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 | diversification
Five investment challenges for 2011
Five investment questions to ask in the new year 2011 could be a difficult investing year – how and what decisions to make is a dilemma every serious investor faces. Below we have five investment questions that must be asked in 2011 before investing or moving your hard earned cash: 1. The market is expensive [...]
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Eight investment principles
At a recent BoE Private Clients’ presentation, chief investment officer Daryll Owen gave the following eight investment principles: 1. The price you pay is an important determinant of future returns 2. Long term investing is well considered – and stay in the market for a true long term benefit – getting the return of the [...]
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The benefits and pitfalls of foreign diversification
Most South African investors looking to diversify will choose to include offshore assets in their portfolio, particularly now that exchange controls have been further relaxed. The trick is to select the right combination of foreign assets and asset managers in order to achieve diversification without sacrificing long-term performance, says Chris du Toit, an analyst at [...]
Offshore Investing: A lost decade, but don’t give up now
South Africans who put their savings into offshore equity markets when exchange controls were eased in the late 1990s have been disappointed over the past decade: the MSCI World Index has returned 2.8% per year in rand terms and the average SA unit trust in the Foreign Equity sector returned only 3.3% per year in [...]
Market volatility sees investors shift to balanced funds
The consistent high levels of volatility and uncertainty in the local and global markets is resulting in a growing preference among investors for balanced funds, rather than pure equity funds. “We have noticed a definite shift towards balanced funds over the past year as investors and financial planners increasingly choose to leave asset allocation decisions [...]
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 [...]
