Raging Bull winners: South Africa’s best unit trust funds and management companies

Raging Bull winners: South Africa’s best unit trust funds and management companies

TOP OUTRIGHT PERFORMERS
The top performers to December 2013 on a straight performance basis in asset and sector-specific ASISA categories (including the main Multi-Asset sub sectors).
Methodology: Funds are ranked on a 3-year lump sum NAV to NAV basis (i.e. entry costs not taken into account) with income distributions reinvested at the ex-dividend date.
Calculations by ProfileData

TOP OUTRIGHT PERFORMERS ON A STRAIGHT PERFORMANCE BASIS

Best South African Equity Funds
4 certificates

• Best SA Equity Industrial Fund : SIM Industrial Fund (R class) collected by Marlo Schultz
• Best SA Equity Financial Fund: Nedgroup Investments Financials Fund (R Class)  collected by Matthew de Wet
• Best SA Equity Resources Fund: Nedgroup Investments Mining and Resource Fund (R class) collected by Matthew de Wet
• Best SA Equity Smaller Companies Fund: Nedgroup Investments Entrepreneur Fund (R Class) collected by Matthew de Wet

• The Raging Bull Award for the Best South African Equity General Fund goes to: MAZI CAPITAL MET EQUITY FUND (A1 Class)  collected by Malungelo Zilimbola

BEST South African Multi-Asset Funds excluding Multi-Asset Income Funds
4 certificates

• Best SA Multi-Asset Flexible Fund 36ONE MET Flexible Opportunity Fund collected by Cy Jacob
• Best SA Multi-Asset Low Equity Fund Prudential Inflation Plus Fund (A Class) collected by Michael Moyle
• Best SA Multi-Asset Medium Equity Fund 27 Four Balanced Prescient Fund of Funds (A1 Class) collected by Nadir Thokan
• Best SA Multi-Asset High Equity Fund Rezco Prudential Fund (A Class) collected by Rob Spanjaard

BEST South African Interest Bearing and Multi-Asset Income Funds
3 certificates

• Best SA Interest-Bearing Variable-Term Fund STANLIB Bond Fund (A Class) collected by Victor Mphaphuli
• Best SA Interest-Bearing Short-Term Fund Investment Solutions Income Fund (A Class) collected by Chris Hart
• Best SA Multi-Asset Income Fund Coronation Strategic Income Fund (A Class) collected by Mark le Roux

• The  Raging Bull Award for the Best South African Interest-Bearing Fund goes to : Coronation Strategic Income Fund (A Class) collected  by  Mark le Roux

BEST South African Real Estate Fund –
1 certificate to Nedgroup Investments Property Fund (A Class) collected by Matthew de Wet

BEST (SA Domiciled) Global and Worldwide Funds
       6 certificates

• Best (SA Domiciled) Global Multi-Asset Flexible Fund RE-CM Global Feeder Fund (A Class) collected by Jan van Niekerk
• Best (SA Domiciled) Global Multi-Asset Low Equity Fund Coronation Global Capital Plus (ZAR) feeder Fund (A Class) collected by Louis Stassen
• Best (SA Domiciled) Global Multi-Asset High Equity Fund Coronation Global Managed (ZAR) Feeder Fund (A Class) collected by Gavin Joubert
• Best (SA Domiciled) Global Real Estate Fund STANLIB Global Property Feeder Fund (A Class ) collected by Keillen Ndlovu
• Best (SA Domiciled) Regional Interest-Bearing Short-Term Fund ABSA Pound Sterling Income Fund collected by Greg Kettles
• Best (SA Domiciled) Global Interest-Bearing Variable –Term Fund Prudential Global High Yield Bond Fund of Funds collected by Michael Moyle
• Best (SA Domiciled) Worldwide Multi-Asset Flexible Fund Coronation Optimum Growth Fund (A Class) collected by Gavin Joubert

• The Raging Bull for the Best (SA Domiciled) Global Equity General Fund goes to Old Mutual Global Equity Fund (R Class) collected by Diane Radley

