SA Unit Trust

Ninety One Emerging Companies Fund

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Objective

Investment objective summary

  • The Fund aims to provide capital growth
      • The Fund invests primarily in the equities (e.g. shares) of mining, financial and industrial companies and in the equities of smaller companies with above average growth potential as well as established companies with sound recovery prospects
      • Other investments may include derivatives (financial contracts whose value is linked to the price of an underlying asset) and other eligible securities not listed a recognised stock exchange

      Fund features

      • An equity-only portfolio offering exposure to small and medium-sized companies listed in South Africa
      • Provides diversification from a general equity fund
      • More volatile than a general equity fund
      Andrew Joannou
      Portfolio Manager
      Andrew is a portfolio manager in Ninety One’s Value team and is part of the core...

      Performance & returns

      Literature & factsheets

      Portfolio & Holdings

      Date as of 28/02/2026
      Sum Of Local Assets
      100
      Equities
      93.3
      Property
      7
      Cash / Money Market
      -0.3

      Distributions & yields

      Specific fund risks

      Equity investment

      The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.

      Geographic / Sector

      Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may result in wider fluctuations in the value of the portfolio compared to more broadly invested portfolios.

      Liquidity

      There may be insufficient buyers or sellers of particular investments giving rise to delays in trading and the ability to settle trades, and/or large fluctuations in value. This may lead to larger financial losses than might be anticipated.

      Important information

      The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice.

      No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity.

      While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information.

      This material does not constitute a full summary of the risks associated with any product, fund, service or strategy.

      Relevant risk disclosures are available in the applicable documents, which can be requested free of charge.

      For details on specific funds, please refer to the relevant fact sheets.

      For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.