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SA – Equity – General Unit Trust Funds Fact Sheets

27Four Asset Select FoF
27Four Shariah Active Equity Fund
36One Equity Fund
36One SA Equity Fund
Absa SA Core Equity Fund
Absa Select Equity Fund
Aeon Active Equity Fund
Alex Forbes Equity FoF
African Alliance Equity Fund
Allan Gray Equity Fund
Allan Gray SA Equity Fund
Ampersand Equity Fund
Analytics Managed Equity Fund
Anchor Equity Fund
Anchor SA Equity Fund
APS Equity Fund
Ashburton Equity Fund
Ashburton Multi Managed Equity Fund
Autus Equity Fund
Aylett Equity Fund
Bateleur Equity Fund
BCI Best Blend Specialist Equity Fund
Bluealpha Equity Fund
Bridge Equity Income Growth Fund
Cadiz Equity Fund
Caleo Equity Fund
Clucasgray Equilibrium Fund
Clucasgray Equity Fund
Colourfield Equity Fund
Community Growth Equity Fund
Coreshares Scientific Beta Multi Factor ETF
Coreshares Top 50 ETF
Coronation Equity Fund
Coronation SA Equity Fund
Coronation Top 20 Fund
Counterpoint Dividend Equity Fund
Counterpoint Value Fund
Cratos Worldwide Flexible Fund
Denker SA Equity Fund
Discovery Equity Fund
Dotport Equity Fund
Dynasty Wealth Accumulator FoF
Element Earth Equity Fund
Element Islamic Equity Fund
Excelsia Equity Fund
Fairtree Equity Fund
FG Mercury Equity FoF
First Avenue Equity Fund
FNB Growth Fund
Foord Equity Fund
Gryphon All Share Tracker Fund
H4 Focused Wealth Fund
Harvard House Equity Fund
Hollard Equity Fund
Huysamer Equity Fund
Integral Equity Fund
Integrity Equity Fund
Ninety One Equity Fund
Ninety One Value Fund
IP High Conviction Equity Fund
Kagiso Equity Alpha Fund
Kagiso Islamic Equity Fund
Laurium Global Equity Fund
Maestro Equity Fund
Marriott Dividend Growth Fund
Matrix SA Equity Fund
Mazi Equity Fund
Mergence Equity Fund
Momentum Equity Fund
Momentum Core Equity Fund
Momentum Capped Swix Index Fund
Momentum Trending Equity Fund
Momentum Value Equity Fund
Momentum Value Equity Fund
Nedgroup Investments Growth Fund
Nedgroup Investments Rainmaker Fund
Nedgroup Investments Value Fund
NeFG Equity Fund
NFB Worldwide Flexible Fund
Oasis Crescent Equity Fund
Oasis General Equity Fund
Obsidian Equity Fund
Old Mutual Albaraka Equity Fund
Old Mutual Capped Swix Index Fund A
Old Mutual Investors Fund
Old Mutual Managed Alpha Equity Fund
Old Mutual Multi Manager Equity FoF
Old Mutual Rafi 40 Index Fund
Optimum Equity Fund
Perpetua Equity Fund
Personal Trust Equity Fund
Portfoliometrix SA Equity Fund
PPS Equity Fund
Prescient Core Equity Fund
Prescient Equity Fund
Prime South African Equity Fund
Prudential Dividend Maximiser Fund
Prudential Equity Fund
PSG Equity Fund
PSG Wealth Creator FoF
Rezco Equity Fund
Sasfin Equity Fund
Satrix ALSI Index Fund
Satrix DIVI ETF
Satrix Dividend Index Fund
Satrix Index Fund
Satrix Quality Index Fund
Satrix Rafi 40 ETF
Seed Global Feeder Fund
SIM General Equity Fund
SIM Top Choice Equity Fund
Stanlib Equity Fund
Stanlib SA Equity Fund
Stewart Macro Equity FoF
Steyn Capital Equity Fund
Stonehage Fleming Equity Fund
Sygnia Divi Index Fund
Sygnia Equity Fund
Sygnia Swix Index Fund
Tresor Equity Fund
Truffle General Equity Fund
Visio General Equity Fund
Visio SA Equity Fund
Warwick Equity Fund
Warwick International FoF
These funds invest in selected shares across all industry groups as well as across the range of large, mid and smaller market capitalisation shares. While the managers of these funds may subscribe to different investment styles or approaches, their intent is to produce a risk/return profile that is comparable with the risk/return profile of the overall JSE equities market. The funds in this category offer medium to long-term capital growth as their primary investment objective.
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