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Balanced Fact Sheet
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Income Fact Sheet
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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
Allan Gray Equity FundOct 199828 yrs 🎉
Nedgroup Investments Bravata Worldwide Flexible FundOct 200521 yrs 🎉
Allan Gray Equity FundOct 199828 yrs 🎉
Coronation Top 20 FundOct 200026 yrs 🎉
Select Global Equity FundOct 20215 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.

DYN

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

In The News
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Q4 Of 2025 1 year ago

Activity Review for Sygnia
Q3 Of 2024 2 years ago

Activity Review for Satrix
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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
A Lens On Long Term From A Lifer
Allan Gray Unit Trust Management Q2 of 2024

How Have Changes To Regulation 28 Affected Sa's Investment Market?
Sygnia Collective Investments Q1 of 2024

It's A Marathon, Not A Sprint.
PSG Collective Investments Q4 of 2023

Instability Will Be Our Gnu Reality
Foord Unit Trusts Q3 of 2024

Are You A Latte Or An Espresso Kind Of Investor
Satrix Managers Q1 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.