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2021: A bumper year for local unit trusts

After a string of lean years, performance rebounded for South African funds.

The local funds with the highest inflows in Q3

Funds with high exposure to local equities returned to favour.

The multi-asset low equity funds with the highest inflows

There s potential for strong recovery in some property counters

There s potential for strong recovery in some property counters
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Big bond fund saw the highest net inflows in 2020

MONEYWEB app instead? Among SA unit trusts, lower-risk and international products were favoured by investors. By Patrick Cairns, Citywire 20 Jan 2021  11:03  Image: Waldo Swiegers, Bloomberg In a year of extreme market uncertainty, it is no surprise that lower risk and international products were favoured by investors last year. Excluding money market funds, the major beneficiaries of new inflows over the past 12 months were South African bond, local income, and global equity funds. According to Morningstar data, four of the top 10 funds by net inflows in 2020 are in the Asisa South Africa interest-bearing short term category. Two more are South Africa multi-asset income funds, with two others being global equity general portfolios.

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