Explore the Category

How to understand your fund fact sheet

19 September 2022

Governed by regulation, a fund fact sheet – or minimum disclosure document, as it’s commonly known – is a document that all fund managers who offer unit trusts or collective investments are obligated to provide. “It contains a minimum set of facts [about a fund] that you can use to make an informed decision before investing,” explains the Glacier Research team.

Which type of investor are you?

19 September 2022

Just as there are many ways to classify different types of personalities, there are also various ways of classifying, or profiling, investors.

Offshore investments: Is there a magic number?

19 September 2022

Offshore investing is no longer a luxury reserved for a few. It has become a key financial planning requirement for all investors seeking to protect and grow their wealth.

Hot in the city: why investors should care about soaring temperatures

16 September 2022

As heatwaves become more frequent, city centre buildings will need to adapt. For investors in global cities, keeping a close eye on weather data will become vital.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

View the Results