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| wdt_ID | Fund Name | Benchmark | Fact Sheet | 5Y Ann. Return (%) | 3Y Ann. Return (%) | 1Y Ann. Return (%) | Perf. as of | Fund Type | Strategy | Regulation 28 Compliant | Shari'ah Compliant | Risk Rating | Institutional | Individual | Umbrella Fund | Discretionary Savings | Tax Free Savings | Retirement Annuity | Preservation | Living Annuity | Endowment | Multi-Asset Class | Equity | Global | Shari'ah Compliant | Income | Money Market | Hedge Funds | AIMS | Allan Gray (on request) | Allan Gray (Core) | Discovery Invest | investec | Liberty Bold | Momentum Wealth | PPS (on request) | Old Mutual International | Old Mutual Wealth | PSG | Sanlam Glacier | Stanlib |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 27four Money Market Fund A2 | STeFI | 7,28 | 8,58 | 7,81 | 2026/03/31 | Unit Trust | Money Market | Yes | 1 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | ||||||||||||||||||||||
| 2 | 27four Diversified Income Fund | 110% STeFI | 7,91 | 8,90 | 8,26 | 2026/03/31 | Unit Trust | Income | Yes | 2 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||
| 3 | 27four Stable Fund of Funds | South African - Multi Asset - Low Equity Category Average | 10,34 | 12,12 | 14,16 | 2026/03/31 | Unit Trust | Multi-Asset Class | Yes | 2 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||
| 4 | 27four Balanced Fund of Funds | South African - Multi Asset - Medium Equity Category Average | 10,89 | 12,81 | 16,28 | 2026/03/31 | Unit Trust | Multi-Asset Class | Yes | 3 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||
| 5 | 27four Asset Select Fund of Funds | South African - Multi Asset - High Equity Category Average | 10,73 | 12,52 | 16,65 | 2026/03/31 | Unit Trust | Multi-Asset Class | Yes | 4 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | ||||||||||||||||||
| 6 | 27four Global Equity Feeder Fund | MSCI World Price Index | 9,41 | 12,63 | 5,43 | 2026/03/31 | Unit Trust | Global | 5 | Yes | Yes | Yes | Yes | Yes | Yes | ||||||||||||||||||||||||||
| 7 | 27four Shari'ah Income Fund | 110% STeFI | 7,12 | 8,10 | 8,99 | 2026/03/31 | Unit Trust | Shari'ah Compliant | Yes | Yes | 2 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||||
| 8 | 27four Shari'ah Balanced Fund of Funds | South African - Multi Asset - Medium Equity Category Average | 8,86 | 10,38 | 19,78 | 2026/03/31 | Unit Trust | Shari'ah Compliant | Yes | Yes | 3 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||
| 9 | 27four Shari'ah Active Equity Fund | Average of SA Shari’ah General Equity Funds | 9,62 | 11,71 | 25,20 | 2026/03/31 | Unit Trust | Global | Yes | 5 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | ||||||||||||||||||
| 10 | 27four SA Multifactor Equity AMETF | Capped SWIX All Share | 0,00 | 0,00 | 33,69 | 2026/03/31 | Actively Managed ETF | Multi-Factor | 5 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||||
| 11 | 27four Global Shari'ah Equity AMETF | MSCI World Islamic Net TR Index_ZAR | 0,00 | 0,00 | 19,40 | 2026/03/31 | Actively Managed ETF | Shari'ah Compliant | 5 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | ||||||||||||||||||||||||
| 13 | 27four Large Cap Equity AMETF | Top 40 | 0,00 | 0,00 | 33,74 | 2026/03/31 | Actively Managed ETF | Indexing | 5 | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||||||
