Articles tagged as "Unit Trust"
In safe hands with the Allan Gray Balanced Fund
The Allan Gray Balanced Fund launched in October of 1999 with a unit price of R10, offering retail investors access to a diversified, multi-asset class,...
Tap into tax benefits this February
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...
Retirement annuities still work
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...
The equity core that powers our business
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...
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...
Unpacking saving and investing
Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...
Get your investment questions answered
The pandemic continues to impact all South Africans and has resulted in many of us having to make difficult decisions about money. Some of us have had to tap...
Ease the gateway to adulthood with the gift of an investment
Time is a key ingredient in investing, and our dependants are ideally placed to benefit from its magic. Consider starting an investment in your child’s name...
Your questions answered
As you embark on your investing journey, you’re likely to have a number of unanswered questions. In the final instalment of our 6-part Personal investing 101...
Ready, set, invest
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...
Have you chosen the right unit trust?
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,...
How you can influence your investment outcomes
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...
PART 5: What should I invest in?
Tax and law are wrapped around every investment product. Knowing the rules can help you choose the right product for your needs...
Should I invest in a unit trust?
You can invest in unit trusts for most of your financial goals, from saving for longer-term needs, to meeting your shorter-term objectives...
How to make sense of tax in unit trusts
The tax you pay can have big impact on your return over time. While you cannot make investment decisions based on tax alone, it is also a factor that cannot ...
How can I earn higher returns and pay less tax?
Tax has a significant impact on the returns of your investment. If, like most of us, you would like to see more return in your account and less in the hands ...
Stable Fund: Safeguarding our clients' capital is our core focus
When we launched the Allan Gray Stable Fund (the Fund) 15 years ago, we hoped that it would provide clients with returns that were competitive with bank...
What is switching?
We often caution investors against 'switching' at the wrong moments. But what exactly is switching and how do you know whether or not it is an opportune time...
The Allan Gray Investment Platform: high quality service with simple, transparent fund choice
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...
