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Home / Posts tagged “Portfolio”

Portfolio

Videos

Video interview: New mutual insurer enters the market

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2025 FPI Convention Highlights with Lelané Bezuidenhout and Ronald Matande

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Key compliance issues for FSPs in 2025/26

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Inclusion of smoothed bonus policies in default investment portfolio – Conduct standard tabled

“A new conduct standard on the conditions in terms of which smoothed bonus policies may form part of default investment portfolios was released on Tuesday evening and is scheduled to come into force […]

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Inclusion of smoothed bonus policies in default investment portfolio – Conduct standard tabled

“A new conduct standard on the conditions in terms of which smoothed bonus policies may form part of default investment portfolios was released on Tuesday evening and is scheduled to come into force […]

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ASISA quarterly stats – Local CIS portfolios favour interest bearing portfolios

The Association for Savings and Investment South Africa (ASISA) recently released the Collective Investment Schemes (CIS) industry statistics for the quarter and year ended March 2020. The CIS industry reported net inflows of R23 billion […]

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Investment – Balancing your portfolio to weather economic volatility

Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]

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Investment – Balancing your portfolio to weather economic volatility

Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]

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Investment Rates

 

Updated 1 December 2025

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Money Market funds

Updated 1 December 2025

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Key compliance issues for FSPs in 2025/26
https://youtu.be/JfpH1KPZpdM
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