Advice about forex investment 'bordered on reckless' A pensioner who invested part of his retirement savings in foreign exchange (forex) investments on the advice of his financial adviser will be reimbursed for his losses following a ruling by the financial advice ombud this week. [Full Story...]
Base your offshore investment decisions on realities, not myths Many people perceive investing offshore to be safer than investing in South Africa. However, overseas markets are not risk-free. In fact, historical data suggest that, over the long term, equity investors have made far better gains in South Africa than in the United States. At the recent series of meetings of the acsis/Personal Finance Financial Planning Club, Henry van Deventer, a financial planning coach at acsis, explored the pros and cons of investing offshore. [Full Story...]
Broaden your horizons If you want to put some of your money abroad, don’t just think of the old boys’ club of Europe, Japan and North America. We look at why the developing market economies are an attractive destination. [Full Story...]
10 things you should know about investing offshore Foreign exchange regulations have been eased to such an extent that you are at liberty to invest a substantial amount of money in a daunting array of products anywhere in the world. We tell you what you need to consider to make the most of the world of investments beyond our shores. [Full Story...]
Raging Bull Award for the Best Offshore Global Asset Allocation Fund - the top performing fund on a risk-adjusted basis in this category over five years to December 31, 2008
Raging Bull Award for the Offshore Management Company of Year
TriAlpha Fund Managers scooped the 2008 Raging Bull Award for the offshore manager of the year from seven other qualifying managers at last week's award ceremony. [Full Story...]
Raging Bull Award for the Best Offshore Global Equity Fund - the top-performing fund on straight peformance in ProfileData's offshore global equity general sector over three years to December 31, 2008
Raging Bull Award for the Best Foreign (South African-domiciled Equity Fund - the top performing fund on straight performance in the foreign general equity sector over three years to December 31 2008
How to directly access foreign investments Rand-denominated unit trust funds are only one way to diversify your investments globally. Another way is to invest directly in a fund domiciled in a foreign country. Although investing directly involves more effort on your part, its main advantage is that it gives you a hedge against the rand. This is part 56 in our Scrapbook Series. [Full Story...]
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