|Coronation Balanced Plus Fund||11.06%|
|Prudential Balanced B||10.50%|
|Satrix Balanced Index Fund - High Equity||10.33%|
|Allan Gray Balanced Fund||9.67%|
|Nedgroup Investments Balanced Fund G||9.53%|
|27four Shari'ah Balanced Prescient FoF - A1||8.90%|
|Prudential Inflation Plus B||7.66%|
|27four Balanced Prescient FoF - A1||7.51%|
|Coronation Capital Plus Fund||7.06%|
|Satrix Low Equity Balanced Index Fund||6.63%|
Our bundles contain shares selected by someone with the smarts: a brand perhaps, or a local personality you really admire, or an accomplished asset manager. We’ve got managed (Bundles) and non-managed (Baskets) solutions for your EasyEquities account as well as your TFSA available from creators like Emperor Asset Management, Alec Hogg, Mark Ingham, Cartesian Capital and Gareth Cliff.
Think of it like going in on a group gift. Taken altogether, those investments are called the fund's assets. While you as an individual invest in a unit trust fund, the fund itself is run by a fund manager, whose aim is to grow the overall value of unit trust fund. The fund manager does this by investing the fund's assets, usually by buying stocks, bonds, or a combination of these two securities which are listed on the Stock Exchange. (Some unit trust funds can buy more complicated security types.) These stocks or bonds are often referred to as a fund's "holdings" and all of a fund's holdings together are its "portfolio."