Rules-based, or indexed, balanced funds still account for only about a tenth of assets in South Africa’s Multi-Asset High Equity segment, according to our analysis of industry assets under management (AUM) data. Yet this cohort is attracting a far larger share of new money, drawing around 23% of category flows over the past year and 53% over five years. Kingsley Williams of Satrix explains why.

With the markets in disarray in the aftermath of tariffs, it looks like the theme this year is more around risk management in a bear market rather than which growth stocks to buy. This is where strategic asset allocation becomes key, as discussed with Kingsley Williams of Satrix in this podcast.

The Satrix Global Balanced Fund of Funds ETF aims to provide local investors with optimally diversified exposure to a global basket of indices representing different asset classes. This is a low-cost, easy way to invest in a mix of equities, bonds, infrastructure, property, credit and cash assets.