Many South Africans need to identify the best unit trust in South Africa.
This is because these units have the potential to bring in impressive returns after a given period.
On the flip side, investing in themis a somewhat risky matter as some people have made losses.
Unit trusts in South Africa aim for long-term capital growth and a reasonable level of income. Photo: pexels.com, @Anna Nekrashevich, @Antoni Shkraba (modified by author)Source: UGC
If you decide this is your preferred way of investing, you must work with reputable entities.
The best unit trust in South Africa makes calculated moves when investing to avoid losses.
Which is the best unit trust in South Africa in 2024?
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Below is the annualised return unit trust performance table for various funds.
Rankings are determined by the annualized return of funds since their inception and over the last decade.
The thought of making losses keeps people on their toes and makes them think twice before digging out money.
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Below is a list of unit trusts in South Africa that you should consider working with.
It’s one of the top-performing funds in South Africa today.
Since its inception,Ashburton Global Flexible Fundhas managed to reap an annual return of 8.9%.
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PSG Balanced Fund - 12.9%
ThePSG Balanced Fundaims for long-term capital growth and a reasonable level of income.
Its investment goal is to achieve long-term capital growth and reasonable income for investors.
With this fund, investors are comfortable with fluctuations in stock markets and potential short-term capital loss.
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13.
It invests in a mix of assets, including shares, bonds, property, commodities, and cash.
The fund can invest up to 45% of its assets offshore.
A unit trust invests in money market instruments, bonds, shares, and other investments. Photo: @Alesia KozikSource: UGC
The Allan Gray Balanced Fund has a good track record of performance.
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11.
It is suitable for investors seeking concentrated exposure to South African large-cap companies.
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This fund is ideal for financially astute investors looking to diversify their portfolios across South African borders.
If you compare unit trusts in South Africa, you will realise that GinsGlobal has great reviews from investors.
The fact that it is a multinational company increases customers' confidence.
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Besides, GinsGlobal is ESG compliant, i.e.
it runs per Article 8 of the European Union’s regulations.
It has earned an annualised return of 18.7% in the last decade.
With unit trusts, you can invest in various liquid global stocks across sectors and geographies. Photo: pexels.com, @AlphaTradeZoneSource: UGC
It’s among the top 10 best unit trusts in South Africa.
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9.
It has had an annualised return of 18.8% in the last decade, which is quite impressive.
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The company’s aim is to ensure customers who have pooled their monies together get good returns on investment.
It makes well-deliberated financial moves to guard you against losing your money.
Once it pools money from individuals and businesses, theNinety One companytakes a differentiated approach to investing inreliable companies.
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The fund invests its money in local and international companies with long trading histories and competitive advantages.
In the last decade, this objective has been accurate because investors reaped annual returns of 18.9%.
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7.
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It invests its equities across different parts of the world, including South Africa.
Its experts ensure investments are made across various capitalisation sizes and sectors.
It invests in various liquid global stocks across sectors and geographies.
Unit trusts are good investments if you place your money in a reputable and reliable company. Photo: pexels.com, @PixabaySource: UGC
Like other funds, general market and economic risks, such as exchange-rate fluctuations, are present.
However, the portfolio does its best to ensure clients do not make losses.
In the last decade, it has made annualised returns of 19.3%, which is quite impressive.
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5.
This portfolio is dedicated to providing investors with capital growth.
It invests in diverse securities listed on the global stock markets.
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This portfolio has earned the confidence of many South Africans so far.
It is an open-fund jot down of portfolio that invests in global equities.
People and businesses that have put their money in this portfolio have made impressive returns over the last decade.
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They have had an annualised return of 20.7%.
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SEI GIF Global Select Equity Fund - 20.7%
TheSEI GIF Global Select Equity Fundmakes investments in US dollars.
The portfolio invests in shares or equities in emerging and developed markets globally.
It does this in multiple sectors and uses derivative positioning to guide decision-making.
In the last 10 years, investors have reaped annualised returns of 20.7%.
After pooling funds, it buys shares from developed countries around the world.
This opportunity is ideal for persons who want to diversify their income streams.
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GinsGlobal US Equity Index Fund - 22.1%
TheGinsGlobal US Equity Index Fundcapitalises on the US stock market.
As a result, the results are usually parallel to those of the MSCI US Index.
It employs the full replication indexing methodology of investment.
Are unit trusts worth investing in?
Yes, they are worth investing in because they are safe havens for less sophisticated investors.
However, there are risks involved wheninvesting your money.
Which investment company is the best in South Africa?
Where can you invest in unit trusts in South Africa?
Before you do, ensure you do background research to help you make an informed decision.
Are unit trusts a good investment?
Yes, they are good investments if you place your money in a reputable and reliable company.
You should note that your investment will not make you rich overnight.
You must be willing to wait a certain period before you might reap the benefits, usually several years.
Which bank unit trust is the best?
Old Mutual and Stablib are amongthe bankunit trusts with a good reputation.
Always do research before investing your money.
Which unit trust is the best?
How to invest in unit trusts in South Africa?
What is the highest return on investment in South Africa?
Many people wish to know the best unit trust in South Africa so they can invest in it.
The above list of the top 15 unit trusts will guide you in making the best investment decision.
It is intended for general informational purposes only and does not address individual circumstances.
Any action you take upon the information presented in this article is strictly at your own risk and responsibility.
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Anybusinessowner who wants to increase their chances of getting business deals should work on being BEE-compliant.
She has a Bachelor of Commerce & IT from the University of Nairobi and joined Briefly.co.za in November 2019.
The writer completed a Google News Initiate Course.
you might email her at perisrodah254@gmail.com.
She holds a Diploma in Mass Communication and a Bachelors degree in Nutrition and Dietetics from Kenyatta University.
Cyprine joined Briefly.co.za in mid-2021, covering multiple topics, including finance, entertainment, sports, and lifestyle.
In 2023, she finished the AFP course on Digital Investigation Techniques.
She received the Writer of the Year awards in 2023 and 2024.
In 2024, she completed the Google News Initiative course.
Email: cyprineapindi@gmail.com
