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M&G Balanced Fund
Income Fact Sheet
Aluwani Flexible Income Fund
Global Fact Sheet
Flagship Global Icon Feeder Fund
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
Celerity Growth FundDec 20187 yrs 🎉
Bovest Conservative FOFDec 201411 yrs 🎉
Stanlib Absolute Plus FundDec 200520 yrs 🎉
Ashburton Equity FundDec 201114 yrs 🎉
Celerity Growth FundDec 20187 yrs 🎉
For the month of Dec
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.

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

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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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.