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10X Defensive Fund | South African–Multi Asset–Low Equity
Reg Compliant
131.2465    -0.0444    (-0.034%)
NAV price (ZAR) Wed 11 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 172 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) 2 039 369 267
Latest Price 131.25
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.64%
Minimum InvestmentR1 000
TTM Distribution Yield 5.08%
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 Equities21.15%  
 Foreign Equities12.15%  
 SA Bonds40.98%  
 Foreign Bonds10.69%  
 SA Property2.82%  
 Foreign Property0.11%  
 SA Cash9.10%  
 Foreign Cash3.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
10X60D 2 233 975 384.3918.77%
10XDE 2 706 284 292.3914.27%
10XILD 1 923 485 194.899.51%
FOREIGNBO 0 189.559.25%
10XGBD 1 109 649 124.146.06%
I2033 78 166 000 110.635.40%
MM-03MONTH 0 85.344.17%
ISHARESDEVWRL 68 781 79.863.90%
R202 22 363 000 65.163.18%
GLODIV 3 182 523 62.443.05%
Totals  1 588.8077.56%
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