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| Where I Am? | Viewer ==> The evolving role of balanced funds | |||||||||||||
Allan Gray Unit Trust Management |
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| Allan Gray Unit Trust Management | Q1 of 2023 | 3 years ago |
Balanced funds have been an important part of the South African savings landscape for many years. When we launched the Allan Gray Balanced Fund in 1999, multi-asset equity funds represented approximately 6% of the overall unit trust industry, but grew steadily over the next 10 years to reach around 25% in 2010, and just under 40% at the end of 2022. Multi-asset high-equity funds, or balanced funds, represent over half of this category and were a key part of this growth.
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DYNMet Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry. |
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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. |