
Levies and fees weighed as PA prepares to regulate CISs and retirement funds
The PA shared an update on the six workstreams focused on the transition, confirming that they will be ready to regulate CISs and retirement funds by 1 April 2026.
The PA shared an update on the six workstreams focused on the transition, confirming that they will be ready to regulate CISs and retirement funds by 1 April 2026.
A decade after the introduction of hedge fund regulations, retail investors are driving strong growth, with RHFs attracting R11.84 billion in net inflows in 2024.
ASISA warns that reclassifying collective investment scheme portfolios as profit-making schemes will undermine years of established investment policy.
Reinvested income and strong interest-bearing portfolio performance led to net inflows of R85.82 billion in 2024.
The new SA Multi Asset SA High Equity category is expected to gain traction over time, despite slower uptake in the early stages.
With South Africa’s debt-to-GDP ratio at 75.1%, Finance Minister Enoch Godongwana faces a tough balancing act – can his Budget Speech reassure investors and spark economic growth?
A dip in corporate and VAT revenues has left a R10bn hole in expected tax collections. As the Budget approaches, Treasury faces a difficult balancing act.
Financial advisers can diversify model portfolios with AMETFs, combining actively managed funds, equities, and passive products, while potentially qualifying for tax-free savings accounts without performance fees.
The updated guidelines focus on investor protection, derivatives usage, and strict reporting measures.
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
The proposal is for hedge funds to be subject to a different tax regime, potentially removing the ‘revenue versus capital distinction’ that causes tax uncertainty.
The industry lost at least R175.9 million last year but prevented losses of R1.5 billion through enhanced detection efforts, says ASISA.
This is one of the significant changes to the eligibility criteria.
The higher offshore investment limit necessitated a review of the standard.
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations
Independent Media says the Raging Bull Awards will continue with a new data provider.
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