These are the top South African unit trusts right now – and the biggest losers


  • All investors in South African general equity unit trusts have lost money over the past year. 
  • While the JSE lost some 11%, some unit trust were down more than 20%.
  • But a number of unit trusts delivered strong performances over the last five years.

Unit trust investors have had a tough time of late, particularly those invested in funds with big exposures to South African equities.

The local share market declined by more than 11% in 2018. All of the South African general equity unit trusts lost money over the past year – with some down more than 20%. 

But experts say you shouldn’t look at share performances over a year, because the stock market is too volatile. Three to five years provide a better yardstick to measure investment performance.

The latest data from unit trust…

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