BEST (FSB – approved) Offshore Funds
6 certificates

• Best (FSB-approved) Offshore Europe Equity General Fund Templeton Euroland Fund collected by Lloyd Fisher
• Best (FSB-approved) Offshore Far East Equity General Fund Orbis SICAV Asia Ex-Japan Equity Fund collected by Seema Dala
• Best (FSB-approved) Offshore USA Equity General Fund Lloyds Investment Funds Limited North American Fund collected by Alex Dearman
• Best (FSB-approved) Offshore Global Real Estate Fund Oasis Crescent Global Property Equity Fund (Ireland)   collected by Adam Ebrahim
• Best (FSB-approved) Offshore Global Fixed Interest Bond Fund STANLIB Multi Manager Global Bond Fund collected by Malcolm Holmes
• Best (FSB-approved) Offshore Global Asset Allocation Fund Coronation Global Managed (USD) Fund collected by Louis Stassen

      The Raging Bull for the Best (FSB-approved) Offshore Global Equity Fund Contrarius Global Equity Fund (Ireland) collected by Heaton van der Linde

Total 25 certificates/ 4 awards

TOP RISK-ADJUSTED PERFORMERS: Certificate and Raging Bull presentations 

Top performers to December 2013 on a risk-adjusted basis in the multi- asset allocation and real estate sectors plus the largest other ASISA sectors based on market capitalisation.  The PlexCrown fund rating methodology, which incorporates risk-adjusted returns and consistency of performance, is used to rate and rank funds for these awards. Passive funds are not rated and funds in non-rated sub categories and sectors (eg Money market funds) are not taken into consideration.
To qualify for a rating a fund must have a return history of at least five years in a sub category /sector with at least five qualifying funds

Risk adjusted methodology: The PlexCrown system combines risk-adjusted returns based on performance statistics from ProfileData with standard risk measures, consistency measures, and measures of downside risk and managerial skill.  Performance over five-year and three-year periods is taken into account. 

Presentation of Certificates/Raging Bulls for Top Risk-Adjusted performers 

TOP PERFORMERS ON A RISK-ADJUSTED BASIS

• Raging Bull for the Best South African General Equity Fund on a risk-adjusted basis goes to Marriott Dividend Growth Fund (R Class) collected by Lourens Coetxee

BEST South African Multi-Asset Funds (excluding Multi-Asset Income Funds) on a risk-adjusted basis
3 certificates

• Best SA Multi-Asset Low Equity Fund 27 Four Stable Prescient Fund of Funds (A1 Class)  collected by Fatima Vawda
• Best SA Multi-Asset Medium Equity Fund Prescient Positive Return QuantPlusFund (A1 Class) collected by Liang Du
• Best SA Multi-Asset High Equity Fund Olympiad MET Managed Fund of Funds (A Class) collected by Wynand Steyn

2 awards

• The Raging bull for the Best SA Multi-Asset Equity Fund goes to: Prescient Positive Return QuantPlus Fund (A1 Class) collected by Liang Du
• The Raging Bull for the Best SA Multi-Asset Flexible Fund goes to: 36ONE MET Flexible Opportunity Fund collected by Cy Jacob

BEST South African Interest Bearing and Multi-Asset Income Funds on a risk-adjusted basis
4 certificates

• Best SA Interest-Bearing Variable-Term Fund Allan Gray Bond Fund (A Fund)  collected by Jeanette Marais
• Best SA Interest-Bearing Short-Term Fund Nedgroup Investments Core Income Fund (B Class) collected by Matthew de Wet
• Best SA Multi-Asset Income Fund Saffron MET Opportunity Income Fund (A Class) collected by Brandon Quinn
• BEST South African Real Estate Fund on a risk-adjusted basis– Oasis Property Equity Fund (D Class)  collected by Adam Ebrahim

BEST (SA Domiciled) Global and Worldwide Funds on a risk – adjusted basis
       4 certificates

• Best (SA Domiciled) Global Equity General Fund Old Mutual Global Equity Fund (A Class) collected by Diane Radley
• Best (SA Domiciled) Global Multi-Asset High Equity Fund Investec Global Strategic Managed Feeder Fund (A Class) collected by Jaco van Tonder
• Best (SA Domiciled) Global Multi-Asset Flexible Fund RE-CM Global Feeder Fund (A Class) collected by Jan van Niekerk
• Best (SA Domiciled) Worldwide Multi-Asset Flexible Fund Foord Flexible Fund of Funds (R Class) collected by Mario Schoeman

BEST (FSB – approved) Offshore Funds on a risk-adjusted basis
4 certificates

• Best (FSB-approved) Offshore Far East Equity General Fund Orbis SICAV Asia Ex-Japan Equity Fund collected by Seema Dale
• Best (FSB-approved) Offshore Global Real Estate Fund Oasis Crescent Global Property Equity Fund ( Ireland)  collected by Adam Ebrahim
• Best (FSB-approved) Offshore Global Fixed Interest Bond Fund STANLIB Global Bond Fund collected by Paul Hansen
• Best (FSB-approved) Offshore Global Equity General Fund Franklin Global Small-MidCap Growth Fund collected by Lloyd Fisher

1 award

• The Raging Bull for the Best (FSB-approved) Offshore Global Asset Allocation Fund goes to

Lloyds Multi Strategy Fund Limited Growth Strategy collected by Alex Dearman

Total 15 certificates and 4 awards

Final: Top Management companies of the Year awards

The unit trust management companies with the most impressive and most consistent overall performance across their families of funds taking into account all factors (performance, risk-management and consistency).
Methodology: The awards are based on the highest average PlexCrown rating for the suite of funds per major asset class managed by each management company, with weights being applied to asset classes. Passive funds are not rated and funds in non-ranked sub – categories and sectors (eg, money market sectors) are not taken into consideration.

The overseas-domiciled management company with the best overall performance across sectors consisting of a suite of five or more non-rand-denominated funds with at least three years’ history:

• The Raging Bull for the OFFSHORE MANAGEMENT COMPANY OF THE YEAR goes to Lloyds  collected by Alex Dearman

BEST South African Management Companies

• SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 3RD PLACE

Nedgroup investments  collected by Matthew de Wet

• SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 2ND PLACE

Allan Gray collected by Jeannette Marais

SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR: 

The Raging Bull for the SA-domiciled management company with the best overall performance across sectors consisting of a suite of five or more rand-denominated funds with at least a five year history. Asset Class management and fund sizes are incorporated

• Coronation  collected by Louis Stassen

Coronation is top asset manager for fifth time

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For the second year in a row, Coronation Fund Managers was named the South African Management Company of the Year at the Raging Bull Awards for the unit trust industry. This is the fifth time that Coronation has won the coveted Raging Bull for the best management company. Allan Gray was the first runner-up and Nedgroup Investments was third. From left are: Jeanette Marais, a director of Allan Gray; Tony Gibson, director and co-founder of Coronation; Matthew de Wet, head of investments at Nedgroup Investments; Nic Andrew, managing director of Nedgroup Investments; and Ernie Alexander, managing director of ProfileData, which, along with Personal Finance and PlexCrown Fund Ratings, hosted the awards.

Three larger Cape Town-based asset managers took the honours for the domestic management companies of 2013 at this year’s prestigious Raging Bull Awards held at Kirstenbosch in Cape Town this week.

 

Coronation Fund Managers claimed the Raging Bull Award for the Management Company of the Year for a record-breaking fifth time at the ceremony, which was co-hosted by Personal Finance, ProfileData and PlexCrown Fund Ratings.

 

Allan Gray and Nedgroup Investments received certificates for their second and third places in the management company rankings respectively, based on the performance of their funds over five years to the end of last year.

 

Although the “big names” took the top company awards, a number of key awards for fund performance went to boutique managers, including the Raging Bull Award for the best equity fund over three years to the end of last year, which went to Mazi Capital MET Equity Fund, and the Raging Bull Award for the best multi-asset flexible fund on a risk-adjusted basis over five years, which went to the 36ONE MET Flexible Opportunity Fund.

 

The Raging Bull Award for the best offshore global equity fund over three years, among the managers approved by the Financial Services Board (FSB) for South African investors went to Contrarius, a boutique manager based in Jersey, for its Global Equity Fund.

 

The other Raging Bull Awards for performance in the major unit trust sub-categories went to:

* Coronation, for its Strategic Income Fund, which was the best fixed-interest fund over three years to the end of December; and

* Old Mutual, for its Global Equity Fund, which was the best rand-denominated global equity fund over three years.

The Raging Bull Awards for risk-adjusted performance over five years went to:

* Marriott, for its Dividend Growth Fund, which was the best South Africa general equity fund;

* Prescient, for its Positive Return QuantsPlus Fund, which was the best multi-asset equity fund; and

* London-based Lloyds Investment Fund Managers, for its Multi-Strategy (Growth Strategy) Fund, which was the best performer among South African-registered offshore managers in the global asset allocation sector.

 

The leading fund management companies were chosen based on the performance of all their funds under management on a risk-adjusted basis for periods up to five years to the end of 2013.

Coronation, Allan Gray and Nedgroup Investments have been jostling for the top three positions for the past three years, and each of them has been among the top three numerous times in the 18-year history of the Raging Bull Awards.

 

Coronation claimed the award in 2003, 2005, 2006 and 2013, and has been among the top three management companies nine times in the past 18 years of the Raging Bulls.

 

Coronation has also consistently collected Raging Bull Awards and certificates for its funds over the years. This year, in addition to its Raging Bull Award for the best South African fixed-interest fund, it collected five certificates, for its Strategic Income Fund (best multi-asset income fund); Global Capital Plus (ZAR) Fund (best global multi-asset low equity fund); Global Managed (ZAR) Feeder Fund (best global multi-asset high equity fund); Optimum Growth Fund (best worldwide multi-asset flexible fund); and Global Managed Fund (best offshore global asset allocation fund).

 

Allan Gray won the management company of the year award for four years in a row, from 2009 to 2012.

 

This year, Allan Gray collected one certificate for top performance by its Bond Fund on a risk-adjusted basis over five years to the end of last year.

 

Third-placed Nedgroup has been among the top three South African fund managers for the past five years. This year, it scooped four certificates for top performance over three years to the end of last year by its Financials Fund, Mining & Resources Fund, Entrepreneur Fund and Property Fund, and a certificate for the risk-adjusted performance over five years in the interest-bearing short-term sub-category by its Core Income Fund.

 

The offshore fund manager of the year – the top-performing manager on a risk-adjusted basis among the offshore managers with funds approved by the FSB – was awarded to Lloyds Investment Managers, on the basis of its award-winning global asset allocation fund and other top-performing funds.

 

Source: Personal Finance

February 2 2014 at 01:20pm
By Laura du Preez

Momentum Small/Mid Cap Fund to retain Evan Walker as Portfolio Manager

Momentum Collective Investments has announced that, the manager of its highly successful Momentum Samll/Mid-Cap Fund, will joing 36One Asset Management from 1 August 2012. However, he will continue to manage the Small/Mid-cap Fund. This will no doubt bring relief to existing investors. Below is the communication from Momentum.

2 July 2012

Good afternoon,

Evan Walker, fund manager of the multi award-winning Momentum Small/Mid-Cap Fund, will join 36ONE Asset Management (36ONE) with effect from 1 August 2012. 36ONE is an independent, owner-managed specialist investment manager, formed in 2004 by Cy Jacobs and Steven Liptz. The highly skilled team is renowned for its top performing unit trusts, hedge funds and segregated portfolios.

We have agreed with 36ONE that Evan will continue to manage the Momentum Small/Mid-Cap Fund, thus maintaining the existing philosophy and process he has refined and implemented up to now, which has resulted in highly rewarding returns for investors over three, five and seven years.
Through our MET Collective Investments business (MET), Momentum Investments has been in partnership with 36ONE for seven years, providing them with two third-party branded collective investments funds, being the 36ONE Flexible Opportunity Fund and the 36ONE MET Equity Fund (previously known as the 36ONE Target Return Fund).

MET and Momentum are responsible for administration and CISCA compliance, while 36ONE is the portfolio manager. 36ONE is one of our top-performing third-party portfolio partners who have also been acknowledged with both Raging Bull and Morningstar Fund Awards in the recent past. We look forward continuing our successful partnership with 36ONE and Evan going forward, while ensuring that we do our best to meet our investors’ expectations.

The above changes will not impact your relationship with Momentum and the portfolio will be managed in a similar manner to the past.

Should you have any further queries in this regard please contact us directly.

Regards
Robert Walton
Chief Executive Officer
Momentum Collective Investments
083 327 1391

Raging Bull Award winners

TOP MANAGEMENT COMPANIES OF 2011

DOMESTIC MANAGEMENT COMPANY OF THE YEAR. The South African-domiciled management company with the best overall performance across sectors consisting of a suite of five or more rand-denominated funds with at least three years’ history. ALLAN GRAY

Certificate for Second-best Company: NEDGROUP INVESTMENTS

Certificate for Third-best Company: CORONATION

OFFSHORE MANAGEMENT COMPANY OF THE YEAR. The overseas-domiciled management company with the best overall performance across sectors consisting of a suite of five or more non-rand-denominated funds with at least three years’ history. INVESTEC

TOP OUTRIGHT PERFORMERS

Best Broad-based Domestic Equity Fund. The fund with the highest ProfileData total investment return ranking over three years in the Association for Savings & Investment SA (Asisa) domestic equity general, value and growth sectors. PSG EQUITY FUND

Best Domestic Fixed-Interest Fund. The fund with the highest ProfileData total investment return ranking over three years in the Asisa domestic fixed-interest bond and income sectors. ALLAN GRAY BOND FUND

Best Foreign (South African-domiciled) Equity Fund. The fund with the highest ProfileData total investment return ranking over three years in the Asisa foreign equity general sector. SIM GLOBAL BEST IDEAS FEEDER FUND (A)

Best Offshore Global Equity Fund. The fund with the highest ProfileData total investment return ranking over three years in ProfileData’s offshore global equity general sector. CORONATION GLOBAL EMERGING MARKETS FUND

TOP PERFORMERS ON A RISK-ADJUSTED BASIS

Best Domestic Asset Allocation Flexible Fund. The fund with the highest PlexCrown rating over five years in the Asisa domestic asset allocation flexible sector. PSG FLEXIBLE FUND

Best Domestic Asset Allocation Prudential Fund. The fund with the highest PlexCrown rating over five years in the Asisa domestic asset allocation prudential high equity, medium equity, low equity and variable equity sectors. OLD MUTUAL REAL INCOME FUND

Best Domestic General Equity Fund. The fund with the highest PlexCrown rating over five years in the Asisa domestic equity general sector. AYLETT EQUITY FUND

Best Offshore Global Asset Allocation Fund. The fund with the highest PlexCrown rating in ProfileData’s offshore global asset allocation flexible and prudential sectors. INVESTEC GSF GLOBAL STRATEGIC MANAGED FUND (A)

HOW THE RAGING BULL AWARDS ARE DETERMINED

The Raging Bull Awards recognise the top performers on both outright performance and risk-adjusted performance.

The top funds on outright performance over three years in most domestic, rand-denominated foreign and offshore unit trust sub-categories receive a certificate, and Raging Bull Awards are made in the sub-categories or sectors that attract the most funds.

Other certificates and Raging Bull Awards – particularly for the asset allocation funds and the more popular sub-categories – are awarded on the basis of risk-adjusted returns over five years, as measured by PlexCrown Fund Ratings. Risk management is a major factor in determining a fund’s success.

To qualify for a Raging Bull Award or a certificate, or for the PlexCrown ratings, a fund must:

* Be open to retail investors.

* In the case of an award made on the basis of straight performance, be in a domestic unit trust sub-category (including South African-domiciled foreign funds) that has at least five actively managed funds with histories of three years or more.

* In the case of an award made to a foreign-domiciled (non-rand-denominated) fund on the basis of straight performance, be in a sub-category that has at least six actively managed funds with histories of three years or more.

* In the case of an award made on the basis of risk-adjusted returns, be in a major asset allocation sub-category, or in one of the other larger sub-categories. Sub-categories that have at least five actively managed funds with histories of five years or more are included in the awards.

* Not be a passive or index-tracker fund.

* Not be a money market fund.

* Not be a Fundisa fund.

* Not be in a varied specialist sub-category or in the domestic asset allocation targeted absolute and real return sub-category where mandates differ widely.

* Not have changed sub-categories during the past year.

* In the case of offshore funds, have been registered with the Financial Services Board for at least a year.

Best unit trust funds in SA

January 27 2011 at 10:00am

Source: IOL Best unit trust funds in SA 2011

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The Raging Bull Awards 2011, which recognised the country’s top-performing unit trust funds for 2010, took place at The Wanderers Club in Johannesburg last night. And the winners are ...

AWARD WINNERS

TOP MANAGEMENT COMPANIES OF THE YEAR

The unit trust management companies with the most impressive and most consistent overall performance across their suites of funds, taking into account all factors (performance, risk management and consistency).

Methodology: The award is based on the highest average PlexCrown rating for the suite of funds managed by each management company. Passive funds and funds in non-ranked sectors (for example, varied specialist sectors) are not taken into account.

Domestic Management Company of the Year: ALLAN GRAY

The South African-domiciled management company with the best overall performance across unit trust sectors that consist of a suite of five or more rand-denominated funds with at least three years’ history.

Certificate for Second-best Domestic Management Company: NEDGROUP INVESTMENTS

Certificate for Third-best Domestic Management Company: PRUDENTIAL

Offshore Management Company of the Year: INVESTEC

The overseas-domiciled management company with the best overall performance across unit trust sectors that consist of a suite of five or more non-rand-denominated funds with at least three years’ history.

TOP OUTRIGHT PERFORMERS

The top performers to December 2010 on a straight performance basis in asset- and sector-specific Asisa categories (including the main asset allocation sectors).

Methodology: Funds are ranked on a three-year lump sum NAV to NAV basis (in other words, entry costs are not taken into account), with income distributions reinvested at the ex-dividend date). Calculations by ProfileData.

Best Broad-based Domestic Equity Fund: MARRIOTT DIVIDEND GROWTH FUND

The fund with the highest ProfileData total investment return ranking over three years in the Asisa domestic equity general, value and growth sectors.

Best Domestic Fixed-Interest Fund: NEDGROUP INVESTMENTS BOND FUND (A class)

The fund with the highest ProfileData total investment return ranking over three years in the Asisa domestic fixed-interest bond and income sectors.

Best Foreign (South African-domiciled) Equity Fund: ALLAN GRAY-ORBIS GLOBAL EQUITY FEEDER FUND

The fund with the highest ProfileData total investment return ranking over three years in the Asisa foreign equity general sector.

Best Offshore Global Equity Fund: RE:CM GLOBAL FUND

The fund with the highest ProfileData total investment return ranking over three years in ProfileData’s offshore global equity general sector.

TOP RISK-ADJUSTED PERFORMERS

Top performers to December 2010 on a risk-adjusted basis in the asset allocation and real estate sectors, plus the largest other Asisa unit trust sectors based on market capitalisation. The PlexCrown system, which incorporates risk-adjusted returns and consistency of performance, is used to rank funds for these awards.

Methodology: The PlexCrown system combines risk-adjusted returns based on performance statistics from ProfileData with standard risk measures, consistency measures, and measures of downside risk and managerial skill. Performance over five- and three-year periods is taken into account.

Best Domestic Asset Allocation Flexible Fund: PSG FLEXIBLE FUND

The fund with the highest PlexCrown rating over five years in the Asisa domestic asset allocation flexible sector.

Best Domestic Asset Allocation Prudential Fund: DOTPORT STABLE PRUDENTIAL FUND OF FUNDS

The fund with the highest PlexCrown rating over five years in the Asisa domestic asset allocation prudential high equity, medium equity, low equity and variable equity sectors.

Best Domestic General Equity Fund: ABSA SELECT EQUITY FUND

The fund with the highest PlexCrown rating over five years in the Asisa domestic equity general sector.

Best Offshore Global Asset Allocation Fund: ASHBURTON REPLICA EURO ASSET MANAGEMENT FUND

The fund with the highest PlexCrown rating in ProfileData’s offshore global asset allocation flexible and prudential sectors.

CERTIFICATE WINNERS

TOP OUTRIGHT PERFORMERS OVER THREE YEARS

DOMESTIC FUNDS

Best Domestic Equity General Fund: MARRIOTT DIVIDEND GROWTH FUND

Best Domestic Equity Growth Fund: RMB STRATEGIC OPPORTUNITIES FUND (A class)

Best Domestic Equity Industrial Fund: CORONATION INDUSTRIAL FUND

Best Domestic Equity Financial Fund: CORONATION FINANCIAL FUND

Best Domestic Equity Resources and Basic Industries Fund: OLD MUTUAL MINING AND RESOURCES FUND (A class)

Best Domestic Equity Smaller Companies Fund: RMB SMALL MID-CAP FUND

Best Domestic Equity Value Fund: NEDGROUP INVESTMENTS VALUE FUND (A class)

Best Domestic Asset Allocation Flexible Fund: PSG FLEXIBLE FUND

Best Domestic Asset Allocation Prudential Fund: CORONATION BALANCED DEFENSIVE FUND
(Includes the prudential high equity, medium equity, low equity and variable equity sectors)

Best Domestic Fixed-Interest Bond Fund: NEDGROUP INVESTMENTS BOND FUND

Best Domestic Fixed-Interest Income Fund: STANLIB INCOME FUND

Best Domestic Real Estate Fund: DISCOVERY FLEXIBLE PROPERTY FUND

FOREIGN FUNDS

Best Foreign Fixed-Interest Bond Fund: CORIS CAPITAL INTERNATIONAL BOND FEEDER FUND

Best Offshore Europe Equity General Fund: FRANKLIN EUROPEAN GROWTH FUND

Best Offshore Far East Equity General Fund: ORBIS SICAV ASIA EX-JAPAN EQUITY FUND

Best Offshore USA Equity General Fund: FRANKLIN US OPPORTUNITIES FUND

Best Offshore Global Fixed-Interest Bond Fund: INVESTEC GSF GLOBAL BOND FUND

TOP RISK-ADJUSTED PERFORMERS OVER FIVE YEARS

DOMESTIC FUNDS

Best Worldwide Asset Allocation Flexible Fund: FLAGSHIP IP WORLDWIDE FLEXIBLE FUND OF FUNDS

Best Foreign Asset Allocation Flexible Fund: ALLAN GRAY-ORBIS GLOBAL FUND OF FUNDS

Best Domestic Asset Allocation Prudential Medium Equity Fund: ABSA BALANCED FUND (A class)

Best Domestic Asset Allocation Prudential Low Equity Fund: METROPOLITAN ODYSSEY CONSERVATIVE FUND OF FUNDS

Best Domestic Asset Allocation Prudential Variable Equity Fund: DOTPORT STABLE PRUDENTIAL FUND OF FUNDS

Best Domestic Fixed-Interest Bond Fund: NEDGROUP INVESTMENTS BOND FUND (A class)

Best Foreign Equity General Fund: ALLAN GRAY-ORBIS GLOBAL EQUITY FEEDER FUND

Best Real Estate Fund: STANLIB PROPERTY INCOME FUND

(The fund with the highest PlexCrown rating over five years in the Asisa domestic real estate general sector)

FOREIGN FUNDS

Best Offshore Global Fixed-Interest Bond Fund: INVESTEC GSF GLOBAL BOND FUND

Best Offshore Global Equity Fund: FRANKLIN GLOBAL SMALL-MID CAP GROWTH FUND

Source: ProfileData