Second-highest quarterly CIS inflows on record in Q3
For the first time since 2020, a meaningful share of the quarterly inflows came from new capital rather than reinvested income.
JSE
Ninety One to list two actively managed ETFs on the JSE
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
Delisting restores SA’s credibility, but major repricing unlikely
Analysts say sustained capital inflows will depend on continued reform, enforcement, and the wider global backdrop.
Syndicates falsely claiming links to JSE and FSCA
Two WhatsApp-based syndicates are misrepresenting links to the JSE and the FSCA and unlawfully soliciting funds.
CIS industry tops R4 trillion as investors ride JSE rally
Only R23bn of the R146.13bn in annual net inflows was fresh capital, yet reinvested dividends and interest helped push AUM to R4.16 trillion.
SARB ramps up 3% inflation goal – Godongwana insists on due process
The Reserve Bank’s repo rate cut by 25bps to 7% signals the start of a more accommodative cycle as inflation remains firmly under control.
SA edges closer to mandatory sustainability reporting under global ISSB standards
A new partnership between the FSCA and IFC signals a clear intent by regulators to align corporate disclosure rules with global sustainability standards.
New share buyback rules simplify compliance – but only if your MOI keeps up
The Companies Amendment Act has eased repurchase requirements, but many firms risk over-complying unless they update their MOIs.
Collective investment schemes post strongest quarterly inflows in years
Despite a turbulent first quarter marked by political discord and trade-tariff shocks, CIS managers attracted R48bn in net inflows – the highest quarterly figure since 2020.
From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
Record R35.25bn outflow marks cautious year for South Africa’s CIS market
Reinvested income and strong interest-bearing portfolio performance led to net inflows of R85.82 billion in 2024.
Sanlam’s split with Bonitas paves the way for exclusive Fedhealth partnership
After months of speculation, Sanlam has officially partnered with Fedhealth as its exclusive open medical scheme provider.
More arrests in Steinhoff saga as executives face justice
The arrest of two more former Steinhoff executives ties back to a fraudulent scheme involving a handwritten note by Markus Jooste.
Industry raises red flags over tax treatment of collective investment schemes
Treasury’s proposed tax changes for investment funds may lead to trading distortions and reduced revenue, say industry experts.
Fund managers cautiously optimistic on domestic assets
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
AMETFs: the new ‘powerhouse’ for diversified portfolios and tax-free savings
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.
Increased focus on voluntary reporting for tax transparency
PwC’s ninth tax transparency review shows a growing trend among South African corporates to produce stand-alone tax reports, signalling a commitment to accountability and sustainable business practices.
