|
LONG-TERM
UNIT TRUST PERFORMANCES - 1
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Lump
sum investment to March 2002
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|
Unit
trusts & indices
|
1
year*
%
change
S-S
|
1
year
%
change
B-S
|
3
years
%
AGR
B-S
|
5
years
%
AGR
B-S
|
7
years
%
AGR
B-S
|
10
years
%
AGR
B-S
|
15
years
%
AGR
B-S
|
20
years
%
AGR
B-S
|
25
years
%
AGR
B-S
|
| DOMESTIC EQUITY FUNDS (128) | |||||||||
| DOMESTIC EQ GENERAL (51) | |||||||||
| ABSA General R |
27,24
|
19,6
|
-1,23
|
1,04
|
5,47
|
9,02
|
N/A
|
N/A
|
N/A
|
| ABSA Growth FoF |
13,61
|
8,54
|
11,27
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Afr'Harvest Core Equity |
21,36
|
15,37
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Afr'Harvest Rainmaker |
42,19
|
35,21
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Allan Gray Equity |
28,51
|
23,14
|
31,86
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| BoE Aggressive Equity |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| BoE Equity |
18,25
|
11,07
|
2,67
|
2,31
|
9,61
|
13,52
|
N/A
|
N/A
|
N/A
|
| Brait Accelerated Growth |
20,39
|
19,67
|
9,17
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Community Growth |
17,79
|
10,67
|
8,45
|
8,37
|
11,06
|
N/A
|
N/A
|
N/A
|
N/A
|
| Coronation High Growth |
21,16
|
13,99
|
8,54
|
8,6
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Fairheads Equity |
17,36
|
10,25
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FNB Growth |
30,49
|
23,38
|
9,67
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Fraters Earth Equity |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB Diversified FoF |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB LT Wealth Creator |
16,2
|
9,17
|
10,76
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB Prime Select |
28,44
|
20,73
|
16,37
|
15,54
|
20
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB Quants Core Equity |
25,07
|
17,53
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Futuregrowth Core Equity |
23,79
|
22,42
|
10,67
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Galaxy Aggressive |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Galaxy Equity |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Gryphon Imp General Equity |
15,24
|
9,47
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Gryphon Imp SA Tracker |
17,65
|
11,73
|
12,86
|
7,23
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Inv Solutions Pure Equity |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Investec Equity R |
44,54
|
35,77
|
14,19
|
11,15
|
14,9
|
17,48
|
N/A
|
N/A
|
N/A
|
| Investec Index R |
37,52
|
36,69
|
22,29
|
11,74
|
12,79
|
N/A
|
N/A
|
N/A
|
N/A
|
| Investec Managed Equity A |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Liberty Prosperity R |
27,78
|
19,64
|
17,02
|
8,01
|
10,58
|
N/A
|
N/A
|
N/A
|
N/A
|
| Liberty RSA Equity R |
28,46
|
20,68
|
16,66
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Liberty Wealthbuilder R |
32,27
|
23,9
|
18,99
|
8,38
|
10,83
|
13,16
|
15,57
|
20,38
|
23,16
|
| mCubed Capital Equity FoF |
22,47
|
15,03
|
4,76
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Metropolitan General Equity |
18,41
|
11,33
|
8,22
|
9,99
|
15,81
|
15,09
|
N/A
|
N/A
|
N/A
|
| Nedbank Aggressive FoF |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Nedbank Growth |
16,62
|
9,59
|
-3,45
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Nedbank Harlequin |
1,96
|
-4,25
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| NIB Altitude Equity FoF A |
12,66
|
5,85
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| NIB Horizon Equity FoF A |
18,19
|
11,05
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Oasis General Equity |
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Old Mutual Growth |
14,72
|
7,69
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Old Mutual Investors |
31,62
|
23,56
|
13,97
|
8,35
|
10,74
|
12,36
|
15,3
|
21,01
|
22,99
|
| Old Mutual Top Companies |
18,77
|
11,49
|
6,18
|
3,26
|
8,88
|
11,76
|
N/A
|
N/A
|
N/A
|
| Prudential Optimiser |
25,53
|
17,86
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| RMB Equity |
25,8
|
18,22
|
11,59
|
6,57
|
11,65
|
13,73
|
N/A
|
N/A
|
N/A
|
| RMB Performance FoF |
21,29
|
14,62
|
6,81
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Sage Fund |
26,6
|
18,87
|
15,16
|
7,52
|
11,93
|
12,53
|
14,91
|
19,32
|
21,5
|
| Sage MultiFocus FoF |
20,2
|
13,63
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Sanlam Future Trends |
9,97
|
3,84
|
-3,03
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Sanlam General |
18,46
|
11,23
|
6,87
|
4,68
|
8,74
|
9,24
|
12,11
|
16,7
|
19,2
|
| Standard Bk Aggressive FoF A |
23,8
|
16,78
|
4,07
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Standard Bk Index R |
33,5
|
25,9
|
20,21
|
10,39
|
12,04
|
N/A
|
N/A
|
N/A
|
N/A
|
| Standard Bk Mutual R |
16,34
|
9,58
|
5,18
|
2,79
|
6,93
|
9,77
|
13,12
|
17,49
|
19,68
|
| Woolworths Unit Trust |
21,95
|
17,64
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| DOMESTIC EQ GROWTH (10) | |||||||||
| Appleton Visionary Growth |
-4,13
|
-10,04
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| BoE GARP |
2,01
|
-4,18
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB Growth |
10,22
|
3,59
|
-9,22
|
-7,47
|
-1,01
|
4,5
|
N/A
|
N/A
|
N/A
|
| Futuregrowth Core Growth |
4,61
|
3,45
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Investec Growth R |
27,98
|
20,38
|
-1,3
|
1,8
|
7,5
|
14,56
|
N/A
|
N/A
|
N/A
|
| Liberty Capital Focus R |
12,67
|
5,49
|
-5,92
|
-2,68
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A-
|
| PSG Growth |
-2,86
|
-7,65
|
-8,55
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| RMB Strategic Opportunities R |
23,56
|
16,14
|
9,5
|
15,53
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Sanlam Prime Growth |
-0,5
|
-6,57
|
-11,3
|
-6,68
|
1,08
|
5,57
|
9,09
|
13,12
|
16,18
|
| Standard Bk Equity Growth R |
17,06
|
10,31
|
-5,53
|
-4,65
|
2,36
|
N/A
|
N/A
|
N/A
|
N/A
|
| DOMESTIC EQ VALUE (9) | |||||||||
| Afr'Harvest Aggressive Value |
14,62
|
8,98
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| BoE Value |
42,96
|
34,28
|
20,2
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| FT NIB Value |
27,97
|
20,43
|
19,81
|
9,96
|
11,86
|
12,78
|
N/A
|
N/A
|
N/A
|
| Investec Value R |
44,73
|
35,96
|
23,28
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Liberty Value A |
17,85
|
10,38
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Old Mutual Value |
23,85
|
16,26
|
19,76
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Prudential Contra Maximiser |
22,44
|
14,96
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| RMB Value |
39,15
|
30,74
|
18,25
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
| Sanlam Value |
25,79
|
18,82
|
17,26
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
|
Continued
- 2
|
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