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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 - 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

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

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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