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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.



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