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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 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
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.
Market & EconomIC Insights
Manager Pulse Summer Edition – January 2021
Viewpoints Summer Edition – January 2021
Market Commentary Q4 2020
Market Commentary Q3 2020
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.
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
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.
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.
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.
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.
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.