Tuesday, January 8, 2008

Top performing unit trust funds for 2007

With 2007 just behind us, Equinox has announced the top-performing 25 unit trusts for 2007. They are dominated by the mining and commodities funds, smaller companies funds as well as flexible allocation funds.

An analysis of the top-performing unit trusts by various factors follow:

By fund classification:
Mining and Resources: 9 funds
Smaller companies: 4 funds
Flexible asset allocation: 6 funds
Other: 6 funds

By asset management company:
Stanlib - 4 funds
Sanlam / SIM - 4 funds
Various - 17 funds

Top performing unit trust:
Stanlib Small Cap Fund - 48.58%

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