Step 4 of 7

Step 4 : Choose Your Funds.

You must now decide on which Funds you would like to hold within your Investment Vehicle.

In order to better understand the aims and objectives of the funds as well as the focus and philosophy of the fund managers of each fund, we suggest you study the fund fact sheets carefully.

Important : Please note that the funds available in the "Tax Free Savings Account" differ from the overall fund list below. You can download the list for the Tax Free Savings account HERE.

You will notice that the Funds have been put into "Risk Profiled" groups to assist you in allocating funds to your portfolio based on your needs and personal risk profile.

The funds are Risk Profiled as follows:

Risk

Category​

Risk Category Description

Minimum Investment 

Period

1

Cautious, Low Risk with a cash like annual expected return.

1 - 2 years

2

Cautious to Moderate, Low to Medium Risk with a cash plus 1-2% annual expected return.

2 - 4 years

3

Moderate, Medium Risk with a cash plus 2-4% annual expected return.

4 - 7 years

4

Moderate to Aggressive, Medium to High Risk with a cash plus 5% annual return.

7 - 10 years

5

Aggressive, High Risk with cash plus 6% annual return.

>10 years

Choose your Funds:

To understand each fund more fully and choose the correct funds for your purpose and needs, you can click on the "fund name" to download the funds fact sheet which gives you all the detail regarding the fund.

  • SA Local Funds
  • Asset Swap Offshore Funds
  • Direct Offshore Funds

You can sort the table by clicking the up/down arrows to the right of each column.

You can download the Quality Approved (QA) iSelect Platform fund list here.

You can download the Full iSelect Platform fund list here.

Risk Category

Fund name and Link to Fund fact sheet

ASISA Classification

3

Allan Gray Balanced Fund

Multi Asset - High Equity

4

Allan Gray Equity Fund

Equity General

2

Allan Gray Stable Fund

Multi Asset - Low Equity

2

Coronation Balanced Defensive Fund

Multi Asset - Low Equity

3

Coronation Balanced Plus Fund

Multi Asset - High Equity

3

Coronation Capital Plus Fund

Multi Asset Medium Equity

3

Coronation Market Plus Fund

Multi Asset - High Equity

1

Coronation Strategic Income Fund

Multi Asset - Income

5

Coronation Top 20 Fund

Equity General

3

Foord Balanced Fund

Multi Asset - High Equity

4

Foord Equity Fund

Equity General

2

Investec Absolute Balanced Fund

Multi Asset - Low Equity

1

Investec Absolute Income Fund

Multi Asset - Income

4

Investec Active Quants Fund

Equity General

2

Investec Cautious Managed Fund

Multi Asset - Low Equity

5

Investec Commodity Fund

Specialist Equity

1

Investec Diversified Income Fund

Multi Asset - Income

5

Investec Emerging Companies Fund

Specialist Equity

4

Investec Equity Fund

Equity General

1

Investec High Income Fund

Cash & Income

3

Investec Managed Fund

Multi Asset - High Equity

1

Investec Money Market Fund

Cash & income

3

Investec Opportunity Fund

Multi Asset - High Equity

1

Investec Opportunity Income Fund

Multi Asset - Income

3

Investec Property Equity Fund

Real Estate General

1

Investec STeFI Plus Fund

Cash & income

4

Investec Value Fund

Equity General

4

Investec Value Fund

Equity General

1

Nedgroup Investments Flexible Income Fund

Multi Asset - Income

3

Nedgroup Investments Managed Fund

Multi Asset Medium Equity

4

Nedgroup Investments Rainmaker Fund

Equity General

2

Nedgroup Investments Stable Fund

Multi Asset - Low Equity

4

Nedgroup Investments Value Fund

Equity General

1

Old Mutual Enhanced Income Fund

Multi Asset - Income

2

Old Mutual Real Income Fund

Multi Asset - Low Equity

3

Old Mutual SA Quoted Property Fund

Real Estate General

1

Prescient Income Provider fund

Multi Asset - Income

3

Prudential Balanced Fund

Multi Asset - High Equity

4

Prudential Dividend Maximiser Fund

Equity General

2

Prudential Inflation Plus Fund

Multi Asset - Low Equity

3

PSG Balanced Fund

Multi Asset - High Equity

4

PSG Equity Fund

Equity General

4

PSG Flexible Fund

Equity General

1

SIM Active Income Fund

Multi Asset - Income

4

SIM Value Fund

Equity General

3

Stanlib Balanced Fund

Multi Asset - High Equity

Once you have made your fund choices, click "Next" to continue.

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