Compare unit trusts
Choose up to four unit trusts, or tick them in the finder.
How they compare
| Measure | Discovery Balanced Fund |
|---|---|
| Manager | Discovery |
| Fund type | Balanced Funds |
| Risk profile | – |
| Total expense ratio (TER) | 2.01% |
| Annual management fee | 1.50% |
| Performance fee | – |
| Fund size | R53.5bn |
| Return, 1 month | +2.11% |
| Return, 3 months | -1.30% |
| Return, 6 months | -1.84% |
| Return, 1 year | +0.77% |
| Accounts | TFSA, ZAR |
| Income distribution | Semi-annually |
| Benchmark | ASISA Sector Average |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.