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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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Healing but not fixed

2010 has seen a welcome dose of reality return to global stock markets. Aside from a miserable first quarter, last year was characterised by strong equity markets. They blissfully ignored any bad news, as they rocketed up, almost eclipsing the carnage of the previous 9 months. Markets revelled in a recovering world, leaving many who […]

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How long is long term?

Because markets can be volatile over the short term, investors are often encouraged to invest for the long term. But is this always appropriate, and exactly how long is long-term? Greg Fury, Chief Operating Officer of Allan Gray, says “that depends.” Your ability to bear risk, and even your understanding of what risk is, is […]

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Be active, be wealthy

Medical practitioners often emphasise the importance of staying active to maintain good health. This seemingly simple advice can be applied to the investment world too. Odds are that investing in a passive index fund is unlikely to get you as financially healthy as proponents of the strategy would have you believe. For investors to gain […]

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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 […]

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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 […]

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Bets are off … long-term investment plays are in

Silence is golden, and South Africa’s ‘serious money’ appears to be going through a period of golden silence right now. The sound of frantic investors clamouring for the market exits was noticeable by its absence in late January and early February when the JSE experienced a correction of approximately 9%. Major wealth companies such as […]

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Economic performance no guarantee of investment returns

At the beginning of each year investment managers around the world attempt to forecast a range of economic variables as a basis for formulating their investment strategy. A common approach is to start by looking for high-growth countries or industries in the belief that this will lead to a high-growth profit pool and result in […]

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