Investments / General

Finding the positive in a tough investment market

COVID-19 entered our lives without warning and for some, drastically affected long term goals and savings. The virus has sent shockwaves through the investment world, causing volatile fluctuations last seen during the 2008 Global Financial Crisis (GFC).

The value of portfolio diversification during times of financial market collapse

Asset managers remain committed to asset class diversification as the main driver of returns in long term investment portfolios. And they continue to back multi-asset solutions to achieve your client’s financial outcomes despite the lacklustre five-year return from this category of unit trust. A recent data sheet published by Morningstar suggests just 2,5% average annual return from diversified (multi-asset) unit trusts over the five years to end-April 2020. Jako de Jager, Head of Retail Portfolio Solutions at Momentum Investments, shared his view on ‘how diversified solutions protect your client’s through crisis’ during the asset manager’s 13 May 2020 ‘Outcomes Matter’ webinar.

It pays to plan if you're looking offshore

1nvest gets Shari’ah-compliant certification

1nvest, Standard Bank Group’s specialist index tracking fund provider, has acquired Shari’ah compliancy certification for its commodity Exchange Traded Funds (ETFs).