Asset managers’ response to the impact of events relating to African Bank on their Unit Trusts
Blog Archives
Local CIS industry grows to R1.54 trillion in first quarter
SA Multi Asset portfolios recorded net inflows of R23 billion in the first quarter of this year. In second place was the SA Interest Bearing category with net inflows of R10.1 billion.
What is switching?
We often caution investors against ‘switching’ at the wrong moments. But what exactly is switching and how do you know whether or not it is an opportune time to switch?
The variability of unit trust returns
Factors that you should consider to help you select a unit trust that will suit your personal needs and circumstances.
Tagged with: Allan Gray Balanced Fund, Allan Gray Equity Fund, Allan Gray Money Market Fund, Returns, Unit Trusts
Posted in News, Press Room
Posted in News, Press Room
Record net inflows of R200 billion for local collective investment schemes
The local Collective Investment Schemes (CIS) industry attracted net inflows of R49 billion during the second quarter of this year, the second highest ever after the record breaking R63 billion achieved in the third quarter of last year.
Understanding Costs
John Kinsley, MD of Prudential Portfolio Managers Unit Trusts, answers some questions about investment costs as they apply to individual investors in our retail unit trust funds.
Understanding Total Expense Ratios (TERs)
Understanding what a TER is and how these are calculated.
Rebates versus clean pricing: which structure benefits investors the most?
A comparison of clean pricing of unit trusts and rebates from unit trust managers.
Use your head not your heart and think long term
A key step when planning your investment is choosing the right unit trust based on your risk profile and priorities and then staying invested to reap the benefits of the investment manager’s expertise. In order to do this, however, you…
