TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Welcome to TopFunds SA The very best and top informative unit trusts fund fact sheets with latest industry news and insightful articles. Page Table of Content Fund Search MDD of the Day Activities and News Opinions and Views The Heavyweights Quick Fund Info UT Stats Birthday Fund Did You Know?

Fund Search Funds A...E 10x Moderate Fund 10x Money Market Fund 10x Top 60 Equity Index Fund 27four Balanced FOF 27four Global Equity Fdr Fund 36One Equity Fund 36One Sa Equity Fund 4D Flexible Fund Absa Absolute Fund Absa Bond Fund Absa Bond Index Fund Absa Flexible Growth Fund Absa Flexible Income Fund Absa Global Multi-Asset Fdr Fund Absa Global Value Feeder Fund Absa Inflation Beater Fund Absa Multi Managed Growth FOF Absa Property Equity Fund Absa Select Equity Fund Absa Top 40 Index Fund ADB Balanced FOF Adviceworx Inflation Plus 3-4% FOF Aeon Balanced Fund Aeon Enhanced Equity Fund Affinity Growth Fund Alex Forbes Gbl Equity Fdr Fund Alex Forbes Pure Fixed Interest Fund Alex Forbes Superior Yield Fund Allan Gray Balanced Fund Allan Gray Bond Fund Allan Gray Equity Fund Allan Gray Optimal Fund Allan Gray Orbis Gbl Equity Fdr Fund Allan Gray Orbis Gbl Optimal FOF Allan Gray Stable Fund Aluwani Flexible Income Fund Aluwani Top 25 Equity Fund Amity Gbl Diversified FOF Amity Prudent FOF Ampersand CPI Plus 6 FOF Ampersand Property Fund Analytics Cautious FOF Analytics Moderate FOF Anchor Africa Flexible Income Fund Anchor Diversified Growth Fund Anchor Equity Fund Anchor Gbl Equity Fdr Fund Anchor Property Fund Anchor Ww Flexible Fund APS Managed Growth Fund Argon Absolute Return Fund Argon Flexible Income Fund AS Forum Aggressive FOF Ashburton Equity Fund Ashburton Gbl Ldr Eqt Fdr Fund Ashburton SA Income Fund Assetbase CPI 4% FOF Assetmix Conservative Fund Autus Balanced Fund Autus Cautious Fund Autus WW Flexible Fund Aylett Balanced Fund Balondolozi Bond Fund Baroque Moderato FOF Bateleur Equity Fund Bci Best Blend Flex Income Fund Bci Best Blend Gbl Equity Fund Bci Income Plus Fund Bci Value Fund Bci Ww Flex FOF Bci Ww Opportunities Fund Bluealpha All Seasons Fund Bluealpha Gbl Equity Fund Bovest Conservative FOF Brenthurst Balanced FOF Brenthurst Gbl Bal Fdr Fund Cadiz Money Market Fund Caleo Balanced FOF Camissa Balanced Fund Camissa Protector Fund Cannon Mid And Small Cap Fund Catalyst Gbl Real Estate Fdr Fund Celerity Growth Fund Celerity Intl Growth Fund Celtis Conservative FOF Celtis Flex FOF Chrome Maximum Return Fund Citadel Sa 20/20 Equity Fund Clucasgray Equilibrium Fund Colourfield Equity Fund Community Growth Fund Consilium Ww Flex Fund Cordatus Balanced FOF Coreshares Gbl Dividend Etf Coreshares Preference Share Etf Coreshares S&P Gbl Div Etf Coreshares S&P Sa Top 50 Etf Corion Income Fund Coronation Bal Defensive Fund Coronation Balanced Plus Fund Coronation Bond Fund Coronation Capital Plus Fund Coronation Equity Fund Coronation Financial Fund Coronation Gbl Capital Plus Fdr Fund Coronation Gbl Equity Slc Fdr Fund Coronation Gbl Managed Fdr Fund Coronation Gbl Strat USD Inc Fdr Fund