fund: Oasis Property Equity Fund (D)

* Best Global Equity General Fund: Old Mutual Global Equity Fund (A)

* Best Global Multi-asset High Equity Fund: Investec Global Strategic Managed Feeder Fund (A)

* Best Global Multi-asset Flexible Fund: RE:CM Global Feeder Fund (A)

* Best Worldwide Multi-asset Flexible Fund: Foord Flexible Fund of Funds (R)

Offshore funds

* Best Offshore Far East Equity General Fund: Orbis SICAV Asia Ex-Japan Equity Fund

* Best Offshore Global Real Estate General Fund: Oasis Crescent Global Property Equity Fund (Ireland)

* Best Offshore Global Fixed-interest Bond Fund: Stanlib Global Bond Fund

* Best Offshore Global Equity General Fund: Franklin Global Small-Mid Cap Growth Fund

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