5 year Manco Review Series Intro
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        5 year Manco Review Series Intro

  By Staff Writer   Q2 Of 2024 | 9 months ago

In this series of articles , we are bringing ourselves the summary of past activity of certain management companies so that we can monitor going forward with a clearer understanding. The unit trust industry is so dynamically and fluid that an part-time observer can be dribbled and left behing by what is happening inside the industry with regards to new or exiting funds , those that are mutually merging or ones that are purelly changing thier names, its a lot that can happens. A practical example of complexity can be recalled to the recent announcement of SIM and Sanlam merger of their respective asset management businesses, which they did, so with proper monitoring of the events in this transaction , some of us we left without knowing which one change only name like to SIM Bond Index Fund and which ones were folded into an existing Sanlam unit trust fund etc etc.

ASISA website got good overall information for the industry yet nitty dritty of where a certain asset manager or unit trust disappeared to is not there , you have to roll sleeve and search like you are searching a haystick for an needle to get a proper and accurate information about the searched fund or asset manager.

For the purpose of this website we selected around 400 unit trusts out of about 2000 in total just for compactness and speed , the ones that are not have fact sheet in the website are monitored also and their activities will be reported in the news sections.
All in all, we are interested and motivated to track and monitor the ups and downs of this dynamic fast paced collective investment industry. Welcome.


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 Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

More Activities & News
1st Fusion Transfer its Unit Trusts to Stonewood

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
How do you cater for extreme events when constructing resilient multi-asset portfolios?

Sustainability of investments and assets

Risk: An essential ingredient for real long-term returns

The Present Trap: Why Short-Term Thinking Hurts Long-Term Financial Health

Less is More- The Case for Concentrated Portfolios

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