LISTED PROPERTY AND TAX FREE SAVINGS
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Prescient Asset Management

  Prescient Asset Management   Q3 of 2023 | 2 years ago

In South Africa several types of savings vehicles exist to provide individual investors with access to financial markets, subject to that savings wrappers’ specific restrictions. In this article we examine the benefit of including Listed Property in a Tax-Free Savings Account (“TFSA”) over other asset classes given the current market environment.


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Did You Know ?

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

DYN

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

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Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.