Monday 30 September 2019

Talking Points

Timing vs Time In

Local equity funds are in the doldrums, having given South African investors precious little in the way of real returns over the last four years. Is a buy-and-hold approach still worth it? In this article we try and measure the probabilities of coming out on top.

Risks Without Returns

Superior returns are the expected reward for taking on some risk. As our first article suggests, when risk isn't paying off you just need to hang in. But what if risk never pays off? We look at some examples of volatile markets that have not rewarded patience.

Weighing Up Fees

There are at least six different "cost measure" acronyms to be found on fact sheets in South Africa (including those of non-rand denominated funds). We try and explain the overlaps and differences.