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10X Moderate Fund | South African–Multi Asset–Medium Equity
Reg Compliant
147.6945    -0.1628    (-0.110%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 115 Rand-denominated South African--Multi Asset--Medium 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--Medium 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) 3 545 749 937
Latest Price 147.69
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.62%
Minimum InvestmentR1 000
TTM Distribution Yield 4.11%
Fund Objective
The 10X Medium Equity Index Fund shall be a medium equity portfolio. The primary investment objective of the 10X Medium Equity Index Fund is to track as closely as possible, the performance of the 10X Medium Equity Index, a published multi-asset medium equity composite index that is diversified across a number of constituent indices, and calculated and published daily by a recognised index compiler. The 10X Medium Equity Index Fund in tracking the 10X Medium Equity Index shall maximise medium to long term capital growth through a spectrum of investments in the equity, bond, money and property markets with less expected volatility than a high equity fund....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities30.90%  
 Foreign Equities17.41%  
 SA Bonds25.20%  
 Foreign Bonds14.90%  
 SA Property3.15%  
 Foreign Property0.32%  
 SA Cash3.85%  
 Foreign Cash4.26%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
FOREIGNBO 0 526.6715.13%
10XDE 2 921 666 314.509.03%
FOREIGNEQ 0 250.947.21%
10XGBD 1 954 304 206.685.94%
GLODIV 8 468 920 169.384.86%
10X60D 806 474 136.063.91%
I2033 71 272 000 99.482.86%
10XILD 934 924 91.392.62%
USA C 0 88.622.55%
ISHARESP5EQUW 707 361 83.212.39%
Totals  1 966.9356.49%
Recently viewed
29 Apr147.69-0.16-0.11% 
29 Apr1.62-0.00-0.22% 
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