Invest
Browse the Market
Baskets and Bundles
New Listings
Vouchers
TFSA
ETFs
About
About Us
Treating our Clients fairly
T's and C's Summary
FAQ
Contact Us
Insights
Blog
Research
Login
Register
Browse the Market
Baskets and Bundles
New Listings
Vouchers
TFSA
ETFs
About Us
Treating our Clients fairly
T's and C's Summary
FAQ
Contact Us
Blog
Research
Login
Register
Home
Finder
Unit Trust Finder
Bundles Finder
Compare
Resources
Blogs
EasyAcademy
Support
Transfer my RA
Login
Register
Find the right product for you
Filter Unit Trusts by:
Bundles
Unit Trusts
Filter Unit Trusts by:
Manager
27Four
Allan Gray
Satrix
Nedgroup
M&G
36ONE
ABSA
Anchor
Hollard Prime
Momentum
NinetyOne
Old Mutual
PortfolioMetrix
Prescient
PSG
Rezco
Sanlam
BCI
CoreShares
Counterpoint
Foord
SaltLight Capital Management
Sentio Capital Management
Fairtree
Harvard House
Prime Collective Investments
Merchant West Investments
Sesfikile
Bluealpha
Laurium Capital
Sygnia
The Robert Group
Steyn Capital Management
Methodical Investment Management
Discovery
High Street
Fund Size
Fund Size:
Fund Classification
Balanced Funds
Income Funds
South African General Equity
South African Multi-Asset High Equity
South African Multi-Asset Income
South African Multi-Asset Low Equity
South African Multi-Asset Medium Equity
Global Multi-Asset High Equity
Global General Equity
Multi-Asset-Flexible
SA - Interest Bearing - SA Money Market
Global Equity General
South African – Multi Asset – High Equity
South African – Multi Asset – Low Equity
Property
Income Distribution
Monthly
Annually
Semi-annually
Bi-annually
Quarterly
None
Account Type
TFSA
RA
ZAR
Reset Filter
0
Unit Trusts Available
0
Unit Trusts Selected
Compare
Reset
Sort by Performance
-- select --
3 Months
6 Months
12 Months
YTD
3 Years
5 Years
Reset
View:
27four Balanced Prescient FoF - A1
YTD Performance:
3.85%
3 Month Performance:
1.34%
6 Month Performance:
0.15%
12 Month Performance:
12.08%
5 Years Performance:
10.70%
3 Years Performance:
13.96%
Learn more
27four Shari'ah Balanced Prescient FoF - A1
YTD Performance:
8.91%
3 Month Performance:
1.52%
6 Month Performance:
3.05%
12 Month Performance:
17.28%
5 Years Performance:
9.38%
3 Years Performance:
12.84%
Learn more
27Four Shariah Income Prescient Fund A1
YTD Performance:
4.59%
3 Month Performance:
1.72%
6 Month Performance:
2.94%
12 Month Performance:
8.20%
5 Years Performance:
7.20%
3 Years Performance:
8.09%
Learn more
36ONE BCI SA Equity Fund Class C
YTD Performance:
6.14%
3 Month Performance:
1.51%
6 Month Performance:
-4.62%
12 Month Performance:
23.59%
5 Years Performance:
19.17%
3 Years Performance:
23.88%
Learn more
ABSA Global Core Equity Feeder Fund Class A
YTD Performance:
8.11%
3 Month Performance:
0.40%
6 Month Performance:
8.70%
12 Month Performance:
7.79%
5 Years Performance:
13.36%
3 Years Performance:
14.61%
Learn more
ABSA Property Equity Fund Class C1
YTD Performance:
3.45%
3 Month Performance:
1.10%
6 Month Performance:
-3.02%
12 Month Performance:
20.88%
5 Years Performance:
17.65%
3 Years Performance:
27.37%
Learn more
Allan Gray Balanced Fund Class C
YTD Performance:
7.76%
3 Month Performance:
1.06%
6 Month Performance:
0.34%
12 Month Performance:
