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 […]
Strong stock selection behind outperformance – Weekend Argus, Personal Finance
Raging Bull Award for the Best South African Multi-asset Equity Fund on a risk-adjusted basis over five years to December 31, 2019. Certificate for the Best South African Multi-asset Medium Equity Fund on a risk-adjusted basis over five years to December 31, 2019. The Kagiso Protector Fund is aimed at investors who want to protect […]
Choosing the right inexpensive shares pays off – The Independent, Personal Finance
Raging Bull Award for the Best South African Equity General Fund on straight performance over three years to December 31, 2019. The Kagiso Equity Alpha Fund, which was launched in 2004, has more than R698 million in assets under management, according to the fund’s minimum disclosure document of December last year. Article by Mark Bechard […]
Change in significant holding of Alexander Forbes shares – Moneyweb
In accordance with the JSE Limited Listing Requirements and Section 122 of the Companies Act 71 of 2008 (the Act). Shareholders are advised that Kagiso Asset Management Proprietary Limited has formally notified the company that its total interest in the ordinary shares of the company has increased to 5.07%. view article
There is a clear favourite among equity unit trust managers in South Africa – Business Insider
A report by Kagiso Asset Management shows that Naspers was the biggest holding in seven of the ten biggest equity funds as at end-December 2019. view article
MiPlan and Kagiso the big winners at the Raging Bulls – Moneyweb
This year’s Raging Bull Awards held in Cape Town, were a clear confirmation of how the South African unit trust market is taking on a new character. The accolades were dominated by smaller managers, with boutique house MiPlan emerging as the South African manager of the year. Equally noteworthy was that another boutique firm – […]
Here are the 2020 Raging Bull winners – IOL
The event recognises superior performance by unit trust fund managers in selecting investments for their portfolios, taking into account consistency and aversion to risk. The manager of the year awards are based on the risk-adjusted performance of a manager’s suite of qualifying unit trust funds, as determined by the PlexCrown Fund Ratings system, over a […]