| 14 | 27four Global Multi-Factor Equity AMETF | MSCI World Price Index | 0,00 | 0,00 | 18,72 | 2026/03/31 | Actively Managed ETF | Global | 5 | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||||||
| 15 | 27four Global Equity Fund of Funds (USD and GBP) | MSCI World Price Index | 7,35 | 15,05 | 17,27 | 2026/03/31 | UCITS | Global | 5 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||||||||||||||||
| 16 | Agrarius | - | 0,00 | 0,00 | 12,25 | 2026/03/31 | Impact | Impact Investments | Yes | 3 | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
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| wdt_ID | Fund Name | Benchmark | Fact Sheet | 5Y Ann. Return (%) | 3Y Ann. Return (%) | 1Y Ann. Return (%) | Perf. as of | Fund Type | Strategy | Regulation 28 Compliant | Shari'ah Compliant | Risk Rating | Multi-Asset Class | Global | Shari'ah Compliant | Income | Money Market | Smooth Bonus | Indexing | Multi-Factor | Hedge Funds | Africa ex SA | Diversity, Equity and Inclusion Asset Manager Program (DEI AMP) | Alternatives | Impact Investments | Private Markets | Post-Retirement Availability | 27four Umbrella Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 27four Money Market Fund | STeFI | 7,28 | 8,58 | 7,81 | 2026/03/31 | Unit Trust | Money Market | Yes | 1 | Yes | Yes | Yes | |||||||||||||||
| 2 | 27four Diversified Income Fund | 110% STeFI | 7,91 | 8,90 | 8,26 | 2026/04/01 | Unit Trust | Income | Yes | 2 | Yes | Yes | ||||||||||||||||
| 3 | Progressive Diversified Income Fund | 110% STeFI | 8,87 | 9,72 | 10,36 | 2026/04/02 | Life Pool | DEI | Yes | 2 | Yes | Yes | ||||||||||||||||
| 4 | Progressive CPI+5% Fund | CPI+5% | 12,10 | 14,18 | 18,02 | 2026/04/03 | Life Pool | DEI | Yes | 3 | Yes | Yes | ||||||||||||||||
| 5 | 27four Stable Fund of Funds | South African - Multi Asset - Low Equity Category Average | 10,34 | 12,12 | 14,16 | 2026/04/04 | Unit Trust | Multi-Asset Class | Yes | 2 | Yes | Yes | ||||||||||||||||
| 6 | 27four Balanced Fund of Funds | South African - Multi Asset - Medium Equity Category Average | 10,89 | 12,81 | 16,28 | 2026/04/05 | Unit Trust | Multi-Asset Class | Yes | 3 | Yes | |||||||||||||||||
| 7 | 27four Asset Select Fund of Funds | South African - Multi Asset - High Equity Category Average | 10,73 | 12,52 | 16,65 | 2026/04/06 | Unit Trust | Multi-Asset Class | Yes | 4 | Yes | |||||||||||||||||
| 8 | 27four Global Equity Feeder Fund | MSCI World Price Index | 9,41 | 12,63 | 5,43 | 2026/04/07 | Unit Trust | Global | 5 | Yes | ||||||||||||||||||
| 9 | 27four Shari'ah Income Fund | 110% STeFI | 7,12 | 8,10 | 8,99 | 2026/04/08 | Unit Trust | Shari'ah Compliant | Yes | Yes | 2 | Yes | ||||||||||||||||
| 10 | 27four Shari'ah Balanced Fund of Funds | South African - Multi Asset - Medium Equity Category Average | 8,86 | 10,38 | 19,78 | 2026/04/09 | Unit Trust | Shari'ah Compliant | Yes | Yes | 3 | Yes | Yes | Yes | Yes | |||||||||||||
| 11 | 27four Shari'ah Active Equity Fund | Average of SA Shari’ah General Equity Funds | 9,62 | 11,71 | 25,20 | 2026/04/10 | Unit Trust | Shari'ah Compliant | Yes | 5 | Yes | Yes | ||||||||||||||||
