Recently, we published a piece on the 5 worst-performing BIG balanced funds in South Africa, where we defined “BIG” as a fund with over R5 billion in assets. In this piece, we’re extending that focus to review the 20 worst-performing balanced funds, irrespective of fund size
In this piece, we’ll focus on the five worst-performing big balanced funds (AUM of c. R5 billion+) over the last five years, so you can assess whether they remain the right choice for your portfolio.
As financial planners for retirees, we understand how important planning well for your life as a retiree is. Retirement is supposed to be the time to enjoy the fruits of your life spent working hard and saving/investing diligently in order to pursue your passions and enjoy a good life.
Are you a South African government employee gearing up for retirement? Understanding the Government Employees Pension Fund (GEPF) is pivotal for securing your financial future.
The Old Mutual SuperFund offers a premier umbrella fund solution for South Africans, providing unmatched flexibility and a host of benefits to navigate life’s major transitions. Whether approaching retirement or contemplating a job change, understanding your options within the SuperFund can significantly impact your financial planning.
Navigating the plethora of options can be daunting, especially when planning for retirement. In South Africa, preservation funds play a pivotal role if you’re serious about securing your financial future.
The latest on the two pot retirement system. The implications, what it means, as well as how it affects defined benefit funds like the GEPF.
Ready to embrace retirement but held back by fears? Discover how a Retirement Financial Advisor can guide you through Lifestyle Financial Planning to turn your apprehensions into a fulfilling journey.
Some additional thoughts and comments on the two pot retirement system proposed by Treasury. A lot is yet to be decided.
Treasury have published their first draft of the Two Pot System, which they propose will come into effect on 1 March 2023, although by their
