Multi-asset funds remain a popular choice with investors
M and G Investments
Q4 of 2023 | 9 months ago
When investing, there are different categories of funds to choose from, depending on your investment needs and goals. Historically, multi-asset funds have been a popular choice. Recent statistics show that 50% of all assets invested in the SA unit trust industry are in multi-asset portfolios, with these funds having gained further popularity over the past year, particularly in the multi-asset income portfolios with nearly R40 billion in flows (12 months to end 30 June 2023). Against the backdrop of the current economic conditions, we unpack what could be driving this trend.
Multi-asset funds remain a popular choice with investors
M and G Investments
Q4 of 2023 | 9 months ago
When investing, there are different categories of funds to choose from, depending on your investment needs and goals. Historically, multi-asset funds have been a popular choice. Recent statistics show that 50% of all assets invested in the SA unit trust industry are in multi-asset portfolios, with these funds having gained further popularity over the past year, particularly in the multi-asset income portfolios with nearly R40 billion in flows (12 months to end 30 June 2023). Against the backdrop of the current economic conditions, we unpack what could be driving this trend.