| 12 | 27four High Equity Balanced Fund of Funds | CPI+6% | 12,81 | 14,84 | 18,92 | 2026/04/11 | Unit Trust | DEI | 4 | Yes | ||||||||||||||||||
| 14 | 27four SA Multifactor Equity AMETF | Capped SWIX All Share | 0,00 | 0,00 | 33,69 | 2026/04/12 | Actively Managed ETF | Multi-Factor | 5 | Yes | ||||||||||||||||||
| 15 | 27four Large Cap Equity AMETF | Top 40 | 0,00 | 0,00 | 33,74 | 2026/04/13 | Actively Managed ETF | Indexing | 5 | Yes | ||||||||||||||||||
| 16 | 27four Global Multi-Factor Equity AMETF | MSCI World Price Index | 0,00 | 0,00 | 18,72 | 2026/04/14 | Actively Managed ETF | Global | 5 | Yes | Yes | Yes | ||||||||||||||||
| 17 | 27four CPI+3% Fund | CPI+3% | 10,97 | 13,09 | 15,41 | 2026/04/15 | Life Pool | Multi-Asset Class | Yes | 2 | Yes | Yes | Yes | |||||||||||||||
| 18 | 27four CPI+5% Fund | CPI+5% | 11,65 | 13,86 | 17,37 | 2026/04/16 | Life Pool | Multi-Asset Class | Yes | 3 | Yes | Yes | Yes | |||||||||||||||
| 19 | 27four CPI+7% Fund | CPI+7% | 11,63 | 14,20 | 18,39 | 2026/04/17 | Life Pool | Multi-Asset Class | Yes | 4 | Yes | Yes | Yes | Yes | ||||||||||||||
| 20 | 27four Shari'ah Stable Fund | CPI+2% | 9,56 | 10,42 | 16,75 | 2026/04/18 | Life Pool | Shari'ah Compliant | Yes | Yes | 2 | Yes | Yes | Yes | Yes | |||||||||||||
| 21 | 27four Shari'ah Multi-Managed Balanced Fund | CPI+4% | 10,86 | 12,55 | 21,88 | 2026/04/19 | Life Pool | Shari'ah Compliant | Yes | Yes | 3 | Yes | Yes | Yes | Yes | |||||||||||||
| 22 | 27four Shari'ah Wealth Builder Fund | CPI+6% | 11,10 | 12,76 | 23,65 | 2026/04/20 | Life Pool | Shari'ah Compliant | Yes | Yes | 4 | Yes | Yes | |||||||||||||||
| 23 | 27four Shari'ah Global Flexible Fund | 60% MSCI World Islamic Net Returns ZAR and 40% Dow Jones Global Sukuk Index ZAR | 9,73 | 9,47 | 12,73 | 2026/04/21 | Life Pool | Shari'ah Compliant | Yes | 4 | Yes | |||||||||||||||||
| 24 | 27four Best View Shari'ah Glocal Equity Fund | MSCI World Islamic Net TR Index | 12,33 | 10,85 | 14,77 | 2026/04/22 | Life Pool | Shari'ah Compliant | Yes | 5 | Yes | |||||||||||||||||
| 25 | 27four Global Shari'ah Equity AMETF | MSCI World Islamic Net TR Index_ZAR | 0,00 | 0,00 | 19,40 | 2026/03/31 | Actively Managed ETF | Shari'ah Compliant | Yes | |||||||||||||||||||
| 26 | 27four Global Equity Fund of Funds (USD and GBP) | MSCI World Price Index | 7,35 | 15,05 | 17,27 | 2026/04/23 | UCITS | Global | 5 | Yes | ||||||||||||||||||
| 27 | Black Business Growth Fund | - | 0,00 | 0,00 | 0,00 | 2026/04/24 | Impact | Private Markets | - | Yes | ||||||||||||||||||
| 28 | Agrarius | - | 0,00 | 0,00 | 12,25 | 2026/04/25 | Impact | Impact Investments | Yes | - | Yes | |||||||||||||||||
| 29 | 27four Aegis Private Credit Fund | - | 0,00 | 0,00 | 10,55 | 2026/04/26 | Alternatives | Alternatives | Yes | |||||||||||||||||||
| 31 | 27four Private Real Estate Fund | - | 0,00 | 0,00 | 14,03 | 2026/04/27 | Alternatives | Alternatives | Yes | Yes | Yes | Yes |
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| wdt_ID | Fund Name | Benchmark | Fact Sheet | 5Y Ann. Return (%) | 3Y Ann. Return (%) | 1Y Ann. Return (%) | Perf. as of | Fund Type | Strategy | Regulation 28 Compliant | Shari'ah Compliant | Risk Rating | Institutional | Individual | Umbrella Fund | Shari'ah Compliant | Multi-Asset Class | Smooth Bonus | Post-Retirement Availability |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 27four Umbrella Money Market Fund | STeFI | 7,28 | 8,58 | 7,81 | 2026/03/31 | Unit Trust | Money Market | Yes | 1 | Yes | Yes | Yes | Yes | |||||
