Rob Zagey, manager of fund research and development at Stanlib, explains what Absolute Return Funds are. "Absolute Return Funds are unit trust funds that use a variety of investment strategies to accomplish the following: Target a return over a...
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Why socially responsible investing affects you
The environment wasn't the only thing to suffer with BP's oil disaster. Investors – including more than 1 000 institutions that owned portfolio stock in BP to the combined asset value of $2,7-trillion – took a serious hit. BP lost more than half...
Jargon buster: beneficiary funds
A beneficiary fund is a specialised type of pension fund that was introduced in 2009 by the government. It exists exclusively to receive lump-sum payments, known as death benefits, on behalf of minor dependants. It was introduced specifically to...
What should be in my financial plan?
Pay off debt: It is always best to pay off high interest debt like your credit card. If you want to use your credit card for convenience set up a debit order so that it is paid in full at the end of every month. Emergency fund: Everyone should have...
How do I start investing?
You need to take your personal circumstances into consideration but here are some points to consider: Beware of cash: Over time cash will not keep up with inflation so unless you are only saving for one or two years, it is best to invest in a...
Deciding between a unit trust or an ETF
I recently wrote about how a R200 a month investment became worth R35 000 by just investing investing in Satrix 40, an index-tracking exchange traded fund. I mentioned that the returns could have been even better if I had selected one of the top...
The secret to creating wealth
Earlier this week I was interviewed on radio about savings accounts for children. I related a story about the savings account I opened for my son -- a story I have written many times. For the last eight years I have invested R200 a month into...
