WHICH FUNDS
ARE ATTRACTING
INVESTOR MONEY?
As South African investors grow
more sophisticated, they are better
understanding the benefits of
looking offshore. The importance
of diversification and the wider
universe that international
markets offer are something that
many investors now see as a
vital consideration.
They also appreciate that you don't
need to take money offshore to
get international exposure. Many
South African asset managers offer
rand denominated funds with a
global mandate that are as simple
to invest in as any local unit trust or
exchange-traded fund.
Although not all asset classes have
been equally attractive, in general
local investors are increasing their
exposure to global funds. Overall
there have been net inflows of over
R3 billion into global unit trusts and
exchange-traded funds over the
last year. That is opposed to overall
net outflows of more than R4 billion
from domestic funds over the
same period.
Overall there
have been net
inflows of over
R3 billion into
global unit
trusts and
exchangetraded funds
over the
last year.
34
ISSUE 4 – JULY 2015
The below table shows the flows into a selection of the main global fund
categories between 1 June 2014 and 31 May 2015.
Fund flows to 31 May 2015
Sector
Six month
net flows
One year
net flows
One
year
change
Global – Equity –
General
R1.6 b [[ۂ