Monthly Archives: August 2016

  • Tracker Funds & Passive Investing
    Investment Consulting   Learning Curve
    Tracker funds presents itself as powerful investing tools that can be used in conjunction with active investing to anchor a portfolio’s returns close to the index and to reduce costs. Just like any tool it should be used for the right purpose to avoid sub-optimal results. What is Passive Investing? Passive...
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  • Hedge Funds, Funds of Hedge Funds and Platforms
    Investment Consulting   Learning Curve
    Let’s look at the difference between hedge funds and “traditional” funds, as well as three different approaches to accessing hedge funds with an outline of advantages, disadvantages and costs. The revised Regulation 28 has sparked renewed interest in hedge funds as an investment destination. Let’s explore the difference between hedge funds and “traditional” funds, as...
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  • The Costs of Entering Africa
    Learning Curve
    Africa presents investors with enticing opportunities. The question remains whether this comes at too high a cost. In this article we focus on the listed equity asset class and identify the costs around investing in listed equity in Africa. The investor will need to be aware of 3 layers of...
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  • Stockbrokers for Private Client Investors
    Wealth Management
    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
    Wealth Management
    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
    Wealth Management
    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
    Wealth Management
    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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  • Essentials of a Valid Will
    Wealth Management
    It is important to make sure you have a valid will otherwise you will die intestate and your estate will be dealt with under the rules of the Intestate Succession Act of 1987. The law of succession determines what will happen to a person’s estate when he (includes female) dies....
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  • Sustainable and Responsible Investing
    Responsible Investing
    Sustainable & Responsible Investing have become hot topics in the investment industry as well as business in general. There are lots of concepts being used (sometimes incorrectly) which can be quite confusing. We attempt to summarise the different issues and principles in this article. Environmental, Social and Governance (‘ESG’) Sustainability challenges...
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