NPC report recommends reducing retirement funds’ offshore limit
The National Planning Commission recommends revising Regulation 28 to redirect at least 20% of retirement fund assets towards infrastructure and productive fixed assets.
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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.
SA’s pension system holds firm on governance, falters on inclusion
The latest Mercer Global Pension Index says governments worldwide are attempting to steer private retirement fund assets into development goals.
Retail hedge funds surge as industry hits record growth
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.
Building South Africa’s future: can infrastructure investment overcome regulatory hurdles?
Mika Adsetts, global chief investment officer of Momentum Multi-management, says that while PPPs are crucial for advancing infrastructure goals, an array of investments is key to scaling these projects.
Cautious investors pivot to domestic assets as rand strengthens post-election
The stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.
Government seems to back away from prescribed assets
The FSCA says prescribed assets will compromise the fiduciary duty of retirement fund trustees.
Alexforbes launches infrastructure fund amid government’s investment surge
The AF Infrastructure Impact Fund-of-Funds will invest across multiple sectors, including energy, transportation, and public utilities.
Proposed Regulation 28 amendment – are prescribed assets coming back?
The Cabinet is considering introducing new asset classes to leverage retirement savings for industrial financing.
