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...
How Namibian clients are taxed on their South African Allan Gray unit trust investments
Investors living and registered for tax in Namibia, who invest in South African unit trusts, are taxed in South Africa on their South African-sourced interes...
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...
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...
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...
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...
