Articles tagged as "unit trust"
Tap into tax benefits this February
The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...
Retirement annuities still work
Planning well for retirement is essential to ensure your long-term financial well-being. One key aspect of retirement planning is choosing the product, or...
The equity core that powers our business
As we celebrate our 50th anniversary this year, we naturally reflect on the history of the firm and the important milestones we reached along the way. Nick...
Equities matter – even for a cautious investor
In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...
Business update: Helping you service your clients’ needs
Set against a volatile investment backdrop and regulatory changes, including the option to invest more offshore, Tamryn Lamb and Earl Van Zyl highlight some...
Ready, set, invest
Starting a new long-term investment is less daunting when you follow a methodical approach. In the fifth instalment of our 6-part Personal investing 101...
Have you chosen the right unit trust?
It’s a good idea to review your investments about once a year to make sure that things are on track. But what if they aren’t? How can you tell if “this, too,...
How you can influence your investment outcomes
After an undeniably tough 2018, the local market staged a turnaround during the first quarter. But the atmosphere in the country is blowing hot and cold: As...
The Allan Gray Investment Platform: high quality service with simple, transparent fund choice
Objectives for investing change throughout our lives, from buying a car or house, to longer-term goals, such as saving for our children's education and our...
