Tag - Allan Gray

The best-performing unit trust funds

With hundreds of unit trust funds to choose from, you may be at a loss as to how to decide which fund to invest your money in. The quarterly PlexCrown Fund Ratings highlights those funds that showed the best performance and also ranks the fund managers based on overall performance. The leading unit trust management companies Coronation was the...

Multi-asset funds: unit trusts that ride the storm

The rapid turnaround in South African investors’ good fortunes highlights the need to have a longer-term investment plan rather than just reacting to short-term market movements. With the rand plummeting, the JSE down over 4% this month and government bonds shedding 9% of their value, the only place to make money it seems is offshore in developed...

The top performing unit trusts

Coronation claimed the Raging Bull Award for the best domestic management company of 2012 after relinquishing the title in 2007. The award is based on the most consistent overall risk-adjusted performance of unit trust management companies across asset classes over five years, as calculated by PlexCrown Fund Ratings. According to the PlexCrown...

The retail bet pays off for investors

A significant valuation gap has emerged in equities between consumer and retail sectors and resources which, according to Alexander Forbes’s Global Large Manager Watch, has resulted in divergences in returns between fund managers of over 10% in the last year – a spread that has been steadily growing over the last couple of months. The...

Stop doing dumb things with your money

There are two questions I am always asked by fellow journalists. Firstly why on earth did I leave the lucrative world of stock broking to become a journalist and secondly as a journalist why don’t I write about shares and the markets. The simple answer is that all of the above does not matter, what really matters is what we do with our money on a...

Hedge Funds 101

To some people hedge funds are unfathomable investments which grab international headlines when risky bets result in a sticky end. In South Africa however hedge funds and hedging strategies are mostly used to protect investors’ capital. We look how hedge funds and unit trusts with defensive strategies are used to ride out the volatile markets. A...