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Balanced Fact Sheet
Autus Balanced Fund
Income Fact Sheet
Ninety One Diversified Income Fund
Global Fact Sheet
Select 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
Coronation Financial FundJul 199828 yrs 🎉
Amity Global Diversified FOFJul 201511 yrs 🎉
Grayswan Moderate FOFJul 20179 yrs 🎉
Colourfield Income FundJul 201412 yrs 🎉
Amity Global Diversified FOFJul 201511 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 ?

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

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.

In The News
Aluwani Snatch Afena
Q4 Of 2025 10 months ago

Activity Review for Sygnia
Q3 Of 2024 2 years ago

Activity Review for Satrix
Q3 Of 2024 2 years ago

Old Mutual Activity Review for 2020 - 2023
Q3 Of 2024 2 years ago

Prescient Funds Activity Summary 2020 - 2023
Q3 Of 2024 2 years ago

2020-2023 Manco Review: Momentum
Q2 Of 2024 2 years ago

Expert Opinion & Views
Compelling Reasons To Add Global Listed Infrastructure To A Portfolio
M and G Investments Q3 of 2024

The Abcs Of Being Financially Savvy
Allan Gray Unit Trust Management Q2 of 2023

Are You Making The Most Of Your Tax-free Investment Account?
Allan Gray Unit Trust Management Q1 of 2023

Navigating The Impact Of World Events On Your Investments
Allan Gray Unit Trust Management Q1 of 2023

China: Opportunities For Astute Investors
M and G Investments Q4 of 2023

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.