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Articles tagged as "unit trust"

Have you chosen the right unit trust?

By Lettie Mzwinila on 29 Apr 2019

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

By Lettie Mzwinila on 16 Apr 2019

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?

By Mthobisi Mthimkhulu on 17 Oct 2017

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?

By Wanita Isaacs on 27 Sep 2016

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

By Richard Carter on 29 Aug 2016

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?

By Richard Carter and Jeanette Marais on 30 Jun 2016

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

By Mahesh Cooper and Fiona Jeffery on 31 Mar 2015

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?

By Thandi Ngwane on 31 Mar 2014

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

By Jeanette Marais on 30 Jun 2012

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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