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The local fund management industry in numbers

14 February 2018

Most public information about unit trust funds is focussed on past returns or an indication of potential future returns. Selecting a fund that will perform according to an investor’s expectations, or even outperform expectations, is a very difficult task – particularly for the average investor who has access to very limited information. In fact it is such a difficult task that the entire multi-management and fund manager research industry has been created - based on the premise that there are in fact skilled individuals out there, with access to more information than the average investor, and therefore able to better identity superior performing unit trust funds. But even these experts find it difficult to identify funds that consistently outperform investor’s expectations on an on-going basis.

SA property stocks under selling pressure

13 February 2018

The Resilient group of companies, which has regularly outperformed its peers in terms of capital and dividend growth, has had a torrid start to the 2018 calendar year. The Resilient stable includes the likes of Resilient REIT, NEPI Rockcastle, Fortress Income Fund and Greenbay Properties. The recent sell-off has been the result of rumours of a Viceroy research report, which we now know was actually targeted at Capitec. Another reason has been hedge funds short-selling the Resilient stable. On 9 February 2018, after market close, Resilient put out a note identifying the party behind the large short position and the negative note as a well-known South African hedge fund manager.

Growing your Investment Portfolio through art as a passion investment

13 February 2018

Art has become an increasingly popular asset class when it comes to designing an investment portfolio, but remains a fairly un-chartered territory for many South African investors.

That escalated quickly

12 February 2018

Global equity markets had a strong start to the year, but suddenly, almost out of nowhere, the wheels fell off. The sharp sell-off on the first three trading days of February resumed on Thursday. The MSCI All Countries World Index lost 7.5% in US dollar terms since the start of the month (although the return over 12 months is still 14%). This raises a number of important questions:

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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