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Balanced Fact Sheet
Oasis Balanced Fund
Income Fact Sheet
Ninety One Absolute Balanced Fund
Global Fact Sheet
Sygnia Faang Plus 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 🎉
Catalyst Global Real Estate Feeder FundJul 200917 yrs 🎉
Colourfield Income FundJul 201412 yrs 🎉
Momentum Income Plus FundJul 200521 yrs 🎉
Grayswan Moderate FOFJul 20179 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 ?

DYN

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

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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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.