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Top-performing global balanced funds accessible in SA

A look at ten funds which have performed over three years.
Image: Shutterstock

South African investors looking offshore have tended to focus on equities. There is, however, an increasing appetite for mixed-asset solutions, with a number of funds now being offered by specialist managers in this space.

To get a sense of the relative performance of these funds, Citywire has identified the 10 top-performing mixed asset – balanced USD funds over the past three years available to South African investors. They include offerings from both local and international asset managers.


Patrick Cairns is South Africa Editor at Citywire, which provides insight and information for professional investors globally.

This article was first published on Citywire South Africa here, and republished with permission.

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Interesting. Thanks.

The Sygnia S&P500 ETF is about smack bang in the middle at 60% but without dividends.

I wouldn’t bother with these local derivatives. Just get a Vanguard diversified balanced or growth index fund – sourced offshore with offshore funds. Fund manager fees of 0.27% will ensure you get pretty close to the benchmark return.

End of comments.

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