Coronation Industrial Fund Coronation Jibar Plus Fund Coronation Market Plus Fund Coronation Money Market Fund Coronation Resources Fund Coronation Smaller Companies Fund Coronation Top 20 Fund Counterpoint Balanced Plus Fund Counterpoint Enhanced Income Fund Counterpoint Flex Income Fund Counterpoint Gbl Managed Growth Fund Denker Equity Fund Destiny Multi Asset FOF Destiny Prudential FOF Discovery Target Ret 2040 Fund Discovery Target Ret 2060 Fund Dotport Equity Fund Dotport Income Fund Dynasty Gbl Accumulator Fdr Fund Dynasty Wealth Preserver Fund Edge Balanced Fund Element Earth Equity Fund Element Gbl Equity Fund Engelberg Gbl Fdr Fund Funds F..J Fairtree Albi Plus Fund Fairtree Balanced Fund Fairtree Equity Fund Fairtree Money Market Fund FG International Flexible FOF FG Saturn Moderate FOF Financial Fitness Stable FOF Flagship Global Icon Feeder Fund Flagship Worldwide Flexible FOF Flagship Worldwide Flexible Fund Fnb Growth FOF Fnb Midcap Etf Foord Balanced Fund Foord Bond Fund Foord Conservative Fund Foord Global Equity Feeder Fund Foord International Feeder Fund Foundation Equity Fund GFA Stable FOF Glacier Money Market Fund Granate Multi Income Fund Grayswan Moderate FOF Gryphon All Share Tracker Fund Gryphon Money Market Fund H4 Growth Fund Harvard House Equity Fund Harvard House Flexible Income Fund Harvard House Property Fund Hollard Equity Fund Huysamer Equity Fund IFM Technical Fund Instit Enhanced Yield Fund Instit Managed Fund Jbl Flexible FOF Jbl Managed FOF Jbl Worldwide Flexible FOF Funds K...O Laurium Balanced Fund Laurium Gbl Equity Fund Laurium Stable Fund Long Beach Flexible Fund Lynx Cautious FOF Lynx Opportunities FOF M1 Capital Equity Fund Marriott Core Income Fund Marriott High Income FOF Marriott Income Fund Marriott Intl RE Fdr Fund Marriott Money Market Fund Marriott Property Equity Fund Marriott Property Income Fund Marriott Ww Flexible FOF Mazi Equity Fund Methodical Bond Fund Methodical Equity Fund M&G Africa Equity Fund M&G Balanced Fund M&G Enhanced Income Fund M&G Equity Fund M&G Gbl Bond Fdr Fund M&G High Interest Fund Momentum Bond Fund Momentum Equity Fund Momentum Financials Fund Momentum Futuretrends Fund Momentum Gbl Cautious Fdr Fund Momentum Gbl Growth Fdr Fund Momentum High Growth Fund Momentum Income Plus Fund Momentum Industrial Fund Momentum Intl Income Fund Momentum Mid&Small Cap Fund Momentum Mom Active Bond Fund Momentum Resources Fund Momentum Target 7 FOF Momentum Trending Equity Fund Montrose Flexible FOF Montrose Moderate FOF Moore Balanced FOF Moore Stephens Balanced FOF Multi Asset Balanced Fund Nedgroup Inv Balanced Fund Nedgroup Inv Bond Fund Nedgroup Inv Bravata Ww Flex Fund Nedgroup Inv Core Income Fund Nedgroup Inv Entrepreneur Fund Nedgroup Inv Financial Fund Nedgroup Inv Gbl Cautious Fdr Fund Nedgroup Inv Gbl Property Fdr Fund Nedgroup Inv Growth Fund Nedgroup Inv Managed Fund Nedgroup Inv Min & Res Fund Nedgroup Inv Money Market Fund Nedgroup Inv Opportunity Fund Nedgroup Inv Property Fund Nedgroup Inv Rainmaker Fund Nedgroup Inv SA Equity Fund Newfunds Govi ETF Newfunds Moderate