Articles tagged as "Asset allocation"
Are low-equity funds relevant in today’s investment universe?
Low-equity unit trusts provide cautious protection against a falling market. Martine Damonse, investment specialist in the ManCo Distribution team, discusses...
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...
Solving the diversification dilemma
"Don’t put all your eggs in one basket" is a phrase familiar to many of us, and when it comes to investing and minimising risk, it is quite a sensible...
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...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...
How to invest to be crisis ready
COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...
Why should you consider a global balanced fund?
Balanced funds aim for the investment “sweet spot”: Minimising risk while still delivering return. If you are looking to achieve a decent return investing...
Balanced Fund: Perspectives and positioning
In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...
Balanced Fund: Optionality, the most unappreciated asset
One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...
Is your trust in your investment manager well placed?
It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...
The Stable Fund at 20
With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...
Prospects look promising
Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...
Part 4: How to invest to be crisis ready
COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...
Should you invest in bonds?
The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...
Offshore investing: Not a popularity contest
There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...
Asset allocation: Top down, or bottom up?
Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...
Introducing the Orbis Global Balanced Fund
Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...
