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10X Moderate Fund | South African–Multi Asset–Medium Equity
Reg Compliant
147.5724    -0.6243    (-0.421%)
NAV price (ZAR) Fri 14 Nov 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 114 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) 3 463 552 086
Latest Price 147.57
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.64%
Minimum InvestmentR1 000
TTM Distribution Yield 4.01%
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 Equities34.09%  
 Foreign Equities21.09%  
 SA Bonds24.30%  
 Foreign Bonds7.63%  
 SA Property3.19%  
 Foreign Property0.16%  
 SA Cash4.97%  
 Foreign Cash4.57%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
10XDE 3 101 942 334.919.60%
FOREIGNBO 0 327.989.40%
GLODIV 8 468 920 168.874.84%
FOREIGNEQ 0 166.884.79%
10X60D 937 412 147.964.24%
10XGBD 1 319 090 139.043.99%
ISHARESDEVWRL 95 501 132.093.79%
10XILD 1 279 565 122.353.51%
I2033 70 935 000 94.932.72%
GFIELDS 113 898 83.042.38%
Totals  1 718.0449.26%
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