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MDD Of The Day
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Balanced Fact Sheet
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Income Fact Sheet
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Global Fact Sheet
Visio 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
Ninety One Value FundMay 199531 yrs 🎉
10x Top 50 EtfMay 201511 yrs 🎉
Adviceworx Inflation Plus 3-4% FOFMay 20188 yrs 🎉
SIM Bond FundMay 200224 yrs 🎉
Anchor Worldwide Flexible FundMay 201313 yrs 🎉
For the month of May
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 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

In The News
Aluwani Snatch Afena
Q4 Of 2025 8 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
Am I Saving Blindly, Or Do I Know Where I’m Going?
PSG Collective Investments Q4 of 2023

2024 – Harder Than Expected, But Feeling Better
NinetyOne Asset Management Q3 of 2024

Artificial Intelligence: Fad Or Future, And How Best To Invest
Satrix Managers Q1 of 2024

The Saver’s Attitude To Risk Should Determine Their Investment Path
Prescient Asset Management Q3 of 2023

South African Can Create And Have Complete Control Of Their Own Two-pot System
Old Mutual Unit Trusts Managers 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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.