Multi-asset funds remain a popular choice with investors
Where I Am? | Viewer ==> Multi-asset funds remain a popular choice with investors

M and G Investments

  M and G Investments   Q4 of 2023 | 3 years ago

When investing, there are different categories of funds to choose from, depending on your investment needs and goals. Historically, multi-asset funds have been a popular choice. Recent statistics show that 50% of all assets invested in the SA unit trust industry are in multi-asset portfolios, with these funds having gained further popularity over the past year, particularly in the multi-asset income portfolios with nearly R40 billion in flows (12 months to end 30 June 2023). Against the backdrop of the current economic conditions, we unpack what could be driving this trend.


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Did You Know ?

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Conglomate Old Mutual acquired asset manager Marriott in 2005.

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