Unit Trusts

latest news & developments
The case could see political parties being forced by law to publicly disclose their funding the sources of their funding.

Interest 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

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

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.