THE SAVER’S ATTITUDE TO RISK SHOULD DETERMINE THEIR INVESTMENT PATH - TopFunds
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        THE SAVER’S ATTITUDE TO RISK SHOULD DETERMINE THEIR INVESTMENT PATH

  Prescient Asset Management   Q3 of 2023 | 12 months ago

For financial advisors, one key aspect of investing a client’s capital is to understand how they view risk. Most investor’s primary objective should be to outperform inflation over the longer term. However, in doing so, some are focused on not underperforming the peer group, while others are more concerned about capital losses over the shorter term. We call this the investment path taken to achieve the investment objectives.


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Did You Know ?
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

©2012-2024 NGCSOFT

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        THE SAVER’S ATTITUDE TO RISK SHOULD DETERMINE THEIR INVESTMENT PATH

  Prescient Asset Management   Q3 of 2023 | 12 months ago

For financial advisors, one key aspect of investing a client’s capital is to understand how they view risk. Most investor’s primary objective should be to outperform inflation over the longer term. However, in doing so, some are focused on not underperforming the peer group, while others are more concerned about capital losses over the shorter term. We call this the investment path taken to achieve the investment objectives.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
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©2012-2024 NGCSOFT