Personal Investors

  • Investment Manager Selection
    Personal Investors
    Investing is a world where investment managers claim to be terrific and where they can typically back it up with some or other performance analytics. However, most investment managers actually underperform the market, making active management a losers’ game unless you have the skill to select superior investment managers...
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  • Can Global Equity Funds outperform the market?
    Personal Investors
    The changes in Regulation 28 allowing investors to invest up to 25% of its assets with offshore investment managers and an additional 5% in African investments (excluding South Africa) has placed a renewed focus on offshore investment strategy and investment manager selection. Outperforming the markets after fees consistently is not...
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  • How to pick the best financial advisor
    Personal Investors
    As Charles Ellis highlights in his paper - The Winners Game –  “… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment consultant and not the investment manager...
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  • Cost-drag on investment performance
    Personal Investors
     “There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John.F Kennedy Introduction If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving off some weight...
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  • Money Market Account versus Money Market Fund
    Personal Investors
    A few years ago I worked for a large corporate bank. At the time, my husband (who works in the investment advisory and management industry) would often ask me "what is the current money market rate that the bank offers to investors?" We would then have a debate because...
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  • Stockbrokers for Private Client Investors
    Personal Investors
    Investors are becoming more sophisticated and wish to implement a more hands-on involvement with their own long term sustainable wealth creation. Opening a stockbroker trading account offers investors one such option to do just that. Selecting a stockbroker sounds like an easy enough process, however after thorough research on the...
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  • Risk Cover: What you should know
    Personal Investors
    With a variety of life assurers and risk cover policy options available, it is important to take special care when selecting the right policy for you and your family’s needs. First you need to identify what level and type of cover you already have (if at all) and the level...
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  • How to Invest Offshore
    Personal Investors
    There are various reasons why South African investors choose to invest money offshore which includes diversification of your investment portfolio, foreign currency exposure, concerns about the current economic state of our country or planning to emigrate in a few years’ time. This article provides you with information on how you...
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  • Estate Duty
    Personal Investors
    Estate Duty is the tax levied at 20% on your dutiable estate as a result of your death. The Estate Duty Act applies to the estates of all deceased persons who were resident in South Africa at the time of their death. How is the Estate Duty determined? The way in which...
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