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Study reveals reliance on recent performance in picking unit trusts

14 February 2018

Past performance is just one of several factors financial advisers in South Africa say they consider when it comes to choosing which unit trusts to invest in on behalf of their clients. Along with relative performance of the unit trust (to its peer group), risk measures, and the investment style of the manager, these four top attributes account for only 50% of their overall decision. Responsible investing is at the bottom of the list.

SA’s first machine-learning powered unit trust launched

10 October 2017

Michael Jordaan co-founded FinTech player set to shake up local asset management industry

Navigating the labyrinth of unit trusts

28 August 2017

Fifty years after the first unit trust was launched in South Africa, investors now have more than 1500 to choose from. Unit trusts were introduced to make investing in the financial markets easier and simpler for those who aren’t experts in the field. Ironically, with so many different options to choose from, investors are now faced with an even greater challenge of selecting an investment vehicle that would best suit their long term financial needs.

How to construct a well-diversified risk-profiled portfolio of unit trust funds

08 August 2017

When it comes to building a portfolio, some individual investors focus on selecting the right fund manager or security. However, manager selection forms only a small part of the process. At a broader level, portfolio construction should be about structuring your portfolio in a way that stands the best chance of meeting your stated investment aims within your acceptable level of risk. (Vanguard, 2014, p.3).

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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