Investors pull R16.5bn from local equity funds despite 42% ALSI rally
Multi-asset and interest-bearing portfolios dominated inflows in 2025 as South African investors continued to favour diversification.
#interestbearingfunds
Second-highest quarterly CIS inflows on record in Q3
For the first time since 2020, a meaningful share of the quarterly inflows came from new capital rather than reinvested income.
CIS industry tops R4 trillion as investors ride JSE rally
Only R23bn of the R146.13bn in annual net inflows was fresh capital, yet reinvested dividends and interest helped push AUM to R4.16 trillion.
Collective investment schemes post strongest quarterly inflows in years
Despite a turbulent first quarter marked by political discord and trade-tariff shocks, CIS managers attracted R48bn in net inflows – the highest quarterly figure since 2020.
Record R35.25bn outflow marks cautious year for South Africa’s CIS market
Reinvested income and strong interest-bearing portfolio performance led to net inflows of R85.82 billion in 2024.
ASISA says revised classification standard will make unit trust comparisons easier
The higher offshore investment limit necessitated a review of the standard.
