Exploring equity funds

Writer: Jana Visagie Assistant Portfolio Manager, PSG Wealth Hermanus.

In our previous article, we gave a detailed explanation of how the Association for Savings and Investment SA (ASISA) classifies unit trust funds based on geography and asset class, among other criteria.

In this article, we will specifically focus on one classification type (mandate) of unit trust funds, namely ‘equity unit trust funds’.

What type of assets do these fund managers include in their portfolios? What are the costs related to investing? What are the risks involved and what potential earnings can you expect?

We will set out some of the basics so you'll be more informed whenever you look at a fund’s fund fact sheet (so-called ‘minimum disclosure document’), or are speaking to an investment adviser.

Click below to read more. (The full article can be found on page 22)