<\/p>\n
Resource, gold and global equity funds dominated the latest PlexCrown rankings of South Africa\u2019s best-performing unit trusts, with some funds delivering returns of more than 90% over 12 months.<\/p>\n
The rankings are based on fund performance up to 31 March 2026 and compare returns across a range of investment periods.<\/p>\n
Listen\/read:
Peer group benchmarks vs transparent indices: Why investors should scrutinise fund benchmarks
Demystifying SA\u2019s retail investment surge<\/p>\n
The latest tables from PlexCrown \u2013 a retail unit trust fund-rating agency in South Africa \u2013 rank the best-performing domestic and offshore funds over three months, 12 months, three years, five years, and 10 years according to yield. Returns for periods longer than one year are annualised.<\/p>\n
PlexCrown says its ratings are based on a combination of recognised statistical measures.<\/p>\n
The rankings come after PlexCrown recently updated parts of its methodology and ratings framework.<\/p>\n
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One of the changes was the removal of multi-asset income ratings. PlexCrown says it discontinued the publication of risk-adjusted return ratings for this category because of an increase in less liquid instruments \u2013 particularly those that are not priced daily.<\/p>\n
The agency also changed how it calculates overall management company ratings. Asset managers now only need qualifying funds across three broad categories instead of four to qualify for a rating.<\/p>\n
Domestic fund performance\u00a0<\/p>\n
The tables below show the best-performing domestic funds with regard to yield over five different periods.<\/p>\n
Three months<\/p>\n
Fund
\nYield\u00a0<\/p>\n
1. Blue Quadrant Worldwide Flexible Prescient Fund A
\n31.15%<\/p>\n
2. AG Capital BCI Value Flexible Fund A
\n15.28%<\/p>\n
3. Celerity Ci Diversified Fund A
\n13.37%<\/p>\n
4. Satrix Global Infrastructure Feeder ETF
\n12.98%<\/p>\n
5. Satrix Inclusion and Diversity ETF
\n11.87%<\/p>\n
12 months<\/p>\n
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Fund
\nYield<\/p>\n
1. Satrix RESI ETF A
\n94.29%<\/p>\n
2. Ninety One Commodity Fund A
\n90.56%<\/p>\n
3. Old Mutual Gold Fund R
\n86.19%<\/p>\n
4. Momentum Resources Fund A
\n81.91%<\/p>\n
5. Sanlam Investment Management SCI Resources Fund A
\n81.89%<\/p>\n
Three years\u00a0<\/p>\n
Fund
\nYield\u00a0<\/p>\n
1. Old Mutual Gold Fund R
\n49.07%<\/p>\n
2. EasyETFs Global Equity Actively Managed ETF
\n44.33%<\/p>\n
3. Raven BCI Worldwide Flexible Fund A
\n37.50%<\/p>\n
4. SaltLight BCI Worldwide Flexible Fund A2
\n31.31%<\/p>\n
5. Satrix RESI ETF A
\n28.67%<\/p>\n
Five years<\/p>\n
Fund
\nYield<\/p>\n
1. Blue Quadrant Worldwide Flexible Prescient Fund A
\n39.37%<\/p>\n
2. Old Mutual Gold Fund R
\n36.41%<\/p>\n
3. PSG SA Equity Fund F
\n23.37%<\/p>\n
4. EasyETFs Global Equity Actively Managed ETF
\n21.51%<\/p>\n
5. 1NVEST S&P 500 Info Tech Index Feeder ETF
\n20.85%<\/p>\n
\u00a010 years\u00a0<\/p>\n
Fund
\nYield<\/p>\n
1. Coronation Resources Fund P
\n24.46%<\/p>\n
2. EasyETFs Global Equity Actively Managed ETF
\n23.35%<\/p>\n
3. Sanlam Investment Management SCI Resources Fund A
\n22.29%<\/p>\n
4. Blue Quadrant Worldwide Flexible Prescient Fund A
\n22.05%<\/p>\n
5. Nedgroup Investments Mining & Resource Fund A
\n21.22%<\/p>\n
International fund performance<\/p>\n
The top five international\/offshore funds for each period are:<\/p>\n
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Three months<\/p>\n
Fund
\nYield<\/p>\n
1. Franklin Natural Resources Fund
\n25.17%<\/p>\n
2. Blue Quadrant USD Capital Growth Fund (USD) \u2013 A A
\n21.98%<\/p>\n
3. Templeton Latin America Fund
\n20.54%<\/p>\n
4. Rozendal Global Fund (USD) \u2013 A
\n20.27%<\/p>\n
5. Capicraft Global Creator (USD) \u2013 A
\n13.59%<\/p>\n
12 months<\/p>\n
Fund
\nYield<\/p>\n
1. Schroder International Selection Fund Global Gold C
\n108.55%<\/p>\n
2. Ninety One GSF Global Gold Fund A Acc
\n95.77%<\/p>\n
3. VAM US Micro Cap Growth Fund A
\n51.21%<\/p>\n
4. Allan Gray Africa ex-SA Equity Fund (USD) \u2013 A
\n50.52%<\/p>\n
5. Franklin Biotechnology Discovery Fund
\n49.15%<\/p>\n
\u00a0Three\u00a0years<\/p>\n
Fund
\nYield<\/p>\n
1. Schroder International Selection Fund Global Gold C
\n52.42%<\/p>\n
2. Ninety One GSF Global Gold Fund A Acc
\n41.84%<\/p>\n
3. Denker Global Financial Fund
\n27.10%<\/p>\n
4. High Street Wealth Warriors Fund (USD) \u2013 A A
\n25.77%<\/p>\n
5. Allan Gray Frontier Markets Equity Fund
\n24.98%<\/p>\n
Five years\u00a0<\/p>\n
Fund
\nYield\u00a0<\/p>\n
1. Schroder International Selection Fund Global Gold C
\n33.61%<\/p>\n
2. Ninety One GSF Global Gold Fund A Acc
\n28.75%<\/p>\n
3. Franklin Natural Resources Fund
\n22.14%<\/p>\n
4. Orbis SICAV International Equity Fund
\n21.35%<\/p>\n
5. Ranmore Global Equity Fund
\n21.07%<\/p>\n
10 years<\/p>\n
Fund
\nYield<\/p>\n
1. Franklin Technology Fund
\n19.26%<\/p>\n
2. Ninety One GSF Global Gold Fund A Acc
\n19.03%<\/p>\n
3. VAM US Micro Cap Growth Fund A
\n18.51%<\/p>\n
4. Dodge & Cox Worldwide Funds \u2013 US Stock Fund Acc (USD)
\n17.25%<\/p>\n
5. VAM US Small Cap Growth Fund A
\n15.47%<\/p>\n
#Gold #resource #funds #dominate #latest #PlexCrown #rankings<\/p>\n","protected":false},"excerpt":{"rendered":"
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