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Articles tagged as "Unit Trusts"

Don't let your hard-earned savings go unclaimed

By Tim Molloy on 29 Jul 2019

According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...

PART 3: What are the best investment options for education savings?

By Ray Mhere on 16 Jul 2019

With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...

Planning for retirement in the gig economy

By Tamryn Lamb on 21 Jun 2019

Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...

The trouble with switching

By Mthobisi Mthimkhulu on 25 Jan 2019

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...

The upside of down markets

By Andrew Lapping on 11 Jan 2019

2018 was not a good year for investors with price declines in many asset classes. The FTSE/JSE All Share Index (ALSI) fell 8.5% in 2018, or 21% when measured...

How to select a unit trust that’s right for you

By Thandi Ngwane on 12 Sep 2018

There are over 1 500 unit trusts available in South Africa – what criteria should you apply to select one (or more) that best suits your needs and...

Study reveals reliance on recent performance in picking unit trusts

By Shaheed Mohamed on 09 Mar 2018

Shaheed Mohamed surveyed more than 400 financial advisers in South Africa to identify attributes that financial advisers in South Africa consider when...

Investment Summit to give an inside view from fund management houses

By Jeanette Marais on 21 Jul 2017

Allan Gray is bringing a group of international and local investment houses together to debate investment insights in a new one-day event, aimed at helping...

How to protect and grow your Stokvel

By Lettie Mzwinila on 07 Jul 2017

Saving is often the last thing on our minds when we have extra money and can seem daunting.  But have you considered investing as part of a group?...

Your minor children and the taxman

By Carla Rossouw on 06 Nov 2015

Investing on behalf of your children is a generous act of foresight and, if you can afford to do it, opens up future opportunities for them. Unit trusts are ...

Does the size of your unit trust matter?

By Daniel van Andel on 31 Mar 2014

Back in September 1998, there were 186 unit trusts available in South Africa. Fast-forward 16 years, and there are now 1 477 registered unit trusts in a...

Making sense of unit trust categories and intentions

By Rob Formby on 31 Dec 2012

We aim to ensure that our range of funds offers enough choice to meet your needs but remains manageable, without being confusing or creating too much overlap...

Investing for education

By Wanita Isaacs on 30 Sep 2012

As Wanita Isaacs joins the ranks of parents investigating ways to afford the best possible education for their children, she learns that, although long-term...

Use your head not your heart and think long term

By Jeanette Marais on 17 Nov 2011

A key step when planning your investment is choosing the right unit trust based on your risk profile and priorities and then staying invested to reap the...

Facelift for Allan Gray fund factsheets

By Henk Pieterse on 10 Aug 2011

We have redesigned our fund factsheets as the first phase of a review of the fund information we provide in all of our documentation and on our website...

Questions for personal investing

By Rob Formby on 31 Mar 2011

Rob Formby suggests five questions you may want to ask regarding your personal investments. Every person's situation is unique, so the list is not exhaustive...

What safeguards are in place to protect your individual investments?

By Taryn Hirsch on 30 Sep 2010

At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...

Capital Gains Tax and how it affects unit trust investors

By Rob Formby on 31 Mar 2010

At Allan Gray, we focus on managing your investments. We acknowledge that there are important aspects of investing - such as tax on your investments - that a...

The cost of too much choice

By Marisa Kaplan on 30 Sep 2009

People are attracted to choice, but that does not mean that having more choice will lead to better decisions, or a better decision-making process. Research h...

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