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STANLIB Multi-Manager Property Fund – A trip down memory lane
There is a vast array of investment managers offering products in the property sector. As a multi-manager we research these managers to get an in depth understanding of their investment philosophy and to assess whether they are able to deliver alpha.
Shari’ah investing does not mean giving up on returns
Shari’ah investing in South Africa has been around since the 1990s, serving a community of investors looking to fulfil their ethical requirements.
STANLIB Multi-Manager Defensive Balanced Fund – underlying manager changes
STANLIB Multi-Manager Defensive Balanced Fund – underlying manager changes
STANLIB Multi-Manager Diversified Equity Fund – simplifying the fund structure
The STANLIB Multi-Manager Diversified Equity Fund is a diversified equity fund of funds. Its investment objective is to provide long-term capital growth through investment in local and global equity markets.
Manager Pulse: Insights on developments within the asset management industry
Manager Pulse Summer Edition – January 2021
COVID-19 debt becomes payable… global economy remains in crisis but markets have recovered.
Market Commentary Q3 2020
Part 3: Tax deductible contributions – contributing more than what is allowed
In the final part of a three-part series we briefly discuss a number of factors to consider when retirement contributions are more than the amount allowed under Section 11F of the Income Tax Act. This series of articles focuses on Section 11F of the Income Tax Act – deduction of contributions to retirement funds.
Part 2: Contributing towards your retirement fund(s) – the impact of CGT on your retirement savings deduction
In part two of a three-part series we discuss the impact of Capital
Gains Tax (CGT) when calculating the amount you can deduct for
tax purposes. The series of articles focuses on section 11F of the
Income Tax Act, which relates to the deduction of contributions
to retirement funds.
Part 1: More savings, less tax – take advantage by contributing more to your retirement fund(s)
In the first of a three-part series, we discuss how you can save
on tax by starting to contribute or contributing more to your
current retirement fund(s). The series focuses on section 11F
of the Income Tax Act – the deduction of contributions to
retirement funds.
The tax treatment of investment income – local vs foreign
South African residents are subject to tax on their worldwide income. There is a difference in the way South African residents are taxed when investing locally or when investing abroad.
Understanding performance evaluation
Performance evaluation is one of those topics that is conceptually easy to understand, but your understanding begins falling apart once you get into the detail. Fortunately, there are great frameworks for thinking about this “problem”, and great tools for helping with the exercise.
Understanding where asset managers fall in the continuum
All asset management companies and portfolio managers are different and it is important to understand each of these before deciding to invest with them as they all seek and achieve alpha differently.
Key factors to consider when evaluating asset managers
Performance evaluation is carried out to find the “best” manager to meet a specific portfolio need, or to check if an existing manager still meets the client’s original portfolio need.
Manager evaluation post selection
Allocators of capital should strive to understand performance evaluation before and during their assessment of the value add from passive and active asset managers. It is not a simple task.