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Articles tagged as "Unit Trust"

Insights categories - Personal investing

Tap into tax benefits this February

By Carla Rossouw on 01 Feb 2024

Reading time: 15 mins

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...

Insights categories - Retirement

Retirement annuities still work

By Earl Van Zyl and Tiaan van Wijk on 31 Jul 2023

Reading time: 10 mins

Planning well for retirement is essential to ensure your long-term financial well-being. One key aspect of retirement planning is choosing the product, or...

Insights categories - Local investing

The equity core that powers our business

By Nick Curtin on 31 Jul 2023

Reading time: 12 mins

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...

Insights categories - Local investing

Equities matter – even for a cautious investor

By Martine Damonse on 04 May 2023

Reading time: 11 mins

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...

Insights categories - Personal investing

Business update: Helping you service your clients’ needs

By Tamryn Lamb and Earl Van Zyl on 03 Jun 2022

Reading time: 5 mins

Set against a volatile investment backdrop and regulatory changes, including the option to invest more offshore, Tamryn Lamb and Earl Van Zyl highlight some...

Insights categories - Personal investing

Ready, set, invest

By Lise-Mari Crafford on 14 Dec 2020

Viewing time: 59 mins

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...

Insights categories - Personal investing

Have you chosen the right unit trust?

By Lettie Mzwinila on 29 Apr 2019

Reading time: 8 mins

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,...

Insights categories - Personal investing

How you can influence your investment outcomes

By Lettie Mzwinila on 16 Apr 2019

Reading time: 6 mins

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...

Insights categories - Personal investing

The Allan Gray Investment Platform: high quality service with simple, transparent fund choice

By Jeanette Marais on 30 Jun 2012

Reading time: 7 mins

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...

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