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MDD Of The Day
Equities Fact Sheet
Old Mutual Investors Fund
Balanced Fact Sheet
Pws Moderate FOF
Income Fact Sheet
Ninety One Diversified Income Fund
Global Fact Sheet
Bci Best Blend 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
Allan Gray Balanced FundOct 199927 yrs 🎉
Obsidian Balanced FundOct 200323 yrs 🎉
Allan Gray Balanced FundOct 199927 yrs 🎉
Nedgroup Investments Bravata Worldwide Flexible FundOct 200521 yrs 🎉
Harvard House Equity FundOct 200620 yrs 🎉
For the month of Oct
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 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

DYN

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Expert Opinion & Views
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It's A Marathon, Not A Sprint.
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The Present Trap: Why Short-term Thinking Hurts Long-term Financial Health
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Taking Stock
Coronation Management Company 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.