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Unit Trust Fund Profiles

  • up-to-date price and performance data on more than 350 funds
  • fund mandates, objectives, asset holdings and costs
  • fund manager profiles and one-on-one interviews
  • broker updates and fund releases

Search alphabetically above, by management company or fund sector below, or click on a fund name to view details.

All Funds Mega Spreadsheet
 
Complete sector, performance and built-in costs info on every fund. To download right-click and 'Save Target As...' then open in Excel or similar.

Unit trust TER information can be found here.
 
FUND FINDER ©

Select a Sector Class and Type...

EQUITY
All
Fin&Industrial
Financial
General
Growth
Industrial
Large cap
Mining&Resources
Smaller companies
Technology
Value
Varied Specialist
ASSET ALLOCATION
All
Flexible
Prudential High Equity
Prudential Low Equity
Prudential Med Equity
Prudential Variable Equity
Targeted Absolute and Real Return
FIXED INTEREST
All
Bond
Income
Money market
Varied Specialist
REAL ESTATE
All
Flexible Property
General Property

Then choose a Geographic Sector...

Geographic Sector
All Domestic & Offshore
Domestic Funds Only
All Offshore Funds
Foreign Funds
Worldwide Funds

Then click here...

Read About Our Figures for details on how we source and calculate our performances.
Intervest.co.za is a division of EFS Investment Solutions(Pty)Ltd, licensed as a financial services provider by the Financial Services Board of South Africa. Contact us by email at direct@intervest.co.za or phone 0860 22 33 33.

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