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10X Defensive Fund | South African–Multi Asset–Low Equity
Reg Compliant
130.8922    +0.2464    (+0.189%)
NAV price (ZAR) Thu 22 Jan 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 171 Rand-denominated South African--Multi Asset--Low Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Multi Asset--Low Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Mar 2019
Fund Size (ZAR) 2 047 729 850
Latest Price 130.89
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/09) 0.64%
Minimum InvestmentR1 000
TTM Distribution Yield 5.09%
Fund Objective
The 10X Low Equity Index Fund shall be a low equity portfolio. The primary investment objective of the 10X Low Equity Index Fund is to track as closely as possible, the performance of the 10X Low Equity Index, a published multi-asset low equity composite index that is diversified across a number of constituent indices, and calculated and published daily by a recognised index compiler. The 10X Low Equity Index Fund in tracking the 10X Low Equity Index shall provide a steady level of income and long term capital growth while seeking to preserve capital through a spectrum of investments in the equity, bond, money and property markets....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities19.69%  
 Foreign Equities13.84%  
 SA Bonds35.18%  
 Foreign Bonds7.74%  
 SA Property2.55%  
 Foreign Property0.13%  
 SA Cash15.44%  
 Foreign Cash5.43%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
10X60D 2 276 111 359.2618.56%
10XDE 2 124 864 229.4111.85%
FOREIGNBO 0 131.786.81%
FOREIGNEQ 0 127.156.57%
10XGBD 1 077 088 113.535.87%
10XMMD 102 901 394 103.515.35%
10XILD 1 077 835 103.065.32%
MM-06MONTH 0 83.794.33%
I2033 50 951 000 68.183.52%
GLODIV 3 182 523 63.463.28%
Totals  1 383.1371.47%
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22 Jan130.89+0.25+0.19% 
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