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10X Moderate Fund | South African–Multi Asset–Medium Equity
Reg Compliant
146.8957    -0.2100    (-0.143%)
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 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) 3 479 206 160
Latest Price 146.90
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.62%
Minimum InvestmentR1 000
TTM Distribution Yield 4.13%
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 Equities37.93%  
 Foreign Equities18.78%  
 SA Bonds22.10%  
 Foreign Bonds10.80%  
 SA Property3.51%  
 Foreign Property0.15%  
 SA Cash4.34%  
 Foreign Cash2.39%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNBO 0 487.7514.22%
10XDE 2 943 044 317.979.27%
FOREIGNEQ 0 201.705.88%
GLODIV 8 468 920 166.164.84%
10XILD 1 610 087 163.144.76%
10X60D 937 412 161.304.70%
10XGBD 1 000 078 111.883.26%
I2033 70 935 000 100.402.93%
GFIELDS 113 898 82.662.41%
ISHARESP5EQUW 707 361 81.722.38%
Totals  1 874.6754.66%
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11 Mar146.90-0.21-0.14% 
11 Mar12.04-0.06-0.50% 
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