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10X SA Equity Fund | South African–Equity–General
170.5388    +4.4325    (+2.668%)
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 153 Rand-denominated South African--Equity--General 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 (equity) 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--Equity--General 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 29 Oct 2021
Fund Size (ZAR) 2 366 851 150
Latest Price 170.54
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 0.42%
Minimum InvestmentR1 000
TTM Distribution Yield 2.86%
Fund Objective
The 10X SA Equity Fund is designed to offer long-term capital growth provided by South African equities whilst limiting the concentration in any single share. The 10X Top 60 SA Equity Index consists of the 60 largest JSE-listed shares, with a 6% cap applied at the semi-annual rebalance, to limit concentration in any single share. The Fund is ideal for clients looking for a more diversified and prudently risk-managed core SAequity building block in their portfolios.
Asset Classes and Holdings
Asset Classes
 SA Equities81.95%  
 Foreign Equities0.00%  
 SA Bonds11.86%  
 Foreign Bonds0.00%  
 SA Property4.64%  
 Foreign Property0.00%  
 SA Cash1.56%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
ASC148 175 000 000 261.1911.75%
NASPERS-N 165 692 135.976.12%
FIRSTRAND 1 139 612 110.844.99%
GFIELDS 199 102 109.704.94%
ANGGOLD 73 188 97.184.37%
CAPITEC 20 156 95.744.31%
MTN GROUP 409 249 93.254.20%
STANBANK 287 469 92.874.18%
VALTERRA 53 906 59.642.68%
EQUITY 0 56.832.56%
Totals  1 113.2150.09%
Recently viewed
19 Aug170.54+4.43+2.67% 
20 Aug1.85-0.01-0.32% 
20 Aug1.65-0.00-0.18% 
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