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Industry News

22 May 2019

South Africa's top-performing ETF

The Sygnia Itrix MSCI USA Index ETF has delivered both stellar performance and longevity. Over the past five years it has been one of the top five performing ETFs in the country, and over the past 10 years it tops the list, having delivered a total return of 20.01% per annum*.
22 May 2019

Assets of passion: what are the tax implications?

Investors usually purchase luxury collectable items in their personal capacities, but some still consider discretionary trusts as suitable vehicles to house these types of assets. According to Stanley Broun, Fiduciary and Tax Specialist at Sanlam Private Wealth, although trusts may have certain advantages, investments held in trusts or companies are no longer classified as personal...
22 May 2019

Warming up to essential insurance preparations

By Bertus Visser, Chief Executive of Distribution at PSG Insure.  The winter chill has set in, so preparing your home or business for the colder months should be top priority. Depending on where you are based, you may be expecting the rains to set in. In drier parts, you could be entering fire season or...
22 May 2019

Unpacking gifting and donations from a legal point of view

Gifts and donations are largely interchangeable terms but the context is different. That’s the word from David Thomson, Senior Legal Adviser at Sanlam Personal Finance.
22 May 2019

Who should be appointed as your executor?

Most people realise that it is important to have a well put together Will that clearly sets out how your estate is to be divided among your beneficiaries after your death. What is equally important – but often not well considered – is for a suitable executor to be chosen to administer your wishes.
21 May 2019

What you should know about Google's move to ban Huawei from Android

The recent move by Google to ban Huawei from Android is causing much conversation amongst industry and analysts. Below are the views of various analysts from Momentum Securities.
21 May 2019

Post-elections confidence is critical, says Old Mutual Investment Group

With the national elections behind us, improving confidence is the most urgent need for South Africa’s economy right now if the ANC are going to make the most of the final reprieve that the electorate have given them. This was the message from Old Mutual Investment Group Chief Economist, Johann Els, at the Group’s latest...
21 May 2019

Gradidge-Mahura Investments training young financial talent

South African’s are notorious for not saving enough, at best we save about R1 out of every R10 which is why Gradidge-Mahura Investments (GMI) has taken on the challenge to change this mindset. At the helm, Craig Gradidge and Kagisho Mahura set out, over a decade ago, to break that mould, driven by their vision to improve financial...
20 May 2019

PSG recognises its top financial practitioners at its annual conference

PSG Konsult, the JSE-listed financial services firm, recognised its top financial practitioners for 2018/19 at its annual conference in Sun City in early May. 
20 May 2019

AUM for Stonehage Fleming Global Best Ideas Equity Fund pass USD1bn mark

Since launching in August 2013, the USD1.03bn Fund has attracted assets from private, professional and institutional investors and has returned 66.7%* over the last five years, compared to the Global Equity peer group average of 30.0 %** and the comparative index return of 40.0%*** (US $ terms).

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