Top Performing RA - Unit Trusts 2021

Published on: Mar 2, 2022 10:48:57 AM

A Retirement Annuity (RA) is a personal retirement savings vehicle which allows you to save for your retirement in a tax efficient manner.
The EasyEquities RA account which you use to invest in is registered with the Financial Sector Conduct Authority and the registration number allocated to it by the FSCA is 12/8/38189. Your RA is also registered with the South African Revenue Services to ensure that you may claim your contributions in this account at the end of each tax year.

There are no minimum or maximum contribution amounts in your EasyEquities RA, however only up to R350 000 is tax deductible each year. After age 55, if you feel that you have saved enough for your retirement you can retire and start living off your accumulated savings by moving to a living annuity. A living annuity is a financial product that pays you a regular income.

Unit Trusts

Unit trusts are a collective investment scheme that brings the money of investors together into one pool that’s managed by an asset manager. 

 

Top returning Unit Trusts in RA from 1st Jan 2021 - 31st Dec 2021 

1

Counterpoint SCI Value Fund Class A1

 48.18%
2 ABSA Property Equity Fund Class C1 45.11%
3 NinetyOne Property Equity H 41.81%
4 PortfolioMetrix BCI SA Property Fund Class A 40.25%
5 Satrix Property Index B1 37.37%
6 Old Mutual SA Quoted Property Fund Class A 37.16%
7 Hollard Prime Property Fund Class B 36.94%
8 Sentio SCI Hikma Shariah General Equity Fund A 28.43%
9 1PSG Global Equity Feeder Fund E 28.28%
10 NinetyOne Equity E 23.23%

Data from EasyWealth 31st Jan 2022

Read more on what a Unit Trust is:

What is a Unit Trust

Happy investing!

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Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

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