Unit Trusts
latest news & developmentsInterest in unit trusts at all-time high
Investors have been attracted by the industry’s performance spurred by strong market growth.
Levelling the savings playing field
Tax increases on capital gains and dividends will hurt big savers, not middle-income earners.
Short-term gains offer no guarantees
In the longer term, nothing beats stock picking, sector rotation and timing, experts advise.
Beware of being over diversified
For every new investment you take out you incur additional costs. You should rather look to consolidate than spread yourself too thinly.
Solving SA’s savings dilemma
The South African Reserve Bank Quarterly Bulletin (March 2011) reveals that the country’s gross household savings rate is a mere 1.5% of GDP.
Maximising investment return
There are enough options to make the "where to invest your discretionary savings" question very tough indeed.
Can I switch unit trusts in my RA?
Use the opportunity to rebalance your portfolio but not to chase returns.
Saving for a child’s education
Saving for your child’s education: Exchange traded funds, Fundisa or unit trusts?
Defensive investing
When investing for a three-year period you need to opt for a low-risk fund with no upfront fees.
Making an investment choice
There are so many investment choices, it is impossible to know where to start. You need to have a strategy.
Choosing the right investment
Two readers want to start saving but don’t know where to begin.
Investors can diversify with passive investments
Absa provides an opportunity to invest retirement funds in lower-cost ETFs.
Building an investment portfolio
How to diversify your investment across different investment styles
Watch those reoccuring fees
Can a bank just take fees every time I invest my money?
Should I invest now?
Two readers want to know whether they should invest in the markets now.