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| Where I Am? | Home ==> The Funds ==> SA – Equity – Financial | |||||||||||||
These funds invest at least 80% of the market value of the funds in shares listed in the FTSE/JSE Financials industry group or in a similar sector of an international stock exchange. Up to 10% of a fund may be invested in shares outside the defined sectors in companies that conduct similar business activities as those in the defined sectors. Due to both the nature and focus of these funds they may be more volatile than funds that are diversified across a wider range of FTSE / JSE industry groups.
| SA – Equity – Financial Funds |
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| Coronation Financial Fund |
| Momentum Financials Fund |
| Nedgroup Investments Financial Fund |
| Satrix Fini ETF |
| Sim Financial Fund |
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The JSE allowed listings and trading of the Actively Managed ETF in 2023.In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment ManagementIn 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST. |
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| Disclaimer |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |