Navigating the Pitfalls of Benchmarks: How to Manage Risk in Clients’ Portfolios
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Stanlib Collective Investments

  Stanlib Collective Investments   Q1 of 2024 | 2 years ago

A diversified multi-asset portfolio is an effective way to manage investment and market risks. Funds use a portfolio benchmark to establish expectations and provide a ‘neutral’ position for taking investment risk. However, this decision is not entirely without risk, as we will explore below.


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 ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

DYN

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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.