| 3 | 27four Umbrella CPI+3 Fund | CPI+3% | 10,97 | 13,09 | 15,41 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | 2 | Yes | Yes | Yes | Yes | |||||
| 4 | 27four Umbrella CPI+5 Fund | CPI+5% | 11,65 | 13,86 | 17,37 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | 3 | Yes | Yes | Yes | Yes | |||||
| 5 | 27four Umbrella CPI+7 Fund | CPI+7% | 11,63 | 14,20 | 18,39 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | 4 | Yes | Yes | Yes | Yes | |||||
| 10 | 27four Shari'ah Income Fund | 110% STeFI | 7,12 | 8,10 | 8,99 | 2026/03/31 | Unit Trust | Income | Yes | Yes | 2 | Yes | Yes | ||||||
| 11 | 27four Shari'ah Stable Fund | CPI+2% | 9,56 | 10,42 | 16,75 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | Yes | 2 | Yes | Yes | ||||||
| 12 | 27four Umbrella Shariah Multi-Managed Balanced Fund | CPI+4% | 10,86 | 12,55 | 21,88 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | Yes | 3 | Yes | Yes | ||||||
| 13 | 27four Umbrella Shariah Wealth Builder Fund | CPI+6% | 11,10 | 12,76 | 23,65 | 2026/03/31 | Life Pool | Multi-Asset Class | Yes | Yes | 4 | Yes | Yes |
| wdt_ID | Fund Manager | Fund Name | Fact Sheet | Fund manager website | Contact person |
|---|---|---|---|---|---|
| 1 | Balondolozi Investment Services | Balondolozi Bond 27four Fund | R846 | yolande@balondolozi.co.za | |
| 3 | Benguela Global Fund Managers | Benguela Global Equity 27four Feeder Fund | tidimatso@benguelaglobal.com | ||
| 4 | Excelsia Capital | Excelsia Equity 27four Fund | dmcdonald@excelsia.co.za | ||
| 5 | Lodestar Fund Managers | Lodestar Global Equity 27four Fund | reza@lodestarfunds.com | ||
| 6 | Lodestar Fund Managers | Lodestar Core Equity 27Four Fund | reza@lodestarfunds.com | ||
| 7 | Mianzo Asset Managers | Mianzo CPI + 3% 27four Fund | Faldie@mianzo.co.za | ||
| 8 | Mianzo Asset Managers | Mianzo Equity 27four Fund | Faldie@mianzo.co.za | ||
| 9 | MSM Property Fund | MSM Property 27four Fund | Hailey Jansen | ||
| 10 | Prowess Investment Managers | Prowess Diversified Income 27four Fund | Cheryl@prowessinvestments.com | ||
| 11 | Prowess Investment Managers | Prowess Capped SWIX 40 27fourTracker Fund | Cheryl@prowessinvestments.com | ||
| 12 | Prowess Investment Managers | Prowess Balanced 27four Fund | Cheryl@prowessinvestments.com | ||
| 13 | Prowess Investment Managers | Prowess Bond 27four Fund | Cheryl@prowessinvestments.com | ||
| 14 | Prowess Investment Managers | Prowess Money Market 27four Fund | Cheryl@prowessinvestments.com | ||
| 15 | Capital Link Partners | Capital Link Partners Stable Income 27Four Fund | info@clpsa.co.za | ||
| 17 | Excelsia Capital | Excelsia Flexible Income 27four Fund | dmcdonald@excelsia.co.za | ||
| 18 | Independent Alternatives | Independent Alternatives 27four Active Bond Fund | info@independentalternatives.co.za | ||
| 19 | Mianzo Asset Managers | Mianzo Islamic Domestic Equity 27four Fund | Faldie@mianzo.co.za | ||
| 20 | Mianzo Asset Managers | Mianzo Money Market 27four Fund | Faldie@mianzo.co.za | ||
| 21 | Wealthvest | Wealthvest Shariah Equity 27four Fund | ir@wealthvest.co.za |