Many investors believe they have simple investment requirements – they want to save as much as they possibly can in as short a time as possible. However, when one drills into how best this can be achieved, investors struggle to answer some fundamental questions. For instance, if you believe you need a portfolio that produces income, do you know why? In other words, what other options might you have? And do you know what the characteristics of an efficient income-producing portfolio are? What are the current risks in the market? What impact does tax have on this objective? And, are there ways to limit tax?
Ciaran Ryan, Moneyweb journalist talks to Meyer Coetzee, executive director & head of retail at Prescient Investment Management about this and they discuss the strategy that Prescient has adopted to achieve its desired investment outcome.
Brought to you by Prescient Investment Management.