The lions share of the unit trust industry in South Africa is dominated by multi-asset (balanced) funds

Over the past decade returns from this sector has been rather muted with the average balanced fund delivering returns of about 2% in excess of CPI. This begs the question of whether the “tools” or the “toolbox” need to change to reflect todays market environment. Join us at The 2024 Investment Forum where Victoria Reuvers (Sheppard) from Morningstar will have a lively debate on this subject with Justin Floor , Sandile Malinga , @charles de Kock and Bastian Teichgreeber. Go to register at for further details. #thecollaborativeexchange #fromtiersofdisruption Coronation Fund Managers PSG Asset Management Prescient M&G Investments Southern Africa Morningstar


The business has arguably the largest database of financial advisor information in South Africa.