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JSE amends Listing Requirements and introduces fast track listing process

01 October 2014 | General

The JSE has made global amendments to its Listings Requirements which were announced to the market on 29 August 2014 and take effect today. These amendments will result in the issue of a whole new service issue, Service Issue 18.

The Marriott Dividend Growth Fund – a local equity fund that should be a core holding in an investor’s portfolio

01 October 2014 | General

The objective of most general equity fund managers is to outperform the RSA All Share Index. Active investing in order to achieve this objective justifies higher fees than passive or index “tracking” funds. It is interesting to note that the majority of general equity funds have failed to deliver on this objective. As of the 31 August 2014 there were 112 general equity funds each with a 5 year track record; 81% failed to outperform the index. This is a poor statistic and suggests the promise of “outperformance” is a difficult endeavour with a very low probability of success.

New investment boutique, Perpetua Investment Managers, launches retail unit trust offering

01 October 2014 | Unit trusts

Boutique investment management firm, Perpetua Investment Managers, launches its two core unit trust offerings to the investing public on 1 October 2014. Co-founded by Delphine Govender, who spent close to 11 years at Allan Gray Limited, Perpetua is a privately-owned, independent firm that has been in operation for two years and with assets under management of more than R2.5 billion.

Five things to consider when selecting a unit trust fund

29 September 2014 | Unit trusts

With the universe of collective investment schemes, or unit trusts, growing almost daily, it’s easy for investors to select a name they know or to invest with a fund that may have received favourable media coverage in recent months. But not doing enough ‘homework’ may result in an investor’s hard-earned-savings not realising the returns they could.

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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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