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.
#unittrustfunds
Alexforbes named SA Manager of the Year at Raging Bull Awards
Sasfin and Sygnia were the runners-up.
Treasury publishes tax changes affecting pensions, trusts, and individuals
In addition to foreign pensions and trust income, the measures affect death benefits, child maintenance, capital distributions by unit trusts, and assessed losses.
FSCA publishes comprehensive Conduct Standard for CIS managers
The Conduct Standard establishes mandatory risk, compliance and internal audit functions, plus notification and approval requirements for key appointments.
Revised unit trust fund classifications: early impact in focus
The new SA Multi Asset SA High Equity category is expected to gain traction over time, despite slower uptake in the early stages.
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.
ASISA says revised classification standard will make unit trust comparisons easier
The higher offshore investment limit necessitated a review of the standard.
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.
Profile releases rules for new unit trust awards
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations
Profile to launch new unit trust award after ending relationship with Personal Finance
Independent Media says the Raging Bull Awards will continue with a new data provider.
