Report on active and passive portfolios reveals key trends for investors
The Morningstar Barometer shows where active management adds value and where low-cost passive strategies hold the upper hand.
#SAequity
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.
