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INSIGHTS

Are income funds risk free?

Cash has become the ‘safe haven’ for investors who have opted out of multi-asset funds due to the poor return of growth assets over the past several years. Some investors have chosen to remove the uncertainty of noisy volatile markets and secure the “certainty” of an inflation-beating return with a relatively low degree of volatility.…

API Quarter 3 Summary 2019

LOCAL MARKETS IN A NUTSHELL Local equity markets dropped in the third quarter following their recovery in the first half of 2019. The JSE All Share Total Return Index fell by 5% over the quarter, with the month of July and August declining by 2.2% and 3.2% respectively. The month of September was up marginally…

The value of financial advice

Financial advice covers a wide and complex array of activities. To paraphrase Oscar Wilde: “we know the price of everything and the value of nothing.” Financial advice comes at a price, so it stands to reason that advised investors will expect better outcomes over time. Is this the case and how is it assessed? There’s…

Is a QROPs still a viable option for your UK pension?

QROPS For expats living outside of the United Kingdom (UK), the option to move your pension to a qualified recognised overseas pension trust (QROPS) in one of the tax effective jurisdictions was a no brainer. With the pending divorce between the UK and the European Union the option to transfer a pension to a QROPS…

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