STRIKING A NEW BALANCE WITH INCREASED OFFSHORE ALLOWANCE
Where I Am? | Viewer ==> STRIKING A NEW BALANCE WITH INCREASED OFFSHORE ALLOWANCE

        STRIKING A NEW BALANCE WITH INCREASED OFFSHORE ALLOWANCE

  Prescient Asset Management   Q3 of 2023 | 2 years ago

Pensioners within the South African environment have long since been subject to various limitations on asset class exposures, both in South Africa and into offshore asset classes. For a balanced mandate with an objective to provide pension fund investors with as smooth a ride as possible given a level of target return above inflation, the fewer limits on asset classes the better. This allows multi-asset managers to take more offshore exposure into a much broader investment universe and avoid some of the concentration risks, particularly within listed equities in South Africa – after all and to quote the age-old adage; diversification is the only free lunch in asset management.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

More Activities & News
1st Fusion Transfer its Unit Trusts to Stonewood

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Systematic Investing: The Future of Investing

The Case for Riding Your Winners

GOLDILOCKS ECONOMY REVIVAL: A DATA-DRIVEN PERSPECTIV

Do you want to take advantage of the highest First World interest rates in decades?

OPTIMISING AFTER-TAX SAVINGS

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.