Propelled by record net inflows of R109-billion last year, the local collective investment schemes industry grew its assets under management to R927-billion during 2010 from R750-billion at the end of 2009. The bulk of the net inflows came in the fourth quarter of last year, when the industry attracted a record breaking R36-billion. Releasing the [...]
Tag Archives | Asisa
Where have people been investing?
While the global financial crisis that reared its ugly head in mid-2007 is by no means dead and forgotten, we have fortunately seen a very strong recovery in equity prices since the March 2009 lows. “Although the MSCI World Index and the MSCI Emerging Markets Index need to gain 31,2% and 17,1% respectively before they [...]
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Lack of financial planning puts us at risk
A lack of proper financial planning has been cited as one of the key reasons for the massive underinsurance problem facing South Africans. According to a new study conducted on behalf of the Association for Savings and Investment South Africa (ASISA), South Africa’s 12.4-million income earners between the ages of 16 and 65 are underinsured [...]
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Graduate professionals underinsured for death and disability
High income earners, including graduate professionals are often deemed to be more financially astute than the rest of the population when it comes to financial matters. However, research released by the Association for Savings and Investments of South Africa (ASISA) last week suggests that this group is severely underinsured when it comes to life and [...]
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Where we’ve been this week: Thinking about Gini
This week we have been thinking about the Gini coefficient – or the distribution of wealth in South Africa. The Gini coefficient is a measure of income equality in a country – 1 is complete inequality and 0 is complete equality (everyone earns the same). Last measure we can find for SA is a Gini [...]
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The gap is R18trillion
The second study into the gap in insurance cover in South Africa was released today in Johannesburg (17 November 2010). The study was conducted on behalf of Asisa (Association of Savings and Investment SA) by True South Actuaries and Consultants, co-authored by the Bureau of Market Research at Unisa. The first study showed a gap [...]
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Fixed interest funds attract investors
Fixed interest funds attract bulk of R29-billion net inflow The South African collective investment schemes (CIS) industry attracted net inflows of R29-billion in the third quarter of this year, second only to the R35-billion recorded in quarter two of last year. This brings assets under management by the local CIS industry to a record R868-billion, [...]
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SA life industry shows clean bill of health
South Africans bought life insurance products worth R62-billion in new premiums last year, only 5% less than was spent on new recurring and single premiums in 2008 when R65.5-billion was received. Reporting back on the 2009 sales statistics for the South African long-term insurance industry, Peter Dempsey, deputy CEO of the Association for Savings and [...]
Investors fail to time the markets, again!
After having been shunned as an asset class by local investors for three years in a row, domestic equity funds completed 2009 firmly in the positive, having attracted net inflows of R10.8-billion for the year. In 2006, 2007 and 2008, domestic equity funds recorded net outflows, with money market funds, asset allocation and fixed interest [...]
Tax Guide 2012
Latest Issue - 30 April 2012
In This Issue:
- Local and offshore ETFs
- Why stock selection is key
- Medical Survey - the cost of healthcare
- New player in life insurance market
Newsletters
Newsletter 17 May 2012: Lump sum versus debit order, 3 essentials for a confident investor
In today’s newsletter we look at investing with a lump sum or regular contributions – how do they stack up against each other? We also share three investment tips to cope with uncertainty. Being right about muddle-through hasn’t made investing any easier Most predicted that politically and often economically the year 2012 would be a [...]
