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Returns from equities over the long term should give you reason to cheer
When you consider the performance of a fund, you should consider its|performance over an appropriate period of time. This is according to Matthew de Wet, the head of investments at Nedgroup Investments.
[Full Story...]
Allan Gray still the top management company
Investing in unit trusts is a flexible way to save, particularly for the medium to long term. The PlexCrown Fund Ratings is one of the tools you can use to choose a unit trust management company that delivers good performance consistently.
[Full Story...]
Wobbly markets shouldn't upset your long-term goals, experts say
The volatility of financial markets may have you worried about the health of your investments. Asset managers agree that it's best to hang on tight and ride it out.
[Full Story...]
Good returns are possible despite volatility
Three leading unit trust fund managers say you should expect local and global equity markets to stay volatile, but they are still finding shares they expect will earn good returns for you.
[Full Story...]
Investors actively going for passive funds
Mainline active asset managers are increasingly moving into the passively managed investment space, which is becoming ever more popular with investors.
[Full Story...]
New ETF equalises exposure to JSE's top 40 companies
The choice of passively managed exchange traded funds (ETFs), particularly those that track indices and what amounts to derivatives of those indices, is becoming increasingly more complex.
[Full Story...]
Passive tracker funds have an important place in your portfolio
It is amazing how much questionable propaganda and misleading information is still being put out by the financial services industry, while essential facts, particularly relating to risk, are withheld or obfuscated.
[Full Story...]
How to take a realistic view of risk and return on your investments
One of the most important judgments you must make on any investment is the risk of the investment relative to the returns you want. Generally, as is oft repeated, the greater the return you require, the greater the risk that you could lose part or all of your money.
[Full Story...]
Choose the right vehicle for your investment needs
As an investor, you might be easily confused by the number of investment options available. Deciding which one to go for is not always easy and, as with most financial decisions, you need to give your choice careful consideration. At a recent meeting of the acsis/Personal Finance Financial Planning Club, Gerrit Viljoen, the founder of Ultima Financial Planners and a former winner of the Financial Planner of the Year award, compared choosing an investment to choosing a car.
[Full Story...]
Road to recovery or another bad trip?
Following a strong recovery on global and local equity markets, asset managers are having a hard time finding investment opportunities for you. Some say local traditional asset classes are priced fairly or are overpriced, making them risky. Others see potential for shares' earnings to grow. Some foresee bubbles in favoured offshore and emerging markets, while others see a more sustainable recovery. We asked some asset managers for their views.
[Full Story...]
Equity recovery boosts unit trust returns
Most unit trusts that are exposed to share markets have benefited from the recovery in international and local equity markets and are sporting healthy returns for the year to the end of March.
[Full Story...]
Investing at high PEs 'produces lower returns'
There is a strong long-term relationship between the real returns you can earn on an investment in the stock market and the price of the shares in which you invest relative to their earnings, Prieur du Plessis, the group chairman of Plexus, says.
[Full Story...]
Allan Gray still king of the castle
Allan Gray remained the top domestic investment house in the PlexCrown survey of unit trust management companies for the periods to the end of March.
[Full Story...]
Balanced approach returns
Fund managers’ asset allocation decisions do not add much value for you, the investor, an analysis of average returns shows. But average performance doesn’t tell the whole story. There is evidence that balanced fund managers with the required skills are best placed to make the right calls, especially in volatile markets.
[Full Story...]
Warning on dividend income funds
The Financial Services Board (FSB) has given notice to the purveyors of dividend income unit trust funds that use opaque structures to convert taxable interest income into tax-free dividends that the funds may be closed. This is because of fears about undisclosed risk and tax issues.
[Full Story...]
Learn to live with the new realities
A new investment world has dawned in which you will have to save more, work longer or revise your retirement lifestyle, or all three, the managing director of one of the world's largest investment managers told the unit trust industry this week.
[Full Story...]
All smiles for four-time winner
ALLAN GRAY BALANCED FUND
[Full Story...]
Boutique firm beats the heavyweights
RE:CM GLOBAL FUND
[Full Story...]
Allan Gray is best domestic company for a second year
Allan Gray won the coveted Raging Bull Award for the Domestic Management Company of the Year for the second year in a row at this week's Raging Bull Awards.
[Full Story...]
Going liquid helped Rezco to ride the downturn
REZCO VALUE TREND FUND
[Full Story...]
Selective share picks see Absa equity fund through market slump
ABSA SELECT EQUITY FUND
[Full Story...]
A positive result in negative territory
ALLAN GRAY-ORBIS GLOBAL EQUITY FEEDER FUND
[Full Story...]
Shorter-dated bonds give Stanlib fund the edge
STANLIB CASH PLUS FUND
[Full Story...]
Offshore asset allocator takes advantage of equity recovery
ASHBURTON REPLICA EURO ASSET MANAGEMENT FUND
[Full Story...]
Costs a flashing red light for unit trust industry
This week, the Raging Bull Awards celebrate the collective investment schemes that provided investors with superior performance over the past year.
[Full Story...]
You'll need more than local assets to deliver the goods this time round
The factors that boosted the returns of most local asset classes over the past decade are unlikely to be present over the next 10 years. We report on where South African and offshore markets may be headed and what this means for your investment.
[Full Story...]
The long and the short of funds' dividend focus
Equity funds that focus on dividends are confident about their future returns, while a newcomer is beating them at their own game over the short term.
[Full Story...]
Unit trust fund turns out to be huge Ponzi scheme
A Ponzi scheme of massive proportions, which is likely to see investors lose hundreds of millions of rands, has been revealed in the second report by the curators of Corporate Money Managers (CMM), which imploded earlier this year. CMM controlled a fixed-interest varied specialist unit trust fund, the CMM Cash Management Fund (CMF), which masqueraded as a money market investment.
[Full Story...]
Laws put in place to protect you are being side-stepped
The financial services industry and its regulators are going to have to take a long hard look at themselves if investors are not to lose total confidence in financial markets.
[Full Story...]
Unit trust investors have reason to smile - but will the recovery last?
Foreign and local markets were looking healthy in the third quarter of this year. But the markets are not out of the recovery ward yet: asset managers believe underlying factors in the global economy could see equities suffering a set-back.
[Full Story...]
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