Fund Performance

Performance data across our range of collective investment schemes and discretionary funds, net of fees.

Data as at 31 January 2026

SA Multi Asset Low Equity

Star BCI Stable Fund A

Low

1 Year Return

13.23%

Benchmark: 15.99%

3yr

11.11%vs 11.97%

5yr

8.86%vs 10.55%

Since Inception

8.17%vs 9.33%

AUM

R738M

Fact Sheet

SA Multi Asset High Equity

Star BCI Balanced Fund A

Medium

1 Year Return

17.41%

Benchmark: 19.79%

3yr

12.71%vs 13.35%

5yr

9.62%vs 12.53%

Since Inception

8.83%vs 10.81%

AUM

R1.64B

Fact Sheet

Global Multi Asset Flexible

Star Global Growth Fund S65

High

1 Year Return

11.13%

Benchmark: 12.93%

3yr

11.72%vs 11.05%

Since Inception

4.66%vs 9.23%

AUM

$27M

Fact Sheet

Global Multi Asset Flexible

Star BCI Global Growth Feeder Fund A

High

1 Year Return

-4.52%

Benchmark: 0.53%

3yr

8.19%vs 8.29%

Since Inception

-0.13%vs 5.32%

AUM

R95.6M

Fact Sheet

Interactive

Explore Fund Performance

Growth of R10,000

Hypothetical growth based on actual monthly returns, net of fees

Current Value

R15.8k

Total Return

+58.0%

Hypothetical illustration only. Past performance is not an indication of future results. Based on actual monthly fund returns net of fees from January 2021 to January 2026.

Fund vs Benchmark

Annualised returns comparison, net of fees

1 Year

Fund

17.41%

19.79%

3 Years

Fund

12.71%

13.35%

5 Years

Fund

9.62%

12.53%

Since Inception

Fund

8.83%

10.81%

Star BCI Balanced Fund A

ASISA SA MA High Equity Avg

Performance Comparison

Annualised returns net of fees as at 31 January 2026. BM = Benchmark.

Period	Star BCI Stable Fund AStable Fund	Star BCI Balanced Fund ABalanced Fund	Star Global Growth Fund S65Global Growth	Star BCI Global Growth Feeder Fund AGlobal Feeder
1 Year	13.23% BM: 15.99%	17.41% BM: 19.79%	11.13% BM: 12.93%	-4.52% BM: 0.53%
3 Years	11.11% BM: 11.97%	12.71% BM: 13.35%	11.72% BM: 11.05%	8.19% BM: 8.29%
5 Years	8.86% BM: 10.55%	9.62% BM: 12.53%	—	—
Since Inception	8.17% BM: 9.33%	8.83% BM: 10.81%	4.66% BM: 9.23%	-0.13% BM: 5.32%
TER	1.70%	1.68%	1.58%	1.78%

Past performance is not necessarily an indication of future performance. All returns shown are annualised and net of fees as at 31 January 2026. Collective Investment Schemes are generally medium to long term investments. The value of participatory interests may go down as well as up. Source: BCI fund fact sheets.

Fund Details

SA Multi Asset Low Equity

Star BCI Stable Fund A

Low

Download Fact Sheet

Stable capital appreciation with no negative 12-month periods and the lowest category volatility, over rolling three-year periods.

Inception

7 March 2019

AUM

R738M

TER

1.70%

Benchmark

ASISA SA MA Low Equity Avg

SA Multi Asset High Equity

Star BCI Balanced Fund A

Medium

Download Fact Sheet

Consistent capital appreciation with no negative rolling 24-month periods and the lowest category volatility, over rolling six-year periods.

Inception

7 March 2019

AUM

R1.64B

TER

1.68%

Benchmark

ASISA SA MA High Equity Avg

Global Multi Asset Flexible

Star Global Growth Fund S65

High

Download Fact Sheet

Long-term capital growth and protection against inflation, outperforming the benchmark peer group over any full investment cycle.

Inception

1 July 2021

AUM

$27M

TER

1.58%

Benchmark

EAA Fund USD Flexible Allocation

Global Multi Asset Flexible

Star BCI Global Growth Feeder Fund A

High

Download Fact Sheet

Long-term capital appreciation through investment in the Star Global Growth Fund, with moderate short-term volatility.

Inception

23 November 2021

AUM

R95.6M

TER

1.78%

Benchmark

ASISA Global MA Flexible Avg

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