Articles tagged as "unit trusts"
Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death
As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...
Get your affairs in order during National Wills Week
It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...
Saving in a rising interest rate environment
With interest rates and inflation on the rise, Cedrick Pila, regional manager, discusses how investors can achieve real returns and protect their savings and...
Savings clubs: A tool to build wealth
Each year, over 11 million South Africans use savings clubs and stokvels to save more than R50 billion. The tried-and-tested benefits of saving as part of a...
Savings Month: The first step is critical, the next steps make the difference
Making your first contribution into a unit trust, be it a lump sum or monthly debit order, is a commendable first step on your investment journey, but there...
Investing unpacked
In the first of six webinars in the Personal investing 101 series, Gugulethu Mfuphi chats to Allan Gray’s Faizil Jakoet, Chris Tisdall and Nomi Bodlani about...
Building a legacy: Part 1
Achieving financial freedom and building a lasting financial legacy is a goal for many South Africans. In the first of a two-part Zoom webinar, hosted by...
Savings clubs: A great way to invest
Many of us would like to put money aside for saving and investing but struggle to remain committed and disciplined each month. Being part of a savings club i...
Don't let your hard-earned savings go unclaimed
According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...
PART 3: What are the best investment options for education savings?
With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...
Planning for retirement in the gig economy
Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...
The trouble with switching
During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...
The upside of down markets
2018 was not a good year for investors with price declines in many asset classes. The FTSE/JSE All Share Index (ALSI) fell 8.5% in 2018, or 21% when measured...
How to select a unit trust that’s right for you
There are over 1 500 unit trusts available in South Africa – what criteria should you apply to select one (or more) that best suits your needs and...
Study reveals reliance on recent performance in picking unit trusts
Shaheed Mohamed surveyed more than 400 financial advisers in South Africa to identify attributes that financial advisers in South Africa consider when...
Investment Summit to give an inside view from fund management houses
Allan Gray is bringing a group of international and local investment houses together to debate investment insights in a new one-day event, aimed at helping...
How to protect and grow your Stokvel
Saving is often the last thing on our minds when we have extra money and can seem daunting. But have you considered investing as part of a group?...
Your minor children and the taxman
Investing on behalf of your children is a generous act of foresight and, if you can afford to do it, opens up future opportunities for them. Unit trusts are ...
Does the size of your unit trust matter?
Back in September 1998, there were 186 unit trusts available in South Africa. Fast-forward 16 years, and there are now 1 477 registered unit trusts in a...
Making sense of unit trust categories and intentions
We aim to ensure that our range of funds offers enough choice to meet your needs but remains manageable, without being confusing or creating too much overlap...
Investing for education
As Wanita Isaacs joins the ranks of parents investigating ways to afford the best possible education for their children, she learns that, although long-term...
Use your head not your heart and think long term
A key step when planning your investment is choosing the right unit trust based on your risk profile and priorities and then staying invested to reap the...
Facelift for Allan Gray fund factsheets
We have redesigned our fund factsheets as the first phase of a review of the fund information we provide in all of our documentation and on our website...
Questions for personal investing
Rob Formby suggests five questions you may want to ask regarding your personal investments. Every person's situation is unique, so the list is not exhaustive...
What safeguards are in place to protect your individual investments?
At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...
Capital Gains Tax and how it affects unit trust investors
At Allan Gray, we focus on managing your investments. We acknowledge that there are important aspects of investing - such as tax on your investments - that a...
The cost of too much choice
People are attracted to choice, but that does not mean that having more choice will lead to better decisions, or a better decision-making process. Research h...