ETF New Road Gbl Flexible FOF New Road Moderate FOF Nfb Defensive FOF Nfb Stable Fund Nfb Ww Flexible Fund Ngwedi Money Market Fund Ninety One Absolute Balanced Fund Ninety One Cautious Managed Fund Ninety One Commodity Fund Ninety One Diversified Income Fund Ninety One Emerging Companies Fund Ninety One Equity Fund Ninety One Gbl Franchise Fdr Fund Ninety One Gbl Str Managed Fdr Fund Ninety One Managed Fund Ninety One Property Equity Fund Ninety One Stefi Plus Fund Ninety One Value Fund Ninety One Ww Flexible Fund Noble Pp All Weather FOF Noble Pp Strategic Income FOF Northstar Gbl Flexible Fdr Fund Novare Balanced Fund Novare Ww Flexible Fund Oasis Balanced Fund Oasis Crescent Equity Fund Oasis Money Market Fund Oasis Property Equity Fund Obsidian Balanced Fund Octagon Ww Flexible FOF Old Mutual Albaraka Eq Fund Old Mutual Balanced Fund Old Mutual Bond Fund Old Mutual Capital Builder Fund Old Mutual Dynamic Floor Fund Old Mutual Equity Fund Old Mutual Financial Ser Fund Old Mutual Flexible Fund Old Mutual Gbl Currency Fdr Fund Old Mutual Gbl Equity Fund Old Mutual Gold Fund Old Mutual Industrial Fund Old Mutual Investors Fund Old Mutual Maximum Return Fund Old Mutual Mid &#amp; Small-Cap Fund Old Mutual Mining & Resources Fund Old Mutual Money Market Fund Old Mutual M-M Agressive Bal FOF Old Mutual M-M Equity FOF Old Mutual M-M Gbl Income FOF Old Mutual SA Quoted Prop Fund Old Mutual Top 40 Fund Olympiad Managed FOF Optimum Equity Fund Optimum Property Fund Funds P...T Pbi Balanced FOF Personal Trust Income Fund Personal Trust Managed Fund Personal Trust Sa Equity Fund Platinum Balanced FOF Platinum Ww Flexible FOF Plexus Wealth Flex Prop Inc Fund Pmk Income FOF Point3 Balanced FOF Point3 Gbl Flexible FOF Portfoliometrix SA Bond Fund Portfoliometrix SA Equity Fund Pps Defensive Fund Pps Gbl Balanced FOF Prescient Absolute Defensive Fund Prescient Balanced Fund Prescient China Balanced Fdr Fund Prescient China Conservative Fdr Fund Prescient Equity Fund Prescient Flex Fixed Interest Fund Prescient Gbl Income Prov Fdr Fund Prescient Income Plus Fund Prescient Money Market Fund Prescient Yield QuantPlus Fund Prime Ww Equity Fund Prosperity Ww Flexible FOF Pws Moderate FOF Quantum Balanced FOF Quantum Ww Flexible FOF Quattro Growth FOF RCI Ww Flexible Fund Rebalance Inflation Plus 7 Fund Rebalance Ww Flexible FOF silver Oak Balanced Fund Reitway Gbl Property Fdr Fund Rezco Equity Fund Rezco Value Trend Fund Rowan Capital Income FOF Roxburgh Balanced Plus FOF Rudiarius Africa Equity Fund Saffron Flexible Fund Saffron Large Cap Fund Salvo Dynamic Flexible Fund Salvo Gbl Managed Fdr Fund Sanlam Asia Pacific FOF Sanlam Gbl Cautious FOF Sanlam Gbl Equity Fund Sanlam India Opp Fdr Fund Sasfin Equity Fund Sasfin Optimal Income Fund Sasfin Optimal Income Fund Sasfin Prudential Fund Satrix 40 ETF Satrix Dividend Plus ETF Satrix Fini ETF Satrix Ilbi ETF Satrix Capped Indi ETF Satrix Mid Cap Index Fund Satrix MSCI World ETF Satrix Nasdaq 100 Fdr Etf Satrix Property ETF Satrix Quality Index Fund Satrix S&P 500 ETF Satrix Swix Top 40 Portfolio S-Bro Defensive FOF Select Cautious Fund Select Gbl Equity Fund Select Manager Gbl Moderate FOF Select Manager Ww Flexible FOF Sentio Balanced Fund Sesfikile Gbl Property Fund Signature Ww Flexible FOF Sim Balanced Fund Sim Financial Fund Sim Industrial Fund Sim Inflation Plus Fund Simplisiti Managed Protector FOF Sim Resources Fund Sim Small Cap Fund Skyblue Kimberlite Cautious FOF Skyblue Solar Flexible FOF Southchester Optimum Income Fund Southern Charter Growth FOF Stanlib Absolute Plus Fund Stanlib Bond Fund Stanlib Extra Income Fund Stanlib Gbl Bond Fdr Fund Stanlib M-M Defensive Balanced Fund Stanlib M-M High Equity FOF Stanlib M-M Medium Equity FOF Stanlib M-M Real Return Fund Stewart Absolute Return Blend FOF Stylo Gbl Bond FOF Stylo Gbl Equity FOF Sygnia 4th Ind Rev Gbl Eq Fund Sygnia CPI + 2% Fund Sygnia Equity Fund Sygnia Faang Plus Equity Fund Sygnia Itrix Ftse 100 Sygnia Itrix S&P500 Etf Sygnia Skeleton Balanced 60 Fund Sygnia Skeleton Ww Flexible Fund Sygnia Swix Index Fund Tresor Equity Fund True North Flexible Equity Fund Truffle General Equity Fund Funds U...Z Visio Actinio Fund Visio Gbl Equity Fund Warwick Balanced FOF Wealth Associates Cautious FOF Wealth Associates Flex Growth FOF Wealth Associates Income Fund Wealthworks Managed FOF Weaver Stable FOF MDD Of The Day Equities Fact Sheet Hollard Equity Fund Balanced Fact Sheet Caleo Balanced FOF Income Fact Sheet Corion Income Fund Global Fact Sheet Anchor Global Equity Feeder Fund Unit Trusts News 5 year Manco Review Series Intro Resurfacing of Retention Funds Anchor Credo Update Apex Group Acquires BCI and BIP 3% increase for Q2 Meet the marriage of active and passive investments Manco Views Fearful of investing? Time to face your fears this Halloween Time in the markets Am I saving blindly, or do I know where I’m going? New Year, Many Futures RISKS TO INCOME FUND INVESTING The Heavyweights As of Q4 of 2023 1. Allan Gray Balanced Fund R 185 Billions 2. Coronation Balanced Plus Fund R 110 Billions 3. Ninety One Opportunity Fund R 76 Billions 4. Nedgroup Inv Core Income Fund R 53 Billions 5. Allan Gray Stable Fund R 52 Billions Quick Fund Info Coronation Resources Fund The Coronation Resources Fund long for capital growth by investing in companies involve in mining and natural resources. if you believe there is a value in this sector, able to withstand the volatility and have a good long term investment horizon, diversify with Coronation Resources Fund ASISA Sector Formation SA-Equity-Resources 1999 Min. Investments Risk Ratings R5 000/ R500 5 Distributions Annual Fee Bi-Annually N/A Buy Units Here Unit Trusts Industry Stats Q4 of 2022 Q4 of 2021 Q4 of 2020 Total AUM R 3.1 Tril. R 3.1 Tril. R 2.7 Tril. Total Equities R 503 Bil. R 507 Bil. R 393 Bil. Total MA R 1.2 Tril. R 1.2 Tril. R 1.0 Tril. Total IB R 441 Bil. R 431 Bil. R 386 Bil. Total FOF R 484 Bil. R 526 Bil. R 433 Bil. No. of Funds 1769 1710 1680 Retail % 35 36 37 AUM=Asset Under Management; MA=Multi Assets; IB= Interest Bearings; FOF=Funds of Funds Birthday Month

Fund Name Launch Date Year's Old For the month of Jun

Did You Know ?
