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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

Unpacking saving and investing

By Cedrick Pila on 28 Jul 2021

Viewing time: 1 min

Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...

Insights categories - Personal investing

Get your investment questions answered

By Leaveil Des Fountain on 23 Jul 2021

Viewing time: 1 min

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...

Insights categories - Personal investing

Ease the gateway to adulthood with the gift of an investment

By Odirile Sebolao on 15 Jun 2021

Reading time: 6 mins

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...

Insights categories - Personal investing

Your questions answered

By Mthobisi Mthimkhulu on 26 Jan 2021

Viewing time: 58 mins

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...

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

PART 5: What should I invest in?

By Mthobisi Mthimkhulu on 17 Oct 2017

Reading time: 6 mins

Tax and law are wrapped around every investment product. Knowing the rules can help you choose the right product for your needs...

Insights categories - Personal investing

Should I invest in a unit trust?

By Wanita Isaacs on 27 Sep 2016

Listening time: 10 mins

You can invest in unit trusts for most of your financial goals, from saving for longer-term needs, to meeting your shorter-term objectives...

Insights categories - Personal investing

How to make sense of tax in unit trusts

By Richard Carter on 29 Aug 2016

Reading time: 1 min

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 ...

Insights categories - Personal investing

How can I earn higher returns and pay less tax?

By Richard Carter and Jeanette Marais on 30 Jun 2016

Reading time: 10 mins

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 ...

Insights categories - Local investing

Stable Fund: Safeguarding our clients' capital is our core focus

By Mahesh Cooper and Fiona Jeffery on 31 Mar 2015

Reading time: 13 mins

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...

Insights categories - Personal investing

What is switching?

By Thandi Ngwane on 31 Mar 2014

Reading time: 5 mins

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...

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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