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MDD Of The Day
Equities Fact Sheet
Coronation Top 20 Fund
Balanced Fact Sheet
Simplisiti Managed Protector FOF
Income Fact Sheet
Merchant West Enhanced Income Fund
Global Fact Sheet
Alex Forbes Global Equity Feeder 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
FG Saturn Moderate FOFAug 200521 yrs 🎉
Merchant West Global Managed Growth FundAug 201511 yrs 🎉
Sim Financial FundAug 200026 yrs 🎉
Novare Balanced FundAug 20179 yrs 🎉
Momentum Resources FundAug 198739 yrs 🎉
For the month of Aug
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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

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Expert Opinion & Views
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Investment In The Energy Transformation Represents A Multifaceted Opportunity
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A Lens On Long Term From A Lifer
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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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.