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Profile's Unit Trust Awards – 13 February 2025

23 January 2025 Profile

Celebrating Excellence in Investment Management

Unit trusts have long been a cornerstone of investment portfolios, offering both novice and seasoned investors opportunities for growth and financial stability.

For 27 years, the Profile Group and its subsidiary, PlexCrown™ Fund Ratings, have been at the forefront of providing calculated performance data used to determine the top performing unit trust awards.

After the successful quarterly reviews in June and September 2024, the time is fast approaching to announce the Annual Award winners (to end December 2024).

We also are proud to announce our media partner, Business Day, who will showcase the final results and celebrate the achievements of the winners in a special feature to be published on 13 February 2025. As there will not be a physical event, the winners will be able to download their certificates via Profile's websites.

Awards will cover the straight performance (over 3 years) and risk-adjusted performance (over 5 years) for both domestic and offshore funds for selected ASISA and Offshore categories, as well as the management company of the year awards.

To enhance transparency within the industry, a comprehensive set of award rules was reviewed and published with industry participation. To view the full set of rules, click here.

Herewith the list of the award categories:

Domestic Straight Performance 3 Years
• Global--Equity--General
• Global--Multi Asset--Flexible
• South African--Equity--General
• South African--Equity--SA General
• South African--Interest Bearing--Short Term
• South African--Interest Bearing--Variable Term
• South African--Multi Asset--Flexible
• South African--Multi Asset--High Equity
• South African--Multi Asset--Income
• South African--Multi Asset--Low Equity
• South African--Multi Asset--Medium Equity
• South African--Real Estate--General
• Worldwide--Multi Asset--Flexible

Offshore Straight Performance 3 Years
• Global--Asset Allocation--Flexible
• Global--Asset Allocation--Prudential
• Global--Equity--General
• Global--Fixed Interest--Bond

Domestic Risk Adjusted Performance 5 Years
• South African--Multi Asset--Flexible
• South African--Multi Asset--High Equity
• South African--Multi Asset--Income
• South African--Multi Asset--Low Equity
• South African--Multi Asset--Medium Equity
• South African--Real Estate--General
• Worldwide--Multi Asset--Flexible

Offshore Risk Adjusted Performance 5 Years
• Global--Asset Allocation--Flexible
• Global--Asset Allocation--Prudential
• Global--Equity--General
• Global--Fixed Interest--Bond

Best of the Rest Straight Performance 3 Years
• (SA Domiciled) Global Multi-Asset Equity
• South African Equity Specialist
• Regional Equity General

Management Company of the Year
• Domestic
• Offshore

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