Invest in unit trusts from different investment managers

Our investment platform provides access to a focused range of unit trusts from Allan Gray and other investment managers, for those investors who wish to include manager diversification as part of their investment strategy.

Benefits of investing with different investment managers through Allan Gray

Have control and flexibility
You get easy access and flexibility

You can make changes to your investment and access your money at any time. You can switch between different investment managers in your portfolio as your needs and objectives change. No transaction fees and no penalties.

Simplified administration
You get simplified administration

You can invest in unit trusts offered by different investment managers but you get one point of contact, consolidated reporting and one online account.

You get value for money
You get value for money

You can benefit from transparent fee structures that offer value for money.

 

Need to know more? See our frequently asked questions about investing in unit trusts from different investment managers.

Choose a unit trust that suits your needs

We offer a focused range of unit trusts, suitable for different needs.

LOCATION:
ASSET CLASS:
CATEGORY:
TYPE:
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* A tax-free investment can benefit investors who already have money invested and are likely to pay tax on their investment return. There are maximum contributions and significant penalties for over-contributing. Learn more about the Allan Gray Tax-Free Investment Account.

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UNIT TRUSTS AVAILABLE ON OUR INVESTMENT PLATFORM
Allan Gray
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Allan Gray Tax-Free Balanced Fund
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Dec 2019
Allan Gray Money Market Fund
location
South African
asset class
Interest Bearing
asset type
Money Market
FACTSHEET
Dec 2019
27Four
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27Four Shariah Balanced Prescient Fund of Funds (Class A4)
location
South African
asset class
Equity
asset type
General
FACTSHEET
Dec 2019
Coronation
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Coronation Balanced Defensive Fund (Class P)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
Coronation Balanced Plus Fund (Class P)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Coronation Capital Plus Fund (Class P)
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Nov 2019
Coronation Global Capital Plus [ZAR] Feeder Fund (Class P)
location
Global
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
Coronation Global Managed [ZAR] Feeder Fund (Class P)
location
Global
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Coronation Market Plus Fund (Class TFI P)
location
Worldwide
asset class
Multi Asset
asset type
Flexible
FACTSHEET
Nov 2019
Coronation Strategic Income Fund (Class P)
location
South African
asset class
Multi Asset
asset type
Income
FACTSHEET
Nov 2019
Foord
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Foord Balanced Fund (Class B4) For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Dec 2019
Foord Equity Fund (Class B4) For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
location
South African
asset class
Equity
asset type
General
FACTSHEET
Dec 2019
Foord Flexible Fund of Funds (Class B4) For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
location
Worldwide
asset class
Multi Asset
asset type
Flexible
FACTSHEET
Dec 2019
Investec
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Investec Cautious Managed Fund (Class H)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Dec 2019
Investec Diversified Income Fund (Class H)
location
South African
asset class
Multi Asset
asset type
Income
FACTSHEET
Dec 2019
Investec Global Franchise Feeder Fund (Class H)
location
Global
asset class
Equity
asset type
General
FACTSHEET
Dec 2019
Investec Managed Fund (Class E)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Dec 2019
Investec Opportunity Fund (Class E)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Dec 2019
Investec Worldwide Flexible Fund (Class E)
location
Worldwide
asset class
Multi Asset
asset type
Flexible
FACTSHEET
Dec 2019
Kagiso
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Kagiso Balanced Fund (Class B)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Kagiso Islamic Balanced Fund (Class B)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Kagiso Islamic Equity Fund (Class B)
location
South African
asset class
Equity
asset type
General
FACTSHEET
Nov 2019
Marriott
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Marriott Dividend Growth Fund (Class R) This factsheet is distributed quarterly.
location
South African
asset class
Equity
asset type
General
FACTSHEET
Dec 2019
Nedgroup Investments
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Nedgroup Investments Core Accelerated Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Nedgroup Investments Core Diversified Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Nedgroup Investments Core Global Feeder Fund (Class A)
location
Global
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Nedgroup Investments Core Guarded Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
Nedgroup Investments Flexible Income Fund (Class B1)
location
South African
asset class
Multi Asset
asset type
Income
FACTSHEET
Nov 2019
Nedgroup Investments Global Cautious Feeder Fund (Class B2)
location
Global
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
Nedgroup Investments Global Equity Feeder Fund (Class B2)
location
Global
asset class
Equity
asset type
General
FACTSHEET
Nov 2019
Nedgroup Investments Global Flexible Feeder Fund (Class B2)
location
Global
asset class
Multi Asset
asset type
Flexible
FACTSHEET
Nov 2019
Nedgroup Investments Opportunity Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Nov 2019
Nedgroup Investments Property Fund (Class A1)
location
South African
asset class
Real Estate
asset type
General
FACTSHEET
Nov 2019
Nedgroup Investments Stable Fund (Class A2)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
Old Mutual
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Old Mutual Global Equity Fund (Class B1)
location
Global
asset class
Equity
asset type
General
FACTSHEET
Nov 2019
Prescient
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Prescient Income Provider Fund (Class A2) Prescient only produces Class A1 fund factsheets. For more information on the fees applicable to the A2 fund class, please refer to the Local fund list.
location
South African
asset class
Multi Asset
asset type
Income
FACTSHEET
Dec 2019
Prudential
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Prudential Balanced Fund (Class B)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Prudential Inflation Plus Fund (Class B)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Nov 2019
PSG
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
PSG Balanced Fund (Class E)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Rezco
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Rezco Managed Plus Fund (Class T)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Rezco Value Trend Fund (Class T)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Nov 2019
Satrix Managers (RF) (Pty) Ltd
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Satrix ALSI Index Fund (Class B2)
location
South African
asset class
Equity
asset type
General
FACTSHEET
Nov 2019
Satrix MSCI World Equity Index Feeder Fund (Class B2)
location
Global
asset class
Equity
asset type
General
FACTSHEET
Nov 2019
Download investment platform list (All unit trusts)186kb
Download investment platform list (Unit trusts for tax-free investments)177kb
How different investment managers approach responsible investing84kb
Send me an SMS when the rand-based unit trusts are open again for a basic unit trust investment
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Note:

You will receive an SMS whenever the unit trusts re-open and subsequently close again. You can unsubscribe from these alerts at any time by contacting our Client Service Centre via phone or email.

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.

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