Investments / General

Regulation 28 of the Pension Funds Act: Increased foreign portfolio investment limits

Morningstar Publishes Global Study of Fees and Expenses in the Fund Industry, Finds Fees Continue to Fall, Yet Room for Improvement in Industry Structure Remains

Lloyd’s partners with Schroders Solutions on new market investment platform

Lloyd’s, the world’s leading marketplace for commercial, corporate and speciality risk solutions, has today announced the appointment of Schroders Solutions as the investment partner of its new investment platform.

National Treasury has increased the foreign exchange limits to 45%. What can we now expect?

National Treasury increased the allowance for retirement funds to invest offshore from 30% to 45%, and simultaneously collapsed the 10% African allowance. This is a big change for the asset management industry, which excluding Africa in the first twenty-five years of democracy had moved its offshore allowance from 15% to just 30%.