Important Announcement from Allan Gray Equity Fund Unit Trusts

Equity-Fund-changes-NorthwoodWhen an important financial player such as Allan Gray announces a sweeping policy change to their Equity Fund unit trusts, it is usually a good idea to pay attention.  So what are these changes?  And furthermore, why have these changes been made?

Offshore

The primary change to concern yourself with if you’re an investor in Allan Gray’s Equity Fund is the decision taken by the financial firm to invest a greater percentage of their funds offshore.  But Why? And is this a good thing? Continue reading

Allan Gray Equity Fund Proposed Changes – How to Respond

allen-gray-changeRecently Allan Gray sent out a notice that they were looking to change some aspects of their equity fund, however, the actual implementation of these changes essentially boils down to whether their investors vote in favour of the new mandate or against it.  So what are some of the most important changes made to the fund? Continue reading

The Best Performing Funds of 2014

financial-investingThere are numerous investment funds out there and sometimes it becomes a little difficult to determine which is the best suited for you.

It is important to note that all funds have different risks and returns associated with them. The general rule is the higher the potential return, the higher the risk of loss. Although some funds are less risky than others, all funds have some level of risk – this is a true for all investments.

Here is a look at some of the top performing South African funds of 2014. Continue reading