Articles by Earl Van Zyl

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...

Great news for retirement savers as offshore limits increased to 45%
Following announcements in the recent Budget speech, the South African Reserve Bank (SARB) has confirmed that the offshore investment limits for all investme...

Managing your living annuity in an uncertain world
In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living...

Q&A: What’s on your mind about the Allan Gray business?
We field a lot of questions from clients and advisers each week. Earl Van Zyl offers some answers to questions that are coming up frequently.

Is a money market fund right for you right now?
Money market unit trusts have become popular as they appear to provide a safe, secure and reliable haven for your investments. During times with extreme...

Adopt a global mind-set for long-term investment success
South African investors are fixated on the rand exchange rate, so much so that our currency movements act as a barometer of our nation’s mood: when the rand ...

Do you need to rethink your offshore investment exposure?
Treasury’s decision to increase offshore investment limits for unit trusts, investment managers and long-term insurers is great news for savers and their...

Presenting the Allan Gray Tax-Free Balanced Fund
We are excited to announce the launch of the Allan Gray Tax-Free Balanced Fund. This new unit trust will be managed in broadly the same way as our flagship...