Winners of the 2025 Unit Trust Awards Honored in Celebration

The Profile Group has revealed the winners of its 2025 Unit Trust Awards, which were launched last year to succeed the previous Raging Bulls Award.

The awards honor the top-performing investment decisionmakers – including funds and asset managers – at the conclusion of each calendar year for delivering excellent returns for retail fund holders, as noted by Profile Group.

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Awards were given in each unit trust category that had 20 or more qualifying funds, whereas funds in smaller categories were combined into broad asset classes to vie for the ‘Best of the Rest’ award.

Profile Group exclusively considers actively managed funds for these awards.

And the winners are …

Three years continuous performance – domestic

• Global Equity – General: Sygnia FANG.AI Equity Fund
• Global Multi-asset – Flexible: Global Marathon IP Fund
• South African Equity – General: Fairtree Select Equity Prescient Fund
• South African Equity – SA General: Foord Equity Fund
• South African Interest-bearing – Short-term: Truffle SCI Income Plus Fund
• South African Interest-bearing – Variable term: M&G Bond Fund
• South African Multi-asset – Flexible: Granate BCI Flexible Fund
• South African Multi-asset – High Equity: Granate BCI Balanced Fund
• South African Multi-asset – Income: Portfoliometrix BCI Dynamic Income Fund
• South African Multi-asset – Low Equity: Camissa Stable Fund
• South African Multi-asset – Medium Equity: Nedgroup Investments Opportunity Fund
• South African Real Estate – General: M&G Property Fund
• Worldwide Multi-asset – Flexible: Blue Quadrant Worldwide Flexible Prescient Fund

Three years continuous performance – offshore

• Global Asset Allocation – Flexible: Contrarius Global Balanced Fund
• Global Asset Allocation – Prudential: Standard Global Stable Fund
• Global Equity – General: Remo Thematic Growth Fund
• Global Fixed Interest – Bond: Allan Gray Africa Bond Fund

Five years risk-adjusted performance – domestic

• Global Equity – General: Sygnia FANG.AI. Equity Fund
• Global Multi-asset – Flexible: Global Marathon IP Fund
• South African Equity – General: Fairtree Select Equity Prescient Fund
• South African Equity – SA General: Investec BCI Dynamic Equity Fund
• South African Interest-bearing – Short-term: PPS Enhanced Yield Fund
• South African Interest-bearing – Variable Term: SIM Inflation-linked Income Fund
• South African Multi-asset – Flexible: Flagship IP Flexible Value Fund
• South African Multi-asset – High Equity: Visio BCI Balanced Fund
• South African Multi-asset – Income: Instit BCI Flexible Income Fund
• South African Multi-asset – Low Equity: PSG Investment Management Cautious Fund of Funds
• South African Multi-asset – Medium Equity: Aeon Balanced Prescient Fund
• South African Real Estate – General: Amplify SCI Property Equity Fund
• Worldwide Multi-asset – Flexible: Blue Quadrant Worldwide Flexible Prescient Fund

Five years risk-adjusted performance – offshore

• Global Asset Allocation – Flexible: Orbis Optimal SA Fund
• Global Asset Allocation – Prudential: Standard Global Stable Fund
• Global Equity – General: GQG Partners Global Equity Fund
• Global Fixed Interest – Bond: Allan Gray Africa Bond Fund

Three years continuous performance – Best of the Rest

Domestic

• SA Domiciled Global Multi-asset Equity Fund: Allan Gray Orbis Balanced Feeder Fund
• South African Equity – Specialist: Nedgroup Investments Financial Fund

Offshore

• Regional Equity – General: Artisan US Value Equity Fund

Management Company of the Year

• Domestic: Fairtree Fund Managers
• Offshore: Orbis Investment Management Limited

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