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10X Moderate Fund | South African–Multi Asset–Medium Equity
Reg Compliant
147.3624    +1.2308    (+0.842%)
NAV price (ZAR) Wed 19 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 117 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) 3 696 902 727
Latest Price 147.36
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 0.63%
Minimum InvestmentR1 000
TTM Distribution Yield 4.02%
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 Equities29.02%  
 Foreign Equities14.60%  
 SA Bonds27.71%  
 Foreign Bonds12.37%  
 SA Property3.28%  
 Foreign Property2.43%  
 SA Cash6.98%  
 Foreign Cash3.60%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
FOREIGNBO 0 406.5511.30%
10XDE 3 684 920 398.9211.09%
10XGBD 2 235 713 249.376.93%
FOREIGNEQ 0 190.805.30%
GLODIV 8 468 920 171.504.77%
10X60D 806 474 132.843.69%
ISHARESP5EQUW 883 191 111.983.11%
FRS403 64 644 504 94.142.62%
10XILD 876 523 90.082.50%
USA C 0 89.892.50%
Totals  1 936.0653.81%
Recently viewed
19 Aug147.36+1.23+0.84% 
19 Aug1.30-0.00-0.27% 
20 Aug1.43+0.00+0.10% 
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