14.02%
5 Years Performance:
14.10%
3 Years Performance:
15.97%
Learn more
Allan Gray Equity Fund Class C
YTD Performance:
9.41%
3 Month Performance:
1.32%
6 Month Performance:
1.13%
12 Month Performance:
15.82%
5 Years Performance:
15.49%
3 Years Performance:
18.05%
Learn more
Allan Gray Stable Fund Class C
YTD Performance:
5.99%
3 Month Performance:
1.14%
6 Month Performance:
1.70%
12 Month Performance:
9.60%
5 Years Performance:
10.89%
3 Years Performance:
11.90%
Learn more
ANCHOR BCI CORE INCOME FUND CLASS B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Anchor BCI Global Equity Feeder Fund Class A
YTD Performance:
-9.04%
3 Month Performance:
-4.36%
6 Month Performance:
-1.38%
12 Month Performance:
-13.48%
5 Years Performance:
1.98%
3 Years Performance:
7.92%
Learn more
ANCHOR BCI MANAGED FUND CLASS B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
ANCHOR BCI WORLDWIDE FLEXIBLE FUND CLASS B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
BCI Income Plus Fund Class C
YTD Performance:
7.50%
3 Month Performance:
2.66%
6 Month Performance:
5.64%
12 Month Performance:
13.47%
5 Years Performance:
8.79%
3 Years Performance:
9.77%
Learn more
Bidvest Prime Growth Fund
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Bidvest Prime Preserver Fund
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Bluealpha BCI Global Equity Fund C
YTD Performance:
-2.03%
3 Month Performance:
3.91%
6 Month Performance:
7.53%
12 Month Performance:
-5.65%
5 Years Performance:
7.29%
3 Years Performance:
7.95%
Learn more
CARTESIAN BCI MONEY MARKET FUND CLASS A
YTD Performance:
4.84%
3 Month Performance:
1.81%
6 Month Performance:
3.58%
12 Month Performance:
7.39%
5 Years Performance:
7.38%
3 Years Performance:
8.27%
Learn more
CoreShares Stable Income Fund
YTD Performance:
6.49%
3 Month Performance:
5.09%
6 Month Performance:
6.22%
12 Month Performance:
12.30%
5 Years Performance:
7.92%
3 Years Performance:
8.75%
Learn more
CoreShares Wealth Accumulation Fund
YTD Performance:
6.95%
3 Month Performance:
5.32%
6 Month Performance:
7.02%
12 Month Performance:
12.24%
5 Years Performance:
10.43%
3 Years Performance:
10.90%
Learn more
Coronation Balanced Plus Fund
YTD Performance:
1.04%
3 Month Performance:
1.49%
6 Month Performance:
0.89%
12 Month Performance:
5.89%
5 Years Performance:
11.21%
3 Years Performance:
13.90%
Learn more
Counterpoint SCI Enhanced Income Fund Class A1
YTD Performance:
5.23%
3 Month Performance:
2.13%
6 Month Performance:
3.28%
12 Month Performance:
10.82%
5 Years Performance:
9.66%
3 Years Performance:
12.02%
Learn more
Counterpoint SCI Value Fund Class A1
YTD Performance:
9.18%
3 Month Performance:
-1.96%
6 Month Performance:
-0.51%
12 Month Performance:
23.38%
5 Years Performance:
11.76%
3 Years Performance:
14.11%
Learn more
Discovery Aggressive Dynamic Asset Optimiser FOF
YTD Performance:
3.09%
3 Month Performance:
0.41%
6 Month Performance:
-1.89%
12 Month Performance:
10.62%
5 Years Performance:
10.15%
3 Years Performance:
13.55%
Learn more
Discovery Balanced Fund
YTD Performance:
0.79%
3 Month Performance:
0.46%
6 Month Performance:
-3.56%
12 Month Performance:
9.06%
5 Years Performance:
9.55%
3 Years Performance:
13.23%
Learn more
Discovery Conservative Dynamic Asset Optimiser FOF
YTD Performance:
4.22%
3 Month Performance:
0.77%
6 Month Performance:
0.99%
12 Month Performance:
12.39%
5 Years Performance:
10.13%
3 Years Performance:
13.50%
Learn more
Discovery Diversified Income Fund
YTD Performance:
4.31%
3 Month Performance:
1.56%
6 Month Performance:
1.98%
12 Month Performance:
10.72%
5 Years Performance:
8.66%
3 Years Performance:
10.15%
Learn more
Discovery Global Multi-Asset Fund
YTD Performance:
0.36%
3 Month Performance:
1.19%
6 Month Performance:
5.11%
12 Month Performance:
-1.98%
5 Years Performance:
3.49%
3 Years Performance:
4.96%
Learn more
Discovery Moderate Dynamic Asset Optimiser FOF
YTD Performance:
3.65%
3 Month Performance:
0.58%
6 Month Performance:
-0.48%
12 Month Performance:
11.25%
5 Years Performance:
10.44%
3 Years Performance:
13.57%
Learn more
Fairtree Equity Prescient A1
YTD Performance:
0.41%
3 Month Performance:
1.37%
6 Month Performance:
-10.15%
12 Month Performance:
16.93%
5 Years Performance:
14.80%
3 Years Performance:
19.21%
Learn more
Fairtree Equity Prescient B4
YTD Performance:
-0.13%
3 Month Performance:
1.28%
6 Month Performance:
-11.82%
12 Month Performance:
16.96%
5 Years Performance:
14.68%
3 Years Performance:
19.05%
Learn more
Fairtree Flexible Income Plus Prescient Fund Class A1
YTD Performance:
7.72%
3 Month Performance:
3.01%
6 Month Performance:
4.78%
12 Month Performance:
11.67%
5 Years Performance:
8.40%
3 Years Performance:
9.38%
Learn more
Foord Balanced B1
YTD Performance:
2.56%
3 Month Performance:
0.97%
6 Month Performance:
-1.68%
12 Month Performance:
7.93%
5 Years Performance:
10.49%
3 Years Performance:
11.82%
Learn more
Foord Balanced B4
YTD Performance:
2.24%
3 Month Performance:
0.85%
6 Month Performance:
-1.93%
12 Month Performance:
7.37%
5 Years Performance:
9.99%
3 Years Performance:
11.25%
Learn more
Harvard House BCI Property Fund Class A
YTD Performance:
2.72%
3 Month Performance:
-1.12%
6 Month Performance:
-3.62%
12 Month Performance:
20.27%
5 Years Performance:
15.80%
3 Years Performance:
23.27%
Learn more
High Street Balanced Prescient Fund
YTD Performance:
2.32%
3 Month Performance:
2.61%
6 Month Performance:
6.46%
12 Month Performance:
3.32%
5 Years Performance:
10.92%
3 Years Performance:
14.45%
Learn more
Hollard Prime Property Fund Class B
YTD Performance:
2.36%
3 Month Performance:
0.30%
6 Month Performance:
-4.17%
12 Month Performance:
17.57%
5 Years Performance:
15.44%
3 Years Performance:
23.56%
Learn more
Laurium Flexible Prescient Fund
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Laurium Global Active Equity Prescient Feeder Fund
YTD Performance:
2.00%
3 Month Performance:
0.13%
6 Month Performance:
3.57%
12 Month Performance:
1.82%
5 Years Performance:
%
3 Years Performance:
%
Learn more
M&G Balanced B
YTD Performance:
2.59%
3 Month Performance:
1.62%
6 Month Performance:
-1.41%
12 Month Performance:
10.26%
5 Years Performance:
12.23%
3 Years Performance:
14.61%
Learn more
M&G Balanced Fund
YTD Performance:
2.28%
3 Month Performance:
1.50%
6 Month Performance:
-1.64%
12 Month Performance:
9.75%
5 Years Performance:
11.71%
3 Years Performance:
14.08%
Learn more
M&G Global Property Feeder Fund B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
M&G Inflation Plus B
YTD Performance:
2.60%
3 Month Performance:
1.16%
6 Month Performance:
-1.46%
12 Month Performance:
11.29%
5 Years Performance:
11.11%
3 Years Performance:
13.45%
Learn more
M&G SA Equity Fund F
YTD Performance:
0.26%
3 Month Performance:
0.67%
6 Month Performance:
-8.24%
12 Month Performance:
13.63%
5 Years Performance:
13.92%
3 Years Performance:
17.27%
Learn more
Merchant West SCI Dividend Equity Fund
YTD Performance:
3.77%
3 Month Performance:
1.98%
6 Month Performance:
-1.01%
12 Month Performance:
8.89%
5 Years Performance:
10.66%
3 Years Performance:
12.58%
Learn more
Methodical BCI Equity Fund B1
YTD Performance:
10.27%
3 Month Performance:
-5.45%
6 Month Performance:
-8.76%
12 Month Performance:
37.14%
5 Years Performance:
17.20%
3 Years Performance:
25.47%
Learn more
Momentum Income plus C1
YTD Performance:
6.48%
3 Month Performance:
2.58%
6 Month Performance:
4.92%
12 Month Performance:
10.34%
5 Years Performance:
9.43%
3 Years Performance:
10.47%
Learn more
Nedgroup Investments Balanced Fund G
YTD Performance:
2.68%
3 Month Performance:
0.42%
6 Month Performance:
-3.24%
12 Month Performance:
12.24%
5 Years Performance:
12.01%
3 Years Performance:
15.34%
Learn more
Nedgroup Investments Flexible Income Fund B1
YTD Performance:
5.63%
3 Month Performance:
1.95%
6 Month Performance:
3.95%
12 Month Performance:
9.51%
5 Years Performance:
9.03%
3 Years Performance:
10.24%
Learn more
Nedgroup Investments Global Equity FF B2
YTD Performance:
1.23%
3 Month Performance:
8.00%
6 Month Performance:
8.02%
12 Month Performance:
-3.43%
5 Years Performance:
6.02%
3 Years Performance:
5.04%
Learn more
Nedgroup Investments Stable Fund A2
YTD Performance:
3.44%
3 Month Performance:
1.01%
6 Month Performance:
0.96%
12 Month Performance:
5.82%
5 Years Performance:
8.48%
3 Years Performance:
9.40%
Learn more
NinetyOne Diversified Income H
YTD Performance:
4.58%
3 Month Performance:
1.70%
6 Month Performance:
2.18%
12 Month Performance:
11.23%
5 Years Performance:
9.22%
3 Years Performance:
10.73%
Learn more
NinetyOne Equity E
YTD Performance:
1.38%
3 Month Performance:
1.12%
6 Month Performance:
-5.23%
12 Month Performance:
12.72%
5 Years Performance:
10.69%
3 Years Performance:
15.39%
Learn more
NinetyOne Global Franchise FF H
YTD Performance:
-0.77%
3 Month Performance:
5.56%
6 Month Performance:
7.16%
12 Month Performance:
-0.60%
5 Years Performance:
7.13%
3 Years Performance:
7.03%
Learn more
NinetyOne Managed E
YTD Performance:
2.77%
3 Month Performance:
-1.94%
6 Month Performance:
-2.50%
12 Month Performance:
6.77%
5 Years Performance:
8.38%
3 Years Performance:
11.22%
Learn more
NinetyOne Opportunity Fund E
YTD Performance:
1.27%
3 Month Performance:
2.47%
6 Month Performance:
2.42%
12 Month Performance:
3.78%
5 Years Performance:
9.40%
3 Years Performance:
10.54%
Learn more
NinetyOne Property Equity H
YTD Performance:
2.04%
3 Month Performance:
0.74%
6 Month Performance:
-5.54%
12 Month Performance:
18.10%
5 Years Performance:
15.60%
3 Years Performance:
23.30%
