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SA – Multi Asset – Medium Equity Unit Trust Funds Fact Sheets

Stonewood Diversified Growth Fund
27Four Balanced FoF
Absa Balanced Fund
Absa Multi Managed Accumulation FoF
ADB Balanced FoF
Adviceworx Inflation + 3-4% FoF
Amity Prudent FoF
Ampersand CPI + 4 FoF
Analytics Moderate FoF
Anchor Diversified Moderate Fund
APS Moderate Fund
AS Forum Moderate FoF
Assetbase CPI 4 FoF
Assetmix Moderate Fund
Baroque Moderato FoF
Capstone Balanced Fund
Coronation Capital Plus Fund
Destiny Prudential FoF
Discovery Moderate Balanced Fund
Discovery Moderate Dynamic Asset Optimiser FoF
Edge Balanced FoF
Engelberg Balanced Fund
Fairtree Flexible Balanced Fund
FG Saturn Flexible FoF
FNB Moderate FoF
Foord Conservative Fund
Foster Moderate FoF
Hollard Strategic Balanced FoF
Kagiso Protector Fund
Kruger Balanced Fund
Melville Douglas Medium Equity FoF
Mergence CPI 4 Fund
Momentum Target 6 FoF
Momentum Target 4 FoF
Montrose Moderate FoF
Moore Balanced FoF
Multi Asset Balanced Fund
Nedgroup Investments Opportunity Fund
Noble PP Balanced FoF
Oasis Crescent Balanced Progressive FoF
Old Mutual Albaraka Balanced Fund
Old Mutual Dynamic Floor Fund
Old Mutual Moderate Balanced Fund
Old Mutual Multi Manager Defensive FoF
Optimum Balanced Fund
PFPS Moderate FoF
Platinum Balanced FoF
PPS Moderate FoF
Prescient Positive Return QuantPlus Fund
PrivateClient Medium Equity Fund
Quantum Balanced FoF
Quattro Moderate FoF
Roxburgh Balanced FoF
S-BRO Balanced FoF
SA Asset Management Moderate Fund
Sasfin Balanced Fund
Southern Charter Balanced FoF
Stanlib Multi Manager Medium Equity FoF
Stanlib Multi Manager Real Return Fund
Sygnia CPI + 4% Fund
Sygnia Skeleton Balanced 60 Fund
Wealth Associates Moderate FoF
These funds invest in a spectrum of investments in the equity, bond, money, or property markets. These funds tend to display average volatility, aim for medium to long term capital growth and can have a maximum effective equity exposure (including international equity) of up to 60% and a maximum effective property exposure (including international property) of up to 25% of the market value of the fund. The underlying risk and return objectives of individual funds may vary as dictated by each funds mandate and stated investment objective and strategy.
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