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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
Coronation Financial FundJul 199828 yrs 🎉
Grayswan Moderate FOFJul 20179 yrs 🎉
Grayswan Moderate FOFJul 20179 yrs 🎉
Colourfield Income FundJul 201412 yrs 🎉
Allan Gray Stable FundJul 200026 yrs 🎉
For the month of Jul
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 ?

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

10X Investments acquired CoreShares in 2022.

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

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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.