Blog Archives

Investing offshore: Why local is not always lekker

Why investing offshore should be considered.

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Passive Debate – You Need Both

Over the years there has been a significant amount of global research on active versus passive investing with an overarching conclusion that both investment approaches have their strengths and weaknesses.

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Changes to Listed Property Legislation in South Africa and its impact on the sector

Changes to Listed Property Legislation in South Africa and its impact on the sector.

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How to select the right investment manager

It is challenging for investors and their advisers to differentiate between investment managers in an ever-changing landscape. When assessing who is best placed to manage your investments it pays off to gather as much information as possible upfront and to

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Transfers from preservation funds to retirement annuity funds

The promulgation of the Taxation Laws Amendment Act, 22 of 2012 (TLA Act 2012), on 1 February 2013 has removed the final legislative barrier for transfers from preservation funds to retirement annuity funds. The definitions of “pension preservation fund” and

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Tax highlights of 2013

2013 Tax summary

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February – A good month to review your retirement plans and bump up your retirement savings

Review your retirement savings.

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The Value Of Financial Planning

According to recent research by Morningstar, receiving quality Financial Planning advice may create an extra 1.8% return for your investment portfolio.

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Not the time to relax risk appetite

Risk appetite

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Investing explained

Explaination of investing

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.