Learn more
Old Mutual Global Equity Fund B1
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Old Mutual SA Quoted Property Fund B4
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
PortfolioMetrix BCI SA Property Fund Class A
YTD Performance:
2.86%
3 Month Performance:
0.62%
6 Month Performance:
-3.64%
12 Month Performance:
18.76%
5 Years Performance:
16.40%
3 Years Performance:
25.17%
Learn more
Prescient Income Provider Fund
YTD Performance:
4.85%
3 Month Performance:
1.96%
6 Month Performance:
3.64%
12 Month Performance:
8.20%
5 Years Performance:
9.12%
3 Years Performance:
10.17%
Learn more
PSG Global Equity Feeder Fund E
YTD Performance:
14.60%
3 Month Performance:
2.51%
6 Month Performance:
5.28%
12 Month Performance:
17.98%
5 Years Performance:
16.72%
3 Years Performance:
13.66%
Learn more
PSG Global Flexible Feeder Fund B
YTD Performance:
11.43%
3 Month Performance:
1.46%
6 Month Performance:
4.12%
12 Month Performance:
13.19%
5 Years Performance:
13.99%
3 Years Performance:
11.14%
Learn more
Rezco Equity Fund Class C1
YTD Performance:
4.10%
3 Month Performance:
-3.21%
6 Month Performance:
-4.70%
12 Month Performance:
14.77%
5 Years Performance:
8.75%
3 Years Performance:
10.54%
Learn more
Rezco Value Trend Fund Class C1
YTD Performance:
1.70%
3 Month Performance:
-1.89%
6 Month Performance:
-2.41%
12 Month Performance:
7.54%
5 Years Performance:
6.08%
3 Years Performance:
6.25%
Learn more
SaltLight SNN Worldwide Flexible Fund A1
YTD Performance:
-7.45%
3 Month Performance:
-1.33%
6 Month Performance:
-0.38%
12 Month Performance:
-13.37%
5 Years Performance:
12.17%
3 Years Performance:
31.87%
Learn more
SaltLight SNN Worldwide Flexible Fund A2
YTD Performance:
-6.99%
3 Month Performance:
-1.47%
6 Month Performance:
-0.28%
12 Month Performance:
-11.35%
5 Years Performance:
12.27%
3 Years Performance:
32.55%
Learn more
Sanlam Diversified Income Fund of Funds Class B3
YTD Performance:
3.73%
3 Month Performance:
1.39%
6 Month Performance:
2.54%
12 Month Performance:
6.07%
5 Years Performance:
6.56%
3 Years Performance:
7.27%
Learn more
Sanlam Global Equity Fund Class R
YTD Performance:
-2.80%
3 Month Performance:
4.48%
6 Month Performance:
2.94%
12 Month Performance:
-4.13%
5 Years Performance:
7.30%
3 Years Performance:
5.87%
Learn more
Sanlam Investment Management Active Income Fund Class B4
YTD Performance:
4.64%
3 Month Performance:
1.95%
6 Month Performance:
2.95%
12 Month Performance:
8.75%
5 Years Performance:
8.37%
3 Years Performance:
9.96%
Learn more
Sanlam Investment Management Balanced Fund Class B3
YTD Performance:
2.96%
3 Month Performance:
1.00%
6 Month Performance:
-2.40%
12 Month Performance:
10.97%
5 Years Performance:
10.98%
3 Years Performance:
14.02%
Learn more
Sanlam Investment Management General Equity Fund Class B6
YTD Performance:
1.12%
3 Month Performance:
0.50%
6 Month Performance:
-8.47%
12 Month Performance:
17.98%
5 Years Performance:
14.04%
3 Years Performance:
19.15%
Learn more
Sanlam Top Choice Equity Fund Class B4
YTD Performance:
-1.47%
3 Month Performance:
0.21%
6 Month Performance:
-11.75%
12 Month Performance:
13.71%
5 Years Performance:
11.73%
3 Years Performance:
16.95%
Learn more
Satrix Money Market Fund Class B1
YTD Performance:
4.72%
3 Month Performance:
1.76%
6 Month Performance:
3.48%
12 Month Performance:
7.21%
5 Years Performance:
7.29%
3 Years Performance:
8.16%
Learn more
Sentio SCI Balanced Fund B3
YTD Performance:
2.85%
3 Month Performance:
1.39%
6 Month Performance:
-2.45%
12 Month Performance:
11.51%
5 Years Performance:
%
3 Years Performance:
11.44%
Learn more
Sentio SCI Hikma Shariah Balanced Fund A1
YTD Performance:
1.90%
3 Month Performance:
0.76%
6 Month Performance:
-3.48%
12 Month Performance:
8.15%
5 Years Performance:
8.30%
3 Years Performance:
11.34%
Learn more
Sentio SCI Hikma Shariah General Equity Fund A1
YTD Performance:
1.98%
3 Month Performance:
0.48%
6 Month Performance:
-6.74%
12 Month Performance:
12.91%
5 Years Performance:
9.97%
3 Years Performance:
15.29%
Learn more
Sesfikile BCI Property A
YTD Performance:
2.62%
3 Month Performance:
0.46%
6 Month Performance:
-3.99%
12 Month Performance:
18.12%
5 Years Performance:
15.80%
3 Years Performance:
24.14%
Learn more
SIM Enhanced Yield Fund
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Steyn Capital Equity Prescient Fund B1
YTD Performance:
0.43%
3 Month Performance:
-2.70%
6 Month Performance:
-6.69%
12 Month Performance:
16.00%
5 Years Performance:
16.26%
3 Years Performance:
20.40%
Learn more
Sygnia 4th Industrial Revolution Global Equity Fund Class A
YTD Performance:
10.50%
3 Month Performance:
-1.11%
6 Month Performance:
16.61%
12 Month Performance:
12.09%
5 Years Performance:
6.50%
3 Years Performance:
17.51%
Learn more
Sygnia 4th Industrial Revolution Global Equity Fund Class B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Sygnia FAANG.AI Equity Fund Unit Trust Class A
YTD Performance:
10.84%
3 Month Performance:
1.26%
6 Month Performance:
27.14%
12 Month Performance:
7.73%
5 Years Performance:
19.56%
3 Years Performance:
25.48%
Learn more
Sygnia FAANG.AI Equity Fund Unit Trust Class B
YTD Performance:
%
3 Month Performance:
%
6 Month Performance:
%
12 Month Performance:
%
5 Years Performance:
%
3 Years Performance:
%
Learn more
Sygnia Health Innovation Global Equity Fund Class A
YTD Performance:
5.18%
3 Month Performance:
10.36%
6 Month Performance:
6.85%
12 Month Performance:
9.83%
5 Years Performance:
3.99%
3 Years Performance:
2.17%
Learn more
Sygnia Health Innovation Global Equity Fund Class B
YTD Performance:
5.10%
3 Month Performance:
10.31%
6 Month Performance:
6.78%
12 Month Performance:
9.69%
5 Years Performance:
4.23%
3 Years Performance:
2.31%
Learn more
Sygnia Skeleton Balanced 70 Fund Class A
YTD Performance:
5.48%
3 Month Performance:
1.22%
6 Month Performance:
0.50%
12 Month Performance:
13.90%
5 Years Performance:
12.05%
3 Years Performance:
15.68%
Learn more
TRG Balanced Prescient FOF A1
YTD Performance:
5.36%
3 Month Performance:
0.75%
6 Month Performance:
0.43%
12 Month Performance:
13.46%
5 Years Performance:
11.54%
3 Years Performance:
14.25%
Learn more
TRG Flexible Prescient FOF A1
YTD Performance:
5.55%
3 Month Performance:
0.35%
6 Month Performance:
-0.36%
12 Month Performance:
14.67%
5 Years Performance:
12.38%
3 Years Performance:
15.37%
Learn more
