You are currently viewing our desktop site, do you want to visit our Mobile web app instead?
Home    Investing

LATEST Unit Trusts  

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

9 Jul 2019 /  Patrick Cairns   10
There have been two distinct periods over the past 10 months.

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

29 Jun 2019 /  Eric Jordaan  
Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.

Only 20 local equity funds have beaten inflation over five years

21 Jun 2019 /  Patrick Cairns   21
Dividend funds show particular resilience.

Orbis proposes changes to some of its fee structures

19 Jun 2019 /  Patrick Cairns   28
Hopes to better align fees with client experience.

The only unit trust to hold AEEI and Ayo

6 Jun 2019 /  Patrick Cairns   13
And AEEI is its largest holding.

SA unit trust investors may be more resilient than you think

17 May 2019 /  Patrick Cairns   9
No dramatic rotation away from South African equities.

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

6 May 2019 /  Patrick Cairns   11
For a chance at outperformance, you have to accept the possibility of underperformance.

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

26 Apr 2019 /  Richus Nel    12
Changing investment strategies based solely on market performance is not advised, especially in retirement.

The danger in focusing on past performance

25 Apr 2019 /  Patrick Cairns   12
What historical fund returns can and can't tell you.

Local active managers outperformed in 2018

24 Apr 2019 /  Patrick Cairns   6
But global managers struggled to add value.

Is the average fund manager actually below average?

15 Apr 2019 /  Patrick Cairns   17
The folly of measuring returns against other managers.

Which unit trusts should my children invest in?

4 Apr 2019 /  Mags Heystek  
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?

1 Apr 2019 /  Thulisile Nkomo  
I have R6 million to invest for retirement income: which option is best?

It’s time to rethink performance fees

27 Mar 2019 /  Patrick Cairns   36
The industry has moved on.

Questions raised about Allan Gray-Orbis performance fees

26 Mar 2019 /  Patrick Cairns   27
The Global Optimal Fund of Funds has charged for performance despite sustained weak returns.

Podcasts

NEWSLETTERS WEB APP SHOP PORTFOLIO TOOL TRENDING CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company: