Peering through the smoke
Where I Am? | Viewer ==> Peering through the smoke

Allan Gray Unit Trust Management

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

Of the companies we research, the tobacco industry has some of the best structural fundamentals. Tobacco consumption is relatively price-inelastic, which means that price increases can make up for falls in sales volumes. Taxes make up a large portion of sale prices. This creates price leverage, causing consumer prices to rise by less than net revenues received by