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Income Fact Sheet
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Global Fact Sheet
Element Global Equity Fund
The Heavyweights
1. Allan Gray Balanced Fund R 242 Billions
2. Coronation Balanced Plus Fund R 146 Billions
3. Ninety One Opportunity Fund R 98 Billions
4. Nedgroup Inv Core Income Fund R 63 Billions
5. Allan Gray Stable Fund R 60 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 SectorFormation
SA-Equity-Resources1999
Min. InvestmentsRisk Ratings
R5 000/ R5005
DistributionsAnnual Fee
Bi-AnnuallyN/A
Buy Units Here
Birthday Month
Fund Name Launch Date Year's Old
Bluealpha All Seasons Fund Nov 200521 yrs 🎉
M&G Balanced FundNov 20179 yrs 🎉
Anchor Global Equity Feeder FundNov 201511 yrs 🎉
Satrix 40 ETFNov 200026 yrs 🎉
Portfoliometrix SA Equity FundNov 201412 yrs 🎉
For the month of Nov
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
Did You Know ?

N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

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Expert Opinion & Views
Investing In Income Funds
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Plot Twists And Portfolios: 2023 Surprises That Reshaped Investor Thinking
M and G Investments Q4 of 2023

Why The Best Stories Often Don’t Make Good Investments
NinetyOne Asset Management Q1 of 2024

Understanding The Relationship Between Risk And Return.
Prescient Asset Management Q3 of 2023

Inflation, And The Importance Of Investing For Growth
NinetyOne Asset Management Q2 of 2024

Unit Trusts Industry Stats
Q3 of 2025 Q2 of 2025 Q1 of 2025
Total AUM R 4.4 Tril. R 4.1 Tril. R 3.9 Tril.
Total Equities R 704 Bil. R 642 Bil. R 602 Bil.
Total MA R 1.7 Tril. R 1.7 Tril. R 1.6 Tril.
Total IB R 620 Bil. R 575 Bil. R 557 Bil.
Total FOF R 691 Bil. R 665 Bil. R 621 Bil.
No. of Funds 1936 1899 1883
Retail % 26 26 25
AUM=Asset Under Management; MA=Multi Assets; IB= Interest Bearings; FOF=Funds of Funds
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.