SA – Multi Asset – Medium Equity
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These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to display average volatility, aim for medium to long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 60% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy.

SA – Multi Asset – Medium Equity Funds
27four Balanced FOF
ADB Balanced FOF
Adviceworx Inflation Plus 3-4% FOF
Aeon Balanced Fund
Allan Gray Balanced Fund
Amity Prudent FOF
Analytics Moderate FOF
Assetbase CPI 4% FOF
Baroque Moderato FOF
Camissa Protector Fund
Coronation Capital Plus Fund
Destiny Prudential FOF
Edge Balanced Fund
FG Saturn Moderate FOF
Foord Conservative Fund
Grayswan Moderate FOF
Jbl Managed FOF
Montrose Moderate FOF
Multi Asset Balanced Fund
Nedgroup Investments Opportunity Fund
New Road Moderate FOF
Satrix Moderate ETF
Novare Balanced Fund
Old Mutual Dynamic Floor Fund
Optimum Balanced Fund
Platinum Balanced FOF
Quantum Balanced FOF
Stanlib Absolute Plus Fund
Stanlib Multi Manager Real Return Fund
Sygnia CPI + 2% Fund
Sygnia Skeleton Balanced 60 Fund
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 ?

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.