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ADVISORS FROM

Rosebank Wealth Group (Pty) Ltd 

LATEST FROM

Rosebank Wealth Group (Pty) Ltd 

Great books to read in the Christmas break

As chosen by Rosebank Wealth staff, fund managers and clients.

Now is a good time to take stock and update your financial affairs

The South African equity markets have moved sideways over the last five years and many investors must be wondering if they are on the right path to inflation-beating investment returns. Maybe it is time for a review? And while you are reviewing your investments, consider reviewing your life insurance policies and your will. Reviewing investment

Could the ‘Buffett indicator’ help you find value in offshore markets?

Good value/quality investments in a poorly-performing economy can outperform over-priced investments in a booming economy.

Pay less tax and be patriotic? Yes it can be done

The attraction of the upfront income tax relief, via Section 12J, is that it effectively reduces the cost of the investment, thereby boosting overall returns.

Use tax efficiency to enhance your long-term returns

South Africans can enhance their long-term investment returns by taking advantage of suitable exemptions permitted by Sars and by reducing their income tax via rebates.

Build a future-orientated portfolio using history as your teacher

South Africans had little choice but to invest in the local stock exchange, artificially boosting performance.

Dealing with portfolio headwinds. When do you panic?

As we wrote in our most recent article, a look at recent returns of pension portfolios (Regulation 28 compliant) over periods of three, five and 10 years doesn’t make for cheerful reading. So when is it appropriate to panic? We don’t think panicking is ever in order   The core proviso to this assumes that

Five tips for the ideal long-term retirement portfolio

Saving for retirement can be compared with a long sea journey.

Weird and wonderful offshore shares

The main requirements for your new investments would be that the underlying holdings add diversity to your existing portfolio, while offering good value.

Outrageous predictions for 2018

A look at Saxo Bank's annual list.

Great books to read in the Christmas break

Staff members, fund managers and clients share their current reads...

First job? How to sweat your best asset

Tips to three hypothetical new employees.

Graduating? First job? Tips on how to allocate your first salary

If you're about to earn your first salary, how should you go about dividing your income between life insurance, disability and income protection insurance, investments and retirement savings?

Stretching your pension investments

If you're 65 and retired your priority is to make your money last for at least the rest of your life. If possible, the capital should grow at a rate higher than inflation, without taking undue risk.

Sweating pensions in the post-retirement phase

For those concerned about funding their retirement, splitting the years of retirement into distinct phases could make planning easier.

Six retirement ‘rules of thumb’ that should be retired

Are you saving enough? How much money do you actually need to retire?

How do you select a fund that invests in Indian equities?

Why an actively managed fund might be better than an ETF.

What you should know before investing offshore

What should your starting point be? And where do you find the data to support your decision and ensure that you are getting your desired exposure?

Is your South African portfolio diversified if you invest in India?

Why should South Africans consider investing in India when our countries are so similar?

A fresh breeze of reform blowing through India

Our close-up view of India’s rising middle class gave us a glimpse into the huge potential for economic growth and associated investment returns into the future.

Some perspective on global hedge fund reporting

News of North American and European funds dominate the ‘traffic’ and search engines, channelling unwary researchers down pre-determined passages.

Hedge fund data in the public domain, at last

Greater transparency in the hedge fund industry will lead to higher levels of trust.

Under-exposed offshore, under-exposed to equities, under-diversified and over-exposed to one manager

The local equity market is small relative to international markets, and investors should consider diversifying equity investments into other geographic regions.

Hedge funds, income provider funds and Afghanistan

Why a hedge fund of funds is a good way to gain exposure to hedge fund strategies.

How to help clients reduce volatility in their retirement portfolios

In a future where local markets are likely to provide more muted and volatile returns than investors have enjoyed since 2008, another investment option for investors should be welcomed.
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