B2B Central

unit trusts

23 May 2024

The future of unit trusts in South Africa

By Staff Writer

By: Wehmeyer Ferreira, Executive Director, 1nvest Unit trusts are a tried-and-tested investment wrapper. They’re a staple for portfolios of all sorts. For good reason. These wrappers are versatile, transparent and relatively simple. They’re big business, too. At the close of 2023, the South African unit trust industry was worth some R3.5tn. For comparison, at that...
10 May 2024

Universe expands but unit trusts are still the brightest star

By Staff Writer

By: Siobhan Cassidy, MoneyMarketing Contributor As much as exchange-traded funds (ETFs) have appeared to outshine unit trust funds in recent years, the old guard of the modern investment firmament look set to hold their place at the top table for investors and investment houses for the foreseeable future. In fact, many unit trust managers have...
22 Apr 2022

Choosing a unit trust could be a Squid Game

By Staff Writer

Financial advisers and their clients are faced with thousands of investment options daily and which often result in poor choices.

22 Feb 2022

Two-pot system not a silver bullet for emergency savings

By Staff Writer

If the two-pot system is implemented properly, it will provide a feasible and accountable solution to address the immediate needs of many retirement fund members.
21 Oct 2021

App addresses change in SA’s investment trends

By Staff Writer

Spending habits are not the only behavioural difference seen in consumers since the onset of the Covid-19 induced lockdowns, investment and savings trends have changed too. Financial services provider, Fedgroup, has updated its App to cater for these needs.
07 Oct 2021

The new home of Momentum Investments

By Staff Writer

We’re proud to share the new Momentum Investments website with you. With user journeys for financial advisers, individuals and businesses, we have great new experiences and exciting content for our partners, clients and stakeholders.
29 Sep 2021

Rebuilding your finances after the pandemic

By Staff Writer

Recently there was a post which said, “We’re now on day 480 of a 15-day lockdown.” Injecting a bit of humour is something South Africans are good at, even in this dreadful situation that we never imagined would carry on like this. Indeed, it has been a long 18 months. From rolling lockdowns to the recent looting and civil unrest, the past year-and-a-half has dealt South Africans a series of financial blows – enough to throw even the most financially disciplined off-track.

09 Sep 2021

Celebrating 25 years of helping people on their investment journey to success

By Staff Writer

Momentum Wealth, one of the largest linked investment service providers (LISPs) in SA is proudly celebrating 25 years in the investment industry. “We started doing business as Momentum Administration Services (MAS) in September 1996,” says Hymne Landman, Head of Momentum Wealth.
28 May 2021

Majority of local investors miss out on strong stock market recovery: ASISA

By Staff Writer

The local Collective Investment Schemes (CIS) industry reported net inflows of R13.69 billion in the first three months of this year, taking to R203.83 billion the total net inflows for the 12 months to the end of March 2021.
10 Sep 2020

How too much choice is draining your brain

By Staff Writer

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments From the words of Francis Scott Key that dubbed America “The land of the free”, which stuck, to the unforgettable Mel Gibson monologue where an army of painted Scots were willing to trade their lives for the freedom of generations to come...
19 Mar 2020

If you exit your unit trust portfolios now, you lock in your losses

By Janice Roberts

When stock markets crash and bad news just keeps on coming from all corners of the globe, panic is a natural reaction for many unit trust investors.

05 Mar 2020

Five questions your fund fact sheet should answer

By Janice Roberts

Reading a Unit Trust fund fact sheet can feel overwhelming, some may even consider it an extreme sport – what with all the financial terms, acronyms, and percentages. In reality, the fund fact sheet isn’t nearly as confusing as it first seems.