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Tag Archives | Fund


Local Fund managers struggle – Top-rated manager shares views on topical issues

According to Patrick Cairns of Citywire “it’s been a tough old time for local fund managers” as the latest Citywire fund manager ratings indicated that South African managers have done noticeably worse than their global counterparts over the past three years. “Citywire uses the information ratio to rank managers every month. This is defined as […]

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Conduct Standard for Pension Fund Board members – Minimum skills and training requirements spelt out

After a comprehensive public consultation process and submission to Parliament, as required in terms of section 103 of the Financial Sector Regulation Act, 2017 (FSR Act), the FSCA has published the Conduct Standard for Minimum Skills and Training Requirements for Board Members of Pension Funds. Summary of the conduct standard ● The Conduct Standard is […]

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Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options

The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and the general public. The Webinar features a panel of legal and subject matter experts and examines regulatory parameters in terms of options […]

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Correction – Morningstar 2020 South Africa Fund Award Winners

An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. named the winners of its 2020 South Africa Fund Awards […]

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New ASISA Retirement Fund Standard – Enabling review and comparison of charges on products

Members of umbrella retirement fund solutions will be able to assess the total impact of charges on their individual retirement benefits from next year October, when members of the Association for Savings and Investments South Africa (ASISA) implement the new Retirement Fund Standard: Effective Annual Cost (EAC) for Individual Fund Members. The ASISA Board of […]

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FSCA Retirement Funds Workshop – Application for registration closes tomorrow

The FSCA’s Retirement Funds Supervision Division (RFSD) will be hosting a one-day workshop to provide guidance for trustees on some of the important aspects of the Pension Funds Act, 1956 and Financial Sector Regulation Act, 2017. Ideally, candidates applying for registration should be persons who are being groomed to become retirement fund trustees, persons who […]

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