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Future Focus June 2024

Welcome to the Winter Edition of Future Focus – insights on building wealth for your clients
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  • Talking point: CoFI Bill – DFMs now have an even bigger role to play.
  • Investment centre: Active Share – a powerful metric or a limited utility?
  • Manager insights: How we manage risk when selecting managers.
  • Practice notes: Disallowed retirement fund contributions – do not undervalue AT and IN retirement tax benefits.

We hope you find relevant insights in this Edition.

STANLIB Multi-Manager Investment Team

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