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SA Unit Trust Navigator Comparative Analysis & Tax Modeling Hub
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Independent Research & Mathematical Framework

Making Sense of South African Unit Trusts

Comparing gross unit trust returns directly to a guaranteed bank fixed deposit is misleading. This platform models the real-world blended tax drag across the four South African tax streams, capital gains deferral, and risk-adjusted compound returns across leading asset managers.

Understanding SARS Tax Dynamics Legal Disclaimers

Fund Managers & Institutional Ranges

Select an asset manager below to view fund factsheets, asset allocations, top holdings, and interactive simulations.

10X Investments Active & Complete

10X Unit Trust Range (10 Funds)

Comprehensive analysis of 10 Minimum Disclosure Documents (July 2026). Includes live compounding calculator, 4 illustrative portfolio models, statutory asset allocations, and look-through holdings.

Funds Analyzed:10 CIS Portfolios
Data Period:July 2026 MDDs
Interactive Engine:Live Reactive
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Allan Gray Coming Soon

Allan Gray Fund Range

Fund factsheets and comparative tax analysis for Allan Gray unit trusts are currently being ingested.

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PSG Wealth Coming Soon

PSG Fund Range

Fund factsheets and comparative tax analysis for PSG Asset Management unit trusts are currently being ingested.

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