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Industry News

05 Feb 2024

Diversification plus ESG: more reasons to add Shari’ah funds to your portfolio

By: Gontse Tsatsi, Head of Retail Clients at Old Mutual Investment Group One of the prevalent misconceptions about Shari’ah compliant funds is that they are exclusively tailored for members of the Muslim community. However, this couldn’t be further from the truth. In fact, investing in any of the four Shari’ah unit trust funds offered by...
01 Feb 2024

Unit trusts insights

By: Andriette Theron, Head of Research at PPS Investments What factors should be considered when including unit trusts in an investment strategy in 2024? The most important factor is the blend of unit trusts. The quality of a multi-managed solution depends on the quality of its components, which are the underlying managers. It is important...
01 Feb 2024

Digital healthcare revolution taking effect in SA

By: Patrick Lubbe, Chief Executive Officer of the National HealthCare Group South Africa is witnessing a transformative shift in healthcare accessibility, patient care and quality, driven by innovative solutions utilising ubiquitous mobile technology, particularly WhatsApp. This more inclusive approach empowers individuals who have long aspired to access private healthcare but faced challenges such as affordability...
01 Feb 2024

Why stock pickers are set to excel

By: Mikhail Motala, Fund Manager  at PSG Asset Management To say that the period since the Global Financial Crisis (GFC) has been anomalous would be an understatement. And yet, the low inflation and low interest rate environment associated with this period has become viewed as the ‘new normal’. However, as inflation persists at higher levels than...
01 Feb 2024

Tax-savvy ways to provide for retirement

By: Hymne Landman, Head of Momentum Wealth Tax is such an integral part of our lives that almost every financial decision your clients make has a tax implication. Tax is a crucial consideration for any financial plan, but it can be complicated and confusing for clients. For many, it is a sensitive and personal subject...
29 Jan 2024

Liberty's EduCator Xtra.

Every child’s educational journey, from pre-school to tertiary education, forms the foundation from which to launch the rest of their lives. In addition to being a springboard for further education, these critical years also teach young people how to work hard, respect discipline, manage time and, ultimately, help them to gain access to better opportunities...
25 Jan 2024

Navigating uncertainty with personalised control

By: Fareeya Adam, Head of Guaranteed Annuities at Momentum Wealth In today’s complex and unpredictable financial world, ensuring financial stability is more crucial than ever. Like many others globally, the South African market is dealing with the fallout from pandemics, political uncertainty, and major global events. These issues cast a shadow over investments, making the...
25 Jan 2024

Long-term investing: Learnings from the Ashburton Targeted Return Fund

By: Albert Botha, Head of Fixed Income at Ashburton Investments It isn’t widely understood how tough it is to succeed in the asset management industry. Most funds and houses never really attain any meaningful scale, and everything one achieves can come crumbling down very fast. It’s a reputation game, and as Warren Buffet says, “It...
25 Jan 2024

Exchange Control and Tax Residency in South Africa

By: Lovemore Ndlovu, Head of SARB Engagement and Expatriate Compliance at Tax Consulting SA The South African Reserve Bank (SARB), in collaboration with various financial institutions, maintains a comprehensive record of the residency status of all South African banking customers. This practice is integral to their financial surveillance and regulatory compliance efforts, particularly considering South...
18 Jan 2024

What’s keeping advisers awake at night?

By: Victoria Reuvers, Managing Director at Morningstar Investment Management SA Given the vast amount of change in the financial advice industry over the years, a recent NMG survey asked advisers to rank what trends they are most worried about when it comes to their business. The primary worry (when viewed from an internal perspective) was...

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