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The Heavyweights
1. Allan Gray Balanced Fund R 187 Billions
2. Coronation Balanced Plus Fund R 113 Billions
3. Ninety One Opportunity Fund R 79 Billions
4. Nedgroup Inv Core Income Fund R 54 Billions
5. Allan Gray Stable Fund R 52 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
Harvard House Equity FundOct 200619 yrs 🎉
Coronation Top 20 FundOct 200025 yrs 🎉
SIM Inflation Beater FundOct 200223 yrs 🎉
Nedgroup Investments Bravata Worldwide Flexible FundOct 200520 yrs 🎉
Allan Gray Balanced FundOct 199926 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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

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Unit Trusts Industry Stats
Q1 of 2025 Q4 of 2024 Q3 of 2024
Total AUM R 3.9 Tril. R 3.8 Tril. R 3.7 Tril.
Total Equities R 602 Bil. R 580 Bil. R 593 Bil.
Total MA R 1.6 Tril. R 1.5 Tril. R 1.5 Tril.
Total IB R 557 Bil. R 538 Bil. R 539 Bil.
Total FOF R 621 Bil. R 628 Bil. R 605 Bil.
No. of Funds 1883 1879 1856
Retail % 25 26 32
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.