TOP OUTRIGHT PERFORMERS
The top performers to December 2014 on a straight performance basis in asset and sector-specific ASISA categories(including the main Multi-Asset subcategories).
Methodology: Funds are ranked on a three-year lump sum NAV to NAV basis (i.e. entry costs are not taken into account)with income distributions reinvested at the ex-dividend date. Calculations by ProfileData.
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 EQUITY GENERAL FUND
The fund with the highest ProfileData total investment return ranking over three years in the ASISA South African Equity General sub-category
Harvard House BCI General Equity 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 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 INTEREST-BEARING FUND
The fund with the highest ProfileData total investment return ranking over three years in the ASISA South African Interest-Bearing Short-Term, Variable-Term and South African Multi-Asset Income sub-categories
Harvard House BCI Flexible Income Fund
BEST SOUTH AFRICAN REAL ESTATE FUND
Absa Property Equity Fund
BEST (SA-DOMICILED) GLOBAL MULTI-ASSET FLEXIBLE FUND
Old Mutual International Growth Fund of Funds
BEST (SA-DOMICILED) GLOBAL MULTI-ASSET LOW EQUITY FUND
Coronation Global Capital Plus [ZAR] Feeder Fund
BEST (SA-DOMICILED) GLOBAL MULTI-ASSET HIGH EQUITY FUND
Coronation Global Managed [ZAR] Feeder Fund
BEST (SA-DOMICILED) GLOBAL REAL ESTATE FUND
Catalyst Global Real Estate Feeder Fund
BEST (SA-DOMICILED) WORLDWIDE MULTI-ASSET FLEXIBLE FUND
Imalivest MET Worldwide Flexible Fund
BEST (SA-DOMICILED) GLOBAL EQUITY GENERAL FUND
The fund with the highest ProfileData total investment return ranking over three years in the ASISA Global Equity
General sub-category
Old Mutual Global Equity Fund
OFFSHORE FUND AWARDS
BEST (FSB-APPROVED) OFFSHORE EUROPE EQUITY GENERAL FUND
Templeton Euroland Fund
BEST (FSB-APPROVED) OFFSHORE USA EQUITY GENERAL FUND
STANLIB Offshore America Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL REAL ESTATE GENERAL FUND
Sarasin IE Real Estate Equity - Global (GBP) Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL FIXED INTEREST BOND FUND
STANLIB Global Bond
BEST (FSB-APPROVED) OFFSHORE GLOBAL ASSET ALLOCATION FUND
Coronation Global Managed (USD) Fund
BEST (FSB-APPROVED) 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
Contrarius Global Equity Fund (Ireland)
TOP RISK-ADJUSTED PERFORMERS
Top performers to December 2014 on a risk-adjusted basis in the Mulit-Asset 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 (e.g. 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.
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.
BEST SOUTH AFRICAN GENERAL EQUITY FUND ON A RISK-ADJUSTED BASIS
The fund with the highest PlexCrown rating and rank in the ASISA South African Equity General sub-category
Sasfin MET Equity Fund
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 MULTI-ASSET EQUITY FUND ON A RISK-ADJUSTED BASIS
The fund with the highest PlexCrown rating and rank in the ASISA South African Multi-Asset Low, Medium and High Equity sub-categories
27four Stable Prescient Fund of Funds
BEST SOUTH AFRICAN MULTI-ASSET FLEXIBLE FUND ON A RISK-ADJUSTED BASIS
The fund with the highest PlexCrown rating and rank in the ASISA South African Multi-Asset Flexible sector
ClucasGray Future Titans Prescient Fund
BEST SOUTH AFRICAN INTEREST-BEARING VARIABLE-TERM FUND ON A RISK-ADJUSTED BASIS
Absa Multi-Managed Bond Fund
BEST SOUTH AFRICAN INTEREST-BEARING SHORT-TERM FUND ON A RISK-ADJUSTED BASIS
Coronation Jibar Plus Fund
BEST SOUTH AFRICAN MULTI-ASSET INCOME FUND ON A RISK-ADJUSTED BASIS
Coronation Strategic Income Fund
BEST SOUTH AFRICAN REAL ESTATE FUND ON A RISK-ADJUSTED BASIS
Absa Property Equity Fund
BEST (SA-DOMICILED) GLOBAL EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS
Old Mutual Global Equity Fund
BEST (SA DOMICILED) GLOBAL MULTI-ASSET LOW EQUITY FUND ON A RISK-ADJUSTED BASIS
Coronation Global Capital Plus [ZAR] Feeder Fund
BEST (SA-DOMICILED) GLOBAL MULTI-ASSET HIGH EQUITY FUND ON A RISK-ADJUSTED BASIS
Coronation Global Managed [ZAR] Feeder Fund
BEST (SA DOMICILED) GLOBAL REAL ESTATE FUND ON A RISK-ADJUSTED BASIS
Catalyst Global Real Estate Feeder Fund
BEST (SA-DOMICILED) GLOBAL MULTI-ASSET FLEXIBLE FUND
Old Mutual International Growth Fund of Funds
BEST (SA-DOMICILED) WORLDWIDE MULTI-ASSET FLEXIBLE FUND
Rootstock MET Worldwide Flexible Fund
OFFSHORE RISK-ADJUSTED FUND AWARDS
BEST (FSB-APPROVED) OFFSHORE EUROPE EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS
Franklin European Growth Fund
BEST (FSB-APPROVED) OFFSHORE USA EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS
STANLIB Offshore America Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL REAL ESTATE GENERAL FUND ON A RISK-ADJUSTED BASIS
Sarasin IE Real Estate Equity - Global (GBP) Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL FIXED INTEREST BOND FUND ON A RISK-ADJUSTED BASIS
STANLIB Global Bond Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS
Investec GSF Global Strategic Equity Fund
BEST (FSB-APPROVED) OFFSHORE GLOBAL ASSET ALLOCATION FUND ON A RISK-ADJUSTED BASIS
The fund with the highest PlexCrown rating and rank in ProfileData's Offshore Global Asset Allocation Flexible and
Prudential sectors
Lloyds Multi Strategy Fund Limited Growth Strategy
TOP MANAGEMENT COMPANIES OF THE YEAR
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-rated sub-categories and sectors (e.g. money market sectors) are not taken into consideration.
OFFSHORE MANAGEMENT COMPANY OF THE YEAR
The overseas-domiciled management company with the best overall risk-adjusted performance across sectors consisting of a suite of five or more non-rand-denominated funds with at least a five-year history.
Oasis
SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 3RD PLACE
Nedgroup Investments
SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR – 2ND PLACE
PSG
SOUTH AFRICAN MANAGEMENT COMPANY OF THE YEAR
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 skill and fund sizes are incorporated.
Coronation