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How equity funds performed through the JSE’s ups and downs

There have been two distinct periods over the past 10 months.

How do I best invest my R6m lump sum from the RAF?

Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.

Only 19 local equity funds have beaten inflation over five years

Dividend funds show particular resilience.

Orbis proposes changes to some of its fee structures

Hopes to better align fees with client experience.

The only unit trust to hold AEEI and Ayo

And AEEI is its largest holding.

SA unit trust investors may be more resilient than you think

No dramatic rotation away from South African equities.

How much risk are you taking when picking an active manager?

For a chance at outperformance, you have to accept the possibility of underperformance.

Can I transfer my funds out of a loss-making annuity?

Changing investment strategies based solely on market performance is not advised, especially in retirement.

The danger in focusing on past performance

What historical fund returns can and can't tell you.

Local active managers outperformed in 2018

But global managers struggled to add value.

Is the average fund manager actually below average?

The folly of measuring returns against other managers.

Which unit trusts should my children invest in?

Having a long-term view and being overweight in offshore funds is probably best.

Do I invest in an income/growth portfolio or a pure income fund?

I have R6 million to invest for retirement income: which option is best?

It’s time to rethink performance fees

The industry has moved on.

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