Articles tagged as "unit trust"
Tap into tax benefits this February
The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...
The equity core that powers our business
As we celebrate our 50th anniversary this year, we naturally reflect on the history of the firm and the important milestones we reached along the way. Nick...
Equities matter – even for a cautious investor
In recent years, we have witnessed investors on our platform moving their assets away from low-equity funds to funds that have little to no equity exposure...
Unpacking saving and investing
Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...
Your questions answered
As you embark on your investing journey, you’re likely to have a number of unanswered questions. In the final instalment of our 6-part Personal investing 101...
Ready, set, invest
Starting a new long-term investment is less daunting when you follow a methodical approach. In the fifth instalment of our 6-part Personal investing 101...
Have you chosen the right unit trust?
It’s a good idea to review your investments about once a year to make sure that things are on track. But what if they aren’t? How can you tell if “this, too,...
How you can influence your investment outcomes
After an undeniably tough 2018, the local market staged a turnaround during the first quarter. But the atmosphere in the country is blowing hot and cold: As...
PART 5: What should I invest in?
Tax and law are wrapped around every investment product. Knowing the rules can help you choose the right product for your needs...
The Allan Gray Investment Platform: high quality service with simple, transparent fund choice
Objectives for investing change throughout our lives, from buying a car or house, to longer-term goals, such as saving for our children's education and our...
