The magnificent middle - TopFunds
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        The magnificent middle

  Allan Gray Unit Trust Management   Q2 of 2024 | 2 months ago

A mere seven stocks have accounted for nearly all of the gains in global equity markets this year. Strip out the so-called “magnificent seven”—Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla—and the rest of the US stockmarket has been slightly negative. Times like these can be frustrating for those underweight the big winners, and it is all the more painful when those winners seem “obvious”—sitting right there in plain sight.


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5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

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Anchor Credo Update

Apex Group Acquires BCI and BIP

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Buffett and Munger's Investment Wisdom

Diversification protects capital and returns in an uncertain environment

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The magnificent middle

Did You Know ?
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

©2012-2024 NGCSOFT

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        The magnificent middle

  Allan Gray Unit Trust Management   Q2 of 2024 | 2 months ago

A mere seven stocks have accounted for nearly all of the gains in global equity markets this year. Strip out the so-called “magnificent seven”—Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla—and the rest of the US stockmarket has been slightly negative. Times like these can be frustrating for those underweight the big winners, and it is all the more painful when those winners seem “obvious”—sitting right there in plain sight.


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
Finding income, growth and protection of capital during unusual times

Global infrastructure investments to benefit from AI and the energy transition

Multi-asset funds remain a popular choice with investors

The power of 1%

South African can create and have complete control of their own two-pot system

Foord Coronation Momentum Stanlib Nedgroup
©2012-2024 NGCSOFT