Equinox.co.za - Unit Trusts Online

0860 378 466
direct@equinox.co.za
08h00 - 17h00 Mon - Fri

Equinox.co.za is a FSB registered linked services provider and 13b retirement funds administrator.

This means that you are able to buy, sell and switch between South African registered unit trusts direct via Equinox.co.za and benefit from the bulk rates that a linked services provider qualifies for. Equinox.co.za direct trading functionality allows you to make your own fund choices and therefore avoid intermediary fees. Read More...

Equinox to do away with switch fees. Click here to find out more.

Please note that the Equinox trading platform will be consolidated into the PSG AMAS platform during the last half of February 2012.
Read more (PDF)

As communicated to affected parties, we are closing a number of instruments on our trading platform. This is a list of alternative instruments (XLSX)

Unit Trust News
	Macro fatigue, anyone?
	International outlook: When will the trendless volatility end? (Read this one)
	2011 unit trust trends: Lower than usual inflows, investor trend to asset allocation funds
	RA season is here
	From 2011 to 2012: What has changed, what has not, and what does it all mean for SA investors?
	A decade of difficulty: the PAFTOTY scenario, reasons for South Africa to be fearful , reasons for hope (very good read)
	Dividends tax to be introduced from April 1st.

All Articles \| Newsletters

Fund Focus
The Coro Top 20 Fund: Report back on a perennial favourite RE:CM Global Feeder Fund: Sensible allocation of capital Star performer: The Momentum Small/ Mid-Cap Fund. PSG Equity is a fund that has consistently added alpha above the benchmark index and is run by a stock picker we know well and trust. A multi-manager that outperforms single managers?

Docs and Fund Manager Reports
Stanlib's Weekly Focus (320kb)
Franklin Templeton Review and outlook for 2012 (Interesting international perspectives) (0kb)
Cadiz Asset Management Market View (very well worth reading) (263kb)
Catalyst Global Listed Property Review (233kb)
Catalyst Domestic Listed Property Review (314kb)
To download report, right-click and 'Save Target As..'

Fund Performances		6 months
1.	Stanlib Financials Fund (A)	22.5%
2.	Nedgroup Investments Entrepreneur Fund (A)	22.2%
3.	Imara Equity Fund	21.4%
4.	Momentum Financial Services Fund	21.2%
5.	Investec Active Quants Fund (B)	20.8%

Equinox Managed Portfolios
	Money Market Portfolio	5.7%
12mths to 01Jan12 including distributions

Our Managed Portfolios have changed to Unit Trust Funds of Funds! Click here to read more

Seed Investments Managed Portfolios
	Conservative Portfolio	8.0%
	Multi Asset Class Portfolio	6.4%
	High Growth Portfolio	2.7%
12mths to 30Sep11 including distributions

JSE Indices
Mining Index	36331	1.25%	02/08 17:00
Top 40	30561	.87%	02/08 17:00
All Share	34227	.74%	02/08 17:00
Industrial 25	30051	.62%	02/08 17:00
Financial and Ind. 30	33692	.67%	02/08 17:00
Data provided by:

Current Market View
Smaller funds dominate fund rankings over five and three years

Our Clients say...

Your system is well conceived, highly functional, simple and intuitive to use, and easy on the eye....

New Funds
Intervest Flexible Fund of Funds
Intervest Prudential Fund of Funds
Flagship IP Prudential Variable Fund (R)
Flagship IP Prudential Variable Fund (A2)
Flagship IP Equity Fund (R)
Flagship IP Equity Fund (A1)
PSG Global Equity Feeder Fund (A)

The Equinox Discretionary Portfolio allows you complete freedom to invest in your own choice of unit trust funds. You decide when you want to invest, what funds to invest in, and when to switch.

The Equinox Money Market Portfolio offers you a real savings facility to grow your wealth at low risk, premium money market rates. There are NO initial fees, NO hidden costs. You can invest when you want and withdraw at ANY time...

To find out more, give us a call on 0860 378 466 or Open An Account.

Open an account, choose the top fund managers and let them deliver for you. That's how simple it is!
Call us now on 0860 378 466 (that's 0860 Equinox), International +27 (0)11 996 5200

Disclaimer | Privacy Policy | Terms and Conditions | Conflict of Interest [PDF]

Equinox.co.za is a division of EFS Investment Solutions (Pty) Ltd, authorised as a discretionary and administrative financial services provider by the Financial Services Board of South Africa.(FSP No: 563)

All investments, including unit trusts, carry risk. The value of your investments can go down as well as up. Information and opinion provided on this website is of a general nature. It does not take into account any person's specific circumstances. It is not intended to provide personalised financial advice, and should not be construed as such.