| Aktien | 314,79 Mrd. | — | 10 10X | 0,27 | Large Cap | S&P South Africa 50 Index - ZAR - Benchmark TR Net | 6.5.2015 | 4.661,67 | 2,18 | 12,15 |
| Aktien | 290,7 Mrd. | — | 10 10X | 0,55 | Gesamtmarkt | S&P Global Dividend Aristocrats Blend Custom Index - Benchmark TR Net | 22.2.2018 | 1.993,16 | 3,34 | 21,46 |
| Anleihen | 285,85 Mrd. | — | 10 10X | 0,28 | Breites Kredit | FTSE/JSE Total Return Government Bond Index (GOVI) | 5.12.2022 | 1.152,07 | 0,00 | 0,00 |
| Aktien | 255,75 Mrd. | — | 10 10X | 0,38 | Large Cap | S&P 500 | 4.11.2016 | 11.011,23 | 0,00 | 0,00 |
| Aktien | 221,98 Mrd. | — | 10 10X | 0,29 | Gesamtmarkt | FTSE Global All Cap Net Tax (US RIC) Index | 17.5.2021 | 1.639,88 | 0,00 | 0,00 |
| Aktien | 104,92 Mrd. | — | 10 10X | 0,31 | Large Cap | Wealth SA Top 20 Index - ZAR - Benchmark TR Gross | 25.4.2023 | 1.474,67 | 2,59 | 11,91 |
| Vermögensaufteilung | 79,66 Mrd. | — | 10 10X | 0,52 | Ziel Outcome | STeFI Composite Index - ZAR - Benchmark TR Gross | 18.5.2023 | 1.047,56 | 0,00 | 0,00 |
| Aktien | 72,81 Mrd. | — | 10 10X | 0,41 | Mid Cap | Wealth Next 40 Equal Weighted Index - ZAR - Benchmark TR Gross | 25.4.2023 | 1.324,30 | 1,41 | 13,19 |
| Aktien | 72,23 Mrd. | — | 10 10X | 0,00 | Gesamtmarkt | | — | 908,01 | 0,00 | 0,00 |
| Aktien | 58,11 Mrd. | — | 10 10X | 0,46 | Immobilien | SA Property Income Index - ZAR - Benchmark TR Gross | 30.10.2019 | 1.548,26 | 0,00 | 0,00 |
| Anleihen | 46,11 Mrd. | — | 10 10X | 0,39 | Breites Kredit | South African Yield Selected Nominal Bond Index - ZAR - Benchmark TR Net | 31.5.2023 | 1.273,36 | 0,00 | 0,00 |
| Aktien | 40,42 Mrd. | — | 10 10X | 0,53 | Immobilien | S&P Global Property 40 Index | 4.11.2016 | 4.799,78 | 1,97 | 24,80 |
