Top-performing unit trusts in SA over the past decade

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Top-performing unit trusts in SA over the past decade
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Not a single fund registered for sale in SA has outperformed the US market over the past 10 years. MoneywebNews PersonalFinance Investing

Not a single fund registered for sale in South Africa has outperformed the US market over the past 10 years. This includes all local portfolios as well as global funds available to South African investors. According to Morningstar data, the top-performing portfolio available to South Africans since the start of 2012 was the GinsGlobal US Equity Index fund. It has delivered a 10-year annualised return of 22.1% in rand terms.

While the GinsGlobal US Equity Index fund has once again been the top performer, only two other funds in the top 10 are global equity portfolios – the Old Mutual Global Equity fund and the Allan Gray-Orbis Global Equity feeder fund. The top-performing South African portfolio over this period has been the Aylett Equity Prescient fund. The R4.3 billion portfolio managed by Walter Aylett is up an annualised 13.9% over the past decade-and-a-half.

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