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Unit Trust Fund Profiles

  • up-to-date price and performance data on more than 350 funds
  • fund mandates, objectives, asset holdings and costs
  • fund manager profiles and one-on-one interviews
  • broker updates and fund releases

Search alphabetically above, by management company or fund sector below, or click on a fund name to view details.

 
Complete sector, performance and built-in costs info on every fund. To download right-click and 'Save Target As...' then open in Excel or similar.

Unit trust TER information can be found here.
 
FUND FINDER ©

Select a Sector Class and Type...

EQUITY
All
Fin&Industrial
Financial
General
Growth
Industrial
Large cap
Mining&Resources
Smaller companies
Technology
Value
Varied Specialist
ASSET ALLOCATION
All
Flexible
Prudential High Equity
Prudential Low Equity
Prudential Med Equity
Prudential Variable Equity
Targeted Absolute and Real Return
FIXED INTEREST
All
Bond
Income
Money market
Varied Specialist
REAL ESTATE
All
Flexible Property

Then choose a Geographic Sector...

Geographic Sector
All Domestic & Offshore
Domestic Funds Only
All Offshore Funds
Foreign Funds
Worldwide Funds

Then click here...

How are SA unit trust funds classified acccording to their mandates, objectives and market sectors? Visit Unit Trusts In A Nutshell to find out.
Read About Our Figures for details on how we source and calculate our performances.
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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.

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