General Investment Advice

Should you take investment advice from family and friends?

by Lettie Mzwinila - Allan Gray Business Development Manager

Your friends and family may offer you financial advice with good intentions, but you should be wary of basing your investment decisions purely on stories shared “around the braai”. Lettie Mzwinila explains.

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What can we learn from the Springboks when it comes to setting financial goals?

by Belinda Carbutt – Allan Gray Business Development Manager

Rassie Erasmus took over as Springbok coach with 618 days to the Rugby World Cup. At the time the state of Springbok rugby was dire, with the team having lost 12 out of 25 games. When Rassie took over the coaching role, he had a clear vision: to turn around the team’s poor performance and ultimately win the World Cup. He adopted a driven and focused mindset, set clear objectives and put a framework in place to achieve his goals.

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How to diversify efficiently from South Africa?

by Tinotenda Mtemeri - Allan Gray Business Analyst in the Institutional Client Services Team

ho-t0-diversify-efficiently-from-sa-small

The poor performance of the rand is an ongoing concern for investors. Gaining offshore exposure is a good way to mitigate against the risk that a weak rand presents, but what is the best way to go about doing so?

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Consider your portfolio holistically when investing offshore

by Sangeeth Sewnath - Investec Deputy Managing Director

consider-your-portfolio-holistically

While most investors understand the compelling reasons for investing offshore, which include diversification benefits, reduced emerging market and currency risk, and maintenance of ‘hard’ currency spending power, they tend to lose sight of the fact that offshore is only one component of their overall portfolio. Therefore, their offshore investments must be considered holistically, together with their local investments.

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What are the best investment options for education savings?

by Ray Mhere - Allan Gray Regional Manager Johannesurg

are-you-saving-enough-for-your-chllds-educationWith the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving for education to relieve the future pressure.

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News

Welcome to our news section where we will do our very best to keep you up to date with relevant and interesting information about savings and investments. In particular, we will be covering unit trusts and retirement annuities as well as the financial services industry in general.

Recent articles

  1. What are the tax benefits of contributing to a retirement annuity?
  2. Bump up your savings with a tax-free investment
  3. Should you take investment advice from family and friends?
  4. What can we learn from the Springboks when it comes to setting financial goals?
  5. How to diversify efficiently from South Africa?