Institutional portfolios

Show:
South African institutional portfolios annualised performance (rand) in percentage per annum to 30 September 2018
Local portfolios (before local fees)
AUM (R billion)
Inception date
Since inception (%)
10 years (%)
5 years (%)
3 years (%)
1 year (%)
Domestic Equity Composite (minimum net equity 75% - 95%)
AUM (R billion)
57.1
Inception date
1 Jan 1990
Since inception (%)
19.8 14.0/14.2
10 years (%) Fund Benchmark
13.6 12.1
5 years (%) Fund Benchmark
10.3 8.0
3 years (%) Fund Benchmark
9.8 6.7
1 year (%) Fund Benchmark
7.6 3.3
Domestic Equity Pooled Portfolio (minimum net equity 90%)
AUM (R billion)
5.1
Inception date
1 Feb 2001
Since inception (%)
20.0 14.0/14.2
10 years (%) Fund Benchmark
14.0 12.1
5 years (%) Fund Benchmark
10.6 8.0
3 years (%) Fund Benchmark
10.1 6.7
1 year (%) Fund Benchmark
7.8 3.3
Domestic Balanced Composite
AUM (R billion)
33.8
Inception date
1 Jan 1978
Since inception (%)
21.3 16.8/14.1
10 years (%) Fund Benchmark
12.3 10.9
5 years (%) Fund Benchmark
10.0 6.9
3 years (%) Fund Benchmark
10.2 6.0
1 year (%) Fund Benchmark
7.3 2.9
Domestic Balanced Pooled Portfolio
AUM (R billion)
3.2
Inception date
1 Sep 2001
Since inception (%)
17.2 16.8/14.1
10 years (%) Fund Benchmark
12.4 10.9
5 years (%) Fund Benchmark
10.0 6.9
3 years (%) Fund Benchmark
10.2 6.0
1 year (%) Fund Benchmark
7.4 2.9
Domestic Stable Composite
AUM (R billion)
2.3
Inception date
1 Dec 2001
Since inception (%)
12.8 9.9
10 years (%) Fund Benchmark
9.8 8.6
5 years (%) Fund Benchmark
9.8 8.6
3 years (%) Fund Benchmark
10.4 9.1
1 year (%) Fund Benchmark
10.0 9.0
Domestic Stable Pooled Portfolio
AUM (R billion)
1.5
Inception date
1 Dec 2001
Since inception (%)
13.1 9.9
10 years (%) Fund Benchmark
9.9 8.6
5 years (%) Fund Benchmark
9.9 8.6
3 years (%) Fund Benchmark
10.6 9.1
1 year (%) Fund Benchmark
10.0 9.0
Global portfolios, limited to 25% foreign exposure (before local, but after foreign fees)
AUM (R billon)
Inception date
Since inception (%)
10 years (%)
5 years (%)
3 years (%)
1 year (%)
Global Balanced Composite
AUM (R billon)
61.6
Inception date
1 Jan 1978
Since inception (%)
21.1 16.6/13.5
10 years (%) Fund Benchmark
12.7 11.4
5 years (%) Fund Benchmark
10.2 7.9
3 years (%) Fund Benchmark
10.2 6.9
1 year (%) Fund Benchmark
7.1 4.4
Global Balanced Pooled Portfolio
AUM (R billon)
4.0
Inception date
1 Sep 2000
Since inception (%)
17.5 16.6/13.5
10 years (%) Fund Benchmark
12.8 11.4
5 years (%) Fund Benchmark
10.2 7.9
3 years (%) Fund Benchmark
10.2 6.9
1 year (%) Fund Benchmark
6.6 4.4
Global Balanced (RRF) Pooled Portfolio
AUM (R billon)
31.8
Inception date
1 Sep 2000
Since inception (%)
17.5 16.6/13.5
10 years (%) Fund Benchmark
12.8 11.4
5 years (%) Fund Benchmark
10.2 7.9
3 years (%) Fund Benchmark
10.3 6.9
1 year (%) Fund Benchmark
7.3 4.4
Global Stable Composite
AUM (R billon)
8.4
Inception date
15 Jul 2004
Since inception (%)
12.6 9.2
10 years (%) Fund Benchmark
10.3 8.6
5 years (%) Fund Benchmark
10.0 8.6
3 years (%) Fund Benchmark
10.7 9.1
1 year (%) Fund Benchmark
9.7 9.0
Global Stable Pooled Portfolio
AUM (R billon)
7.1
Inception date
15 Jul 2004
Since inception (%)
12.6 9.2
10 years (%) Fund Benchmark
10.4 8.6
5 years (%) Fund Benchmark
10.0 8.6
3 years (%) Fund Benchmark
10.6 9.1
1 year (%) Fund Benchmark
9.6 9.0
Global Absolute Composite
AUM (R billon)
12.0
Inception date
1 Mar 2004
Since inception (%)
14.6 13.9
10 years (%) Fund Benchmark
10.6 11.4
5 years (%) Fund Benchmark
9.0 7.9
3 years (%) Fund Benchmark
8.8 6.9
1 year (%) Fund Benchmark
6.9 4.4
Global Absolute Pooled Portfolio
AUM (R billon)
4.0
Inception date
1 Mar 2004
Since inception (%)
14.8 13.9
10 years (%) Fund Benchmark
10.8 11.4
5 years (%) Fund Benchmark
9.1 7.9
3 years (%) Fund Benchmark
9.0 6.9
1 year (%) Fund Benchmark
7.3 4.4
Foreign only portfolios (after fees)
AUM (R billion)
Inception date
Since inception (%)
10 years (%)
5 years (%)
3 years (%)
1 year (%)
Orbis Global Equity Strategy
AUM (R billion)
100.4
Inception date
1 Jan 1990
Since inception (%)
18.8 13.2/13.7
10 years (%) Fund Benchmark
17.2 14.8
5 years (%) Fund Benchmark
16.8 15.4
3 years (%) Fund Benchmark
17.6 10.4
1 year (%) Fund Benchmark
11.4 5.7
Orbis Global Equity (RRF) Pooled Portfolio
AUM (R billion)
1.1
Inception date
18 May 2004
Since inception (%)
14.8 13.2/13.7
10 years (%) Fund Benchmark
15.5 14.8
5 years (%) Fund Benchmark
13.7 15.4
3 years (%) Fund Benchmark
11.5 10.4
1 year (%) Fund Benchmark
-1.3 5.7
Foreign Balanced Composite
AUM (R billion)
4.7
Inception date
23 May 1996
Since inception (%)
14.3 16.1/7.9
10 years (%) Fund Benchmark
12.2 11.7
5 years (%) Fund Benchmark
11.1 12.5
3 years (%) Fund Benchmark
12.0 7.7
1 year (%) Fund Benchmark
6.7 4.5
Orbis Global Balanced Strategy
AUM (R billion)
59.4
Inception date
1 Jan 2013
Since inception (%)
19.1 16.1/7.9
10 years (%) Fund Benchmark
11.7
5 years (%) Fund Benchmark
14.6 12.5
3 years (%) Fund Benchmark
13.0 7.7
1 year (%) Fund Benchmark
8.0 4.5
Orbis Global Balanced (RRF) Pooled Portfolio
AUM (R billion)
0.6
Inception date
23 Jan 2002
Since inception (%)
9.0 16.1/7.9
10 years (%) Fund Benchmark
10.9 11.7
5 years (%) Fund Benchmark
10.9 12.5
3 years (%) Fund Benchmark
10.0 7.7
1 year (%) Fund Benchmark
0.3 4.5

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