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
10X Investments acquired CoreShares in 2022.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats T O P F U N D S Ngcsoft Mzansi Welcome to TopFunds SA Welcome to the very best and top informative unit trusts fund fact sheets with latest industry news and insightful articles. D.Y.K ? In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	Fund Search Funds A...E 10x Moderate Fund 10x Money Market Fund 10x Top 60 Equity Index Fund 27four Balanced FOF 27four Global Equity Fdr Fund 36One Equity Fund 36One Sa Equity Fund 4D Flexible Fund Absa Absolute Fund Absa Bond Fund Absa Bond Index Fund Absa Flexible Growth Fund Absa Flexible Income Fund Absa Global Multi-Asset Fdr Fund Absa Global Value Feeder Fund Absa Inflation Beater Fund Absa Multi Managed Growth FOF Absa Property Equity Fund Absa Select Equity Fund Absa Top 40 Index Fund ADB Balanced FOF Adviceworx Inflation Plus 3-4% FOF Aeon Balanced Fund Aeon Enhanced Equity Fund Affinity Growth Fund Alex Forbes Gbl Equity Fdr Fund Alex Forbes Pure Fixed Interest Fund Alex Forbes Superior Yield Fund Allan Gray Balanced Fund Allan Gray Bond Fund Allan Gray Equity Fund Allan Gray Optimal Fund Allan Gray Orbis Gbl Equity Fdr Fund Allan Gray Orbis Gbl Optimal FOF Allan Gray Stable Fund Aluwani Flexible Income Fund Aluwani Top 25 Equity Fund Amity Gbl Diversified FOF Amity Prudent FOF Ampersand CPI Plus 6 FOF Ampersand Property Fund Analytics Cautious FOF Analytics Moderate FOF Anchor Africa Flexible Income Fund Anchor Diversified Growth Fund Anchor Equity Fund Anchor Gbl Equity Fdr Fund Anchor Property Fund Anchor Ww Flexible Fund APS Managed Growth Fund Argon Absolute Return Fund Argon Flexible Income Fund AS Forum Aggressive FOF Ashburton Equity Fund Ashburton Gbl Ldr Eqt Fdr Fund Ashburton SA Income Fund Assetbase CPI 4% FOF Assetmix Conservative Fund Autus Balanced Fund Autus Cautious Fund Autus WW Flexible Fund Aylett Balanced Fund Balondolozi Bond Fund Baroque Moderato FOF Bateleur Equity Fund Bci Best Blend Flex Income Fund Bci Best Blend Gbl Equity Fund Bci Income Plus Fund Bci Value Fund Bci Ww Flex FOF Bci Ww Opportunities Fund Bluealpha All Seasons Fund Bluealpha Gbl Equity Fund Bovest Conservative FOF Brenthurst Balanced FOF Brenthurst Gbl Bal Fdr Fund Cadiz Money Market Fund Caleo Balanced FOF Camissa Balanced Fund Camissa Protector Fund Cannon Mid And Small Cap Fund Catalyst Gbl Real Estate Fdr Fund Celerity Growth Fund Celerity Intl Growth Fund Celtis Conservative FOF Celtis Flex FOF Chrome Maximum Return Fund Citadel Sa 20/20 Equity Fund Clucasgray Equilibrium Fund Colourfield Equity Fund Community Growth Fund Consilium Ww Flex Fund Cordatus Balanced FOF Coreshares Gbl Dividend Etf Coreshares Preference Share Etf Coreshares S&P Gbl Div Etf Coreshares S&P Sa Top 50 Etf Corion Income Fund Coronation Bal Defensive Fund Coronation Balanced Plus Fund Coronation Bond Fund Coronation Capital Plus Fund Coronation Equity Fund Coronation Financial Fund Coronation Gbl Capital Plus Fdr Fund Coronation Gbl Equity Slc Fdr Fund Coronation Gbl Managed Fdr Fund Coronation Gbl Strat USD Inc Fdr Fund Coronation Industrial Fund Coronation Jibar Plus Fund Coronation Market Plus Fund Coronation Money Market Fund Coronation Resources Fund Coronation Smaller Companies Fund Coronation Top 20 Fund Counterpoint Balanced Plus Fund Counterpoint Enhanced Income Fund Counterpoint Flex Income Fund Counterpoint Gbl Managed Growth Fund Denker Equity Fund Destiny Multi Asset FOF Destiny Prudential FOF Discovery Target Ret 2040 Fund Discovery Target Ret 2060 Fund Dotport Equity Fund Dotport Income Fund Dynasty Gbl Accumulator Fdr Fund Dynasty Wealth Preserver Fund Edge Balanced Fund Element Earth Equity Fund Element Gbl Equity Fund Engelberg Gbl Fdr Fund Funds F..J Fairtree Albi Plus Fund Fairtree Balanced Fund Fairtree Equity Fund Fairtree Money Market Fund FG International Flexible FOF FG Saturn Moderate FOF Financial Fitness Stable FOF Flagship Global Icon Feeder Fund Flagship Worldwide Flexible FOF Flagship Worldwide Flexible Fund Fnb Growth FOF Fnb Midcap Etf Foord Balanced Fund Foord Bond Fund Foord Conservative Fund Foord Global Equity Feeder Fund Foord International Feeder Fund Foundation Equity Fund GFA Stable FOF Glacier Money Market Fund Granate Multi Income Fund Grayswan Moderate FOF Gryphon All Share Tracker Fund Gryphon Money Market Fund H4 Growth Fund Harvard House Equity Fund Harvard House Flexible Income Fund Harvard House Property Fund Hollard Equity Fund Huysamer Equity Fund IFM Technical Fund Instit Enhanced Yield Fund Instit Managed Fund Jbl Flexible FOF Jbl Managed FOF Jbl Worldwide Flexible FOF Funds K...O Laurium Balanced Fund Laurium Gbl Equity Fund Laurium Stable Fund Long Beach Flexible Fund Lynx Cautious FOF Lynx Opportunities FOF M1 Capital Equity Fund Marriott Core Income Fund Marriott High Income FOF Marriott Income Fund Marriott Intl RE Fdr Fund Marriott Money Market Fund Marriott Property Equity Fund Marriott Property Income Fund Marriott Ww Flexible FOF Mazi Equity Fund Methodical Bond Fund Methodical Equity Fund M&G Africa Equity Fund M&G Balanced Fund M&G Enhanced Income Fund M&G Equity Fund M&G Gbl Bond Fdr Fund M&G High Interest Fund Momentum Bond Fund Momentum Equity Fund Momentum Financials Fund Momentum Futuretrends Fund Momentum Gbl Cautious Fdr Fund Momentum Gbl Growth Fdr Fund Momentum High Growth Fund Momentum Income Plus Fund Momentum Industrial Fund Momentum Intl Income Fund Momentum Mid&Small Cap Fund Momentum Mom Active Bond Fund Momentum Resources Fund Momentum Target 7 FOF Momentum Trending Equity Fund Montrose Flexible FOF Montrose Moderate FOF Moore Balanced FOF Moore Stephens Balanced FOF Multi Asset Balanced Fund Nedgroup Inv Balanced Fund Nedgroup Inv Bond Fund Nedgroup Inv Bravata Ww Flex Fund Nedgroup Inv Core Income Fund Nedgroup Inv Entrepreneur Fund Nedgroup Inv Financial Fund Nedgroup Inv Gbl Cautious Fdr Fund Nedgroup Inv Gbl Property Fdr Fund Nedgroup Inv Growth Fund Nedgroup Inv Managed Fund Nedgroup Inv Min & Res Fund Nedgroup Inv Money Market Fund Nedgroup Inv Opportunity Fund Nedgroup Inv Property Fund Nedgroup Inv Rainmaker Fund Nedgroup Inv SA Equity Fund Newfunds Govi ETF Newfunds Moderate ETF New Road Gbl Flexible FOF New Road Moderate FOF Nfb Defensive FOF Nfb Stable Fund Nfb Ww Flexible Fund Ngwedi Money Market Fund Ninety One Absolute Balanced Fund Ninety One Cautious Managed Fund Ninety One Commodity Fund Ninety One Diversified Income Fund Ninety One Emerging Companies Fund Ninety One Equity Fund Ninety One Gbl Franchise Fdr Fund Ninety One Gbl Str Managed Fdr Fund Ninety One Managed Fund Ninety One Property Equity Fund Ninety One Stefi Plus Fund Ninety One Value Fund Ninety One Ww Flexible Fund Noble Pp All Weather FOF Noble Pp Strategic Income FOF Northstar Gbl Flexible Fdr Fund Novare Balanced Fund Novare Ww Flexible Fund Oasis Balanced Fund Oasis Crescent Equity Fund Oasis Money Market Fund Oasis Property Equity Fund Obsidian Balanced Fund Octagon Ww Flexible FOF Old Mutual Albaraka Eq Fund Old Mutual Balanced Fund Old Mutual Bond Fund Old Mutual Capital Builder Fund Old Mutual Dynamic Floor Fund Old Mutual Equity Fund Old Mutual Financial Ser Fund Old Mutual Flexible Fund Old Mutual Gbl Currency Fdr Fund Old Mutual Gbl Equity Fund Old Mutual Gold Fund Old Mutual Industrial Fund Old Mutual Investors Fund Old Mutual Maximum Return Fund Old Mutual Mid &#amp; Small-Cap Fund Old Mutual Mining & Resources Fund Old Mutual Money Market Fund Old Mutual M-M Agressive Bal FOF Old Mutual M-M Equity FOF Old Mutual M-M Gbl Income FOF Old Mutual SA Quoted Prop Fund Old Mutual Top 40 Fund Olympiad Managed FOF Optimum Equity Fund Optimum Property Fund Funds P...T Pbi Balanced FOF Personal Trust Income Fund Personal Trust Managed Fund Personal Trust Sa Equity Fund Platinum Balanced FOF Platinum Ww Flexible FOF Plexus Wealth Flex Prop Inc Fund Pmk Income FOF Point3 Balanced FOF Point3 Gbl Flexible FOF Portfoliometrix SA Bond Fund Portfoliometrix SA Equity Fund Pps Defensive Fund Pps Gbl Balanced FOF Prescient Absolute Defensive Fund Prescient Balanced Fund Prescient China Balanced Fdr Fund Prescient China Conservative Fdr Fund Prescient Equity Fund Prescient Flex Fixed Interest Fund Prescient Gbl Income Prov Fdr Fund Prescient Income Plus Fund Prescient Money Market Fund Prescient Yield QuantPlus Fund Prime Ww Equity Fund Prosperity Ww Flexible FOF Pws Moderate FOF Quantum Balanced FOF Quantum Ww Flexible FOF Quattro Growth FOF RCI Ww Flexible Fund Rebalance Inflation Plus 7 Fund Rebalance Ww Flexible FOF silver Oak Balanced Fund Reitway Gbl Property Fdr Fund Rezco Equity Fund Rezco Value Trend Fund Rowan Capital Income FOF Roxburgh Balanced Plus FOF Rudiarius Africa Equity Fund Saffron Flexible Fund Saffron Large Cap Fund Salvo Dynamic Flexible Fund Salvo Gbl Managed Fdr Fund Sanlam Asia Pacific FOF Sanlam Gbl Cautious FOF Sanlam Gbl Equity Fund Sanlam India Opp Fdr Fund Sasfin Equity Fund Sasfin Optimal Income Fund Sasfin Optimal Income Fund Sasfin Prudential Fund Satrix 40 ETF Satrix Dividend Plus ETF Satrix Fini ETF Satrix Ilbi ETF Satrix Capped Indi ETF Satrix Mid Cap Index Fund Satrix MSCI World ETF Satrix Nasdaq 100 Fdr Etf Satrix Property ETF Satrix Quality Index Fund Satrix S&P 500 ETF Satrix Swix Top 40 Portfolio S-Bro Defensive FOF Select Cautious Fund Select Gbl Equity Fund Select Manager Gbl Moderate FOF Select Manager Ww Flexible FOF Sentio Balanced Fund Sesfikile Gbl Property Fund Signature Ww Flexible FOF Sim Balanced Fund Sim Financial Fund Sim Industrial Fund Sim Inflation Plus Fund Simplisiti Managed Protector FOF Sim Resources Fund Sim Small Cap Fund Skyblue Kimberlite Cautious FOF Skyblue Solar Flexible FOF Southchester Optimum Income Fund Southern Charter Growth FOF Stanlib Absolute Plus Fund Stanlib Bond Fund Stanlib Extra Income Fund Stanlib Gbl Bond Fdr Fund Stanlib M-M Defensive Balanced Fund Stanlib M-M High Equity FOF Stanlib M-M Medium Equity FOF Stanlib M-M Real Return Fund Stewart Absolute Return Blend FOF Stylo Gbl Bond FOF Stylo Gbl Equity FOF Sygnia 4th Ind Rev Gbl Eq Fund Sygnia CPI + 2% Fund Sygnia Equity Fund Sygnia Faang Plus Equity Fund Sygnia Itrix Ftse 100 Sygnia Itrix S&P500 Etf Sygnia Skeleton Balanced 60 Fund Sygnia Skeleton Ww Flexible Fund Sygnia Swix Index Fund Tresor Equity Fund True North Flexible Equity Fund Truffle General Equity Fund Funds U...Z Visio Actinio Fund Visio Gbl Equity Fund Warwick Balanced FOF Wealth Associates Cautious FOF Wealth Associates Flex Growth FOF Wealth Associates Income Fund Wealthworks Managed FOF Weaver Stable FOF Unit Trusts News 5 year Manco Review Series Intro Resurfacing of Retention Funds Anchor Credo Update Apex Group Acquires BCI and BIP 3% increase for Q2 Meet the marriage of active and passive investments Birthday Month Fund Name Launch Date Year's Old For the month of Jun Quick Fund Info Coronation Resources Fund The Coronation Resources Fund long for capital growth by investing in companies involve in mining and natural resources. if you believe there is a value in this sector, able to withstand the volatility and have a good long term investment horizon, diversify with Coronation Resources Fund ASISA Sector Formation SA-Equity-Resources 1999 Min. Investments Risk Ratings R5 000/ R500 5 Distributions Annual Fee Bi-Annually N/A Buy Units Here Did You Know ? In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched. Coronation Fund Managers was founded in 1993, by 18 group of investment professionals. Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto. 10X Investments acquired CoreShares in 2022.	The Heavyweights As of Q4 of 2023 1. Allan Gray Balanced Fund R 185 Billions 2. Coronation Balanced Plus Fund R 110 Billions 3. Ninety One Opportunity Fund R 76 Billions 4. Nedgroup Inv Core Income Fund R 53 Billions 5. Allan Gray Stable Fund R 52 Billions Manco Views How to set SMART money resolutions Could you survive on less than a third of your income in retirement? Uncertainty is ever-present INVESTORS TURNING INCREASINGLY TO ALTERNATIVE ASSETS. Ensuring your retirement plan will succeed in volatile markets MDD Of The Day Equities Fact Sheet Coronation Equity Fund Balanced Fact Sheet Ninety One Managed Fund Income Fact Sheet Personal Trust Income Fund Global Fact Sheet Alex Forbes Global Equity Feeder Fund Update Manager Q2 of 2024 Redesigned News and Insights pages uploaded Q2 of 2024 Added April monthly nav prices Q2 of 2024 Added more than 30 sentences of Did You Know section. Q2 of 2024 Uploaded Q4-2023 and Q1-2024 selected insights articles. Q2 of 2024 Uploaded Nov, Dec, Jan, Feb and March monthly NAV prices. Markets Indicators Spot Apr 24 Mar 24 Feb 24 JSE ALSI 75 400 73 300 73 700 JSE Top 40 69200 67 000 67 700 JSE Resources 62 400 55 900 54 200 MSCI World Index 62 851 61 200 59 100 Gold R43 370 R41 400 R39 200 Crude Oil R1 590 R1 600 R1 400 R/Us Dollar R18.70 R18 R18 R/China Yuen R2.60 R2.60 R2.50 Prime Rate 11.75% 11.75% 11.75% CPI 113.9 114 112 Inflation Rate 5.6% 5.6% 5.3%
Unit Trusts Industry Stats Q4 of 2022 Q4 of 2021 Q4 of 2020 Q4 of 2019 Total AUM R 3.1 Tril. R 3.1 Tril. R 2.7 Tril. R 2.4 Tril. Total Equities R 503 Bil. R 507 Bil. R 393 Bil. R 389 Bil. Total MA R 1.2 Tril. R 1.2 Tril. R 1.0 Tril. R 1.0 Tril. Total IB R 441 Bil. R 431 Bil. R 386 Bil. R 299 Bil. Total FOF R 484 Bil. R 526 Bil. R 433 Bil. R 413 Bil. No. of Funds 1769 1710 1680 1610 Retail % 35 36 37 37 AUM=Asset Under Management; MA=Multi Assets; IB= Interest Bearings; FOF=Funds of Funds Absa Oasis Momentum Nedgroup Satrix ©2012-2024 NGCSOFT