A tricky balance – Moneyweb

South African investors have moved large amounts of money into balanced unit trusts over the past decade. The assets in aggressive allocation funds have grown from R72.3 billion in 2010 to R419.6 billion by the end of 2019. For the first half of this period, this strategy was rewarded with excellent returns from these strategies. […]

Covid-19 impact on business is ‘devastating’ – Voice of the Cape

The reality of Covid-19 on South Africa’s weak economy is devastating. So says Abdul Aziz Davids, head of research at Kagiso Asset Management, commenting on the financial pinch being felt on small and medium businesses in the wake of the coronavirus. Currently, South Africa has 402 confirmed cases of Covid-19 – an increase of 128 […]

Morningstar announces 2020 South African fund award winners – FANews

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the winners of its 2020 South Africa Fund Awards. Kagiso won two awards – for Best Aggressive Allocation Fund and Best South Africa Equity Fund – while Investec scooped Best Fund House: Larger Fund Range award and Fairtree […]

Searching for the value in local equities – Moneyweb

Between the start of 2014 and the end of 2019, the FTSE/JSE All Share Index returned just 6% per annum. This is significantly below its long-term average of around 14%, and only barely higher than inflation. The first few months of 2020 have only compounded the bad news for local investors. Given global fears around […]

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