Retirement fund fees: Is cheaper really better?
The developing FSCA value-for-money approach puts costs alongside investment performance, service quality, governance, and member outcomes.
#investmentperformance
What if? The R69.7bn question behind the PIC’s Isibaya portfolio
A BER analysis finds that the same cash flows could theoretically have produced R69.7bn more in the bond market, while highlighting the limits of comparing returns with developmental objectives.
How your investments fared in a volatile first quarter
A sharp market sell-off triggered by the Middle East conflict dented first-quarter returns, but local shares, bonds and property still posted strong 12-month gains.
Umbrella funds boom – advisers should assess fit, not just fees
For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.
New survey to enhance transparency and benchmarking for investors
The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.
