Products & Performance

Our actively managed, highly diversified, multi-asset-class ETF solutions are designed to achieve strong performance relative to benchmarks while maintaining exceptionally low fees.

Invest directly via the Itransact Investment Platform

Balanced
Unit Trust Fund

For investors seeking a balanced approach.
This unit trust fund provides balanced exposure to domestic and global equity, fixed income, real estate, and money market ETFs.
Complies with Regulation 28 of the Pension Funds Act.

Fact Sheet

Annualised Returns: 30/06/2026 Benchmark: SA Multi Asset Med Equity Inception: 20/07/2026

TermPortfolioBench
1 Month
3 Month
6 Month
1 Year––
3 Years––
5 Years––
10 Years––
Inception–

Balanced
ETF Portfolio

For investors seeking a balanced approach.
This segregated portfolio provides balanced exposure to domestic and global equity, fixed income, real estate, and money market ETFs.
Complies with Regulation 28 of the Pension Funds Act.

Fact Sheet

Annualised Returns: 30/06/2026 Benchmark: SA Multi Asset High Equity Inception: 10/05/2013

YearPortfolioBench
1 Month-1.57 %-0.99 %
3 Month10.44 %3.00 %
6 Month6.61 %1.56 %
1 Year18.68 %12.52 %
3 Years17.57 % 12.55 %
5 Years15.56 %10.96 %
10 Years10.00 %8.35 %
Inception9.24 %

Worldwide Growth ETF Portfolio

For investors seeking aggressive growth.
This segregated portfolio provides aggresive exposure to domestic and global equity, fixed income, real estate, and money market ETFs.
Ideal for discretionary savings and investments.

Fact Sheet

Annualised Returns: 30/06/2026 Benchmark: Worldwide Multi Asset Flex Inception: 13/02/2012

YearPortfolioBench
1 Month-1.83 %-0.70 %
3 Month11.48 %4.81 %
6 Month6.48 %1.94 %
1 Year15.77 %7.64%
3 Years15.65 %10.28%
5 Years15.32 %9.42 %
10 Years12.81 %8.47 %
Inception11.94 %