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investment fundslatest news & developments
Fred White is the head of Balanced Funds and co-manages the SIM Balanced Fund at Sanlam Investment Management. (Photo: courtesy of Sanlam)

Smart investing to beat longevity risk

Investors come to a balanced fund because they want growth

South Africans could face rising living and borrowing costs after inflation accelerated to 4% in April, with economists warning that fuel-driven global price shocks — not domestic demand — are complicating the South African Reserve Bank’s interest rate outlook

Vocabulary needed to make sense of the new normal

Negative rates are seriously spooking markets. Money managers are used to getting a positive return on their investments

Garth Barnard, director at Moruba Consultants & Actuaries

Focussed on benefitting members

Profits from the fund’s activities are reinvested to benefit members

Puseletso Mbele, investment consultant for the fund and fund manager at Novare Actuaries & Consultants

Investments focussed on enhancing members’ wellbeing

The fund’s investment goal is to enhance returns to members on a sustainable basis

Semantics: The facade of UCT

Rhodes Must Fall campaigners barking up the wrong tree

If trustees of the UCT fund have "blood on their hands" because of investment in Lonmin then so must trustees of all pension funds similarly invested.

Emerging markets have been pummelled in recent weeks on the back of fears that the US Federal Reserve could begin reining in its extremely loose monetary policy

Rickards: Developing markets should step up controls

Investment Banker and author James Rickards says emerging markets should consider implementing capital controls.

Appropriate long-term investments have yielded better returns than frenzied changes by ­stockbrokers trying to beat the market – and one another.

Chasing returns is for losers

Studies have shown that investors are paying a high price for switching between funds.

Most South Africans are not planning for retirement, with only 6% of the country’s population on track to retire comfortably.

How to lower the costs of retirement

Restructuring the way we save for retirement could halve our costs and a new model that changes preservation rules will dramatically reduce charges.

Paying for value

It’s time to start asking questions about whether the fees levied on investments are worth the returns, writes Maya Fisher-French.

No end in sight for Ovation investors

Curators fight over who should bear the loss and the matter might go to trial.