Listed property an underpin for fixed income strategies

Listed property comfortably outperformed bonds, cash and equities on a 12-month view… And over the past nine years (the SA Listed Property index was created in 2003) the asset class has delivered compound average annual returns of some 25%! . . . → Read More: Listed property an underpin for fixed income strategies

Jumping ship to lose

Any down cycle can last longer than we would wish, causing great discomfort at times. ……… Not paying an independent financial advisor a reasonable fee has in all probability been a foolhardy and costly mistake. . . . → Read More: Jumping ship to lose

Christmas bonus, or is it year end bonus?

Many people complain about their bonds and car payments, but often their credit card instalments add up to more than their car payments. . . . → Read More: Christmas bonus, or is it year end bonus?

The best protection is a plan

“What you need to do is correctly identify your risk profile, create a portfolio appropriate to your risk profile and let it ride out any volatility markets present.” . . . → Read More: The best protection is a plan

SHOULD I MOVE MY RA?

A WELL PUT debate to a topical and valid question. What appears to be an obvious and easy decision to make may need a rethink, as suggested here. Note: By virtue of the flux in pension status regulations and pending state adminstered fund tmatters addressed in this article may date and become obsolete.

. . . → Read More: SHOULD I MOVE MY RA?

Jargon Buster: Outperformance

The best way to define outperformance when it comes to investing is by way of an example. ……… a fund manager aims to outperform a specific benchmark ……. . . . → Read More: Jargon Buster: Outperformance

How are life insurance premiums calculated?

And other questions you may have on Life Insurance. ……. are calculated using a process called profit testing. This basically involves setting sample premium rates, and projecting the outcome of these rates. . . . → Read More: How are life insurance premiums calculated?

Gray Issue 112 – Stable Fund Comment

08/12/2010 – Allan Gray – Examining the fund and its’ objectives . . . → Read More: Gray Issue 112 – Stable Fund Comment

How to boost your interest income

Coment by Allan Duff

NOTICE that even though this short article addresses a single purpose goal, that is higher (spending) income from capital, the methods suggested or pointed out as being available, takes the reader into diversification. Let us never forget diversification is a very usual guard against variations in markets.

First . . . → Read More: How to boost your interest income

Jargon buster: Reits

From Mail & Guardian On Line

FIONA ZERBST | JOHANNESBURG, SOUTH AFRICA – Nov 10 2010

Taken from Liberty Life’s Blueprint at Breakfast and brought here by Allan Duff

A Reit (pronounced “reet”) is the abbreviation for a Real Estate Investment Trust.

The Reit structure is becoming an international standard . . . → Read More: Jargon buster: Reits