Raging Bull Certificate Winners

[First published in Personal Finance, January 2014]

TOP OUTRIGHT PERFORMERS OVER THREE YEARS

The top performers to December 31, 2014 on straight performance in asset and sector-specific Association for Savings & Investment SA (Asisa) categories.

SOUTH AFRICAN FUNDS

* Best South African Equity Industrial Fund: Coronation Industrial Fund

* Best South African Equity Financial Fund: Coronation Financial Fund

* Best South African Equity Resources Fund: Investec Commodity Fund

* Best South African Equity Smaller Companies Fund: Nedgroup Investments Entrepreneur Fund

* Best South African Multi-asset Flexible Fund: Autus BCI Opportunity Fund

* Best South African Multi-asset Low Equity Fund: Stringfellow BCI Stable Fund of Funds

* Best South African Multi-asset Medium Equity Fund: S BRO BCI Balanced Fund of Funds

* Best South African Multi-asset High Equity Fund: MET Odyssey Balanced Fund of Funds

* Best South African Interest-bearing Variable-term Fund: Community GROWTH Gilt Fund

* Best South African Interest-bearing Short-term Fund: SIM Enhanced Yield Fund

* Best South African Multi-asset Income Fund: Harvard House BCI Flexible Income Fund

* Best South African Real Estate Fund: Absa Property Equity Fund

* Best Global Multi-asset Flexible Fund: Old Mutual International Growth Fund of Funds

* Best Global Multi-asset Low Equity Fund: Coronation Global Capital Plus [ZAR] Feeder Fund

* Best Global Multi-asset High Equity Fund : Coronation Global Managed [ZAR] Feeder Fund

* Best Global Real Estate Fund: Catalyst Global Real Estate Feeder Fund

* Best Worldwide Multi-asset Flexible Fund: Imalivest MET Worldwide Flexible Fund

OFFSHORE FUNDS

* Best Offshore Europe Equity General Fund: Templeton Euroland Fund

* Best Offshore USA Equity General Fund: Stanlib Offshore America Fund

* Best Offshore Global Real Estate General Fund: Sarasin IE Real Estate Equity – Global (GBP)

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

* Best Offshore Global Asset Allocation Fund: Coronation Global Managed (USD) Fund

TOP PERFORMERS ON A RISK-ADJUSTED BASIS OVER FIVE YEARS

The top performers to December 31, 2014 on a risk-adjusted basis in the asset allocation and real estate sectors and the largest other Asisa sectors based on market capitalisation.

SOUTH AFRICAN FUNDS

* Best South African Multi-asset Low Equity Fund: 27four Stable Prescient Fund of Funds

* Best South African Multi-asset Medium Equity Fund: 27four Balanced Prescient Fund of Funds

* Best South African Multi-asset High Equity Fund: PSG Balanced Fund

* Best South African Interest-bearing Variable-term Fund: Absa Multi-Managed Bond Fund

* Best South African Interest-bearing Short-term Fund: Coronation Jibar Plus Fund

* Best South African Multi-asset Income Fund: Coronation Strategic Income Fund

* Best South African Real Estate Fund: Absa Property Equity Fund

* Best Global Equity General Fund: Old Mutual Global Equity Fund

* Best Global Multi-asset Low Equity Fund: Coronation Global Capital Plus [ZAR] Feeder Fund

* Best Global Multi-asset High Equity Fund: Coronation Global Managed [ZAR] Feeder Fund

* Best Global Real Estate Fund: Catalyst Global Real Estate Feeder Fund

* Best Global Multi-asset Flexible Fund: Old Mutual International Growth Fund of Fund

* Best Worldwide Multi-asset Flexible Fund: Rootstock MET Worldwide Flexible Fund

OFFSHORE FUNDS

* Best Offshore Europe Equity General Fund: Franklin European Growth Fund

* Best Offshore USA Equity General Fund: Stanlib Offshore America Fund

* Best Offshore Global Real Estate General Fund: Sarasin IE Real Estate Equity – Global (GBP)

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

* Best Offshore Global Equity General Fund: Investec GSF Global Strategic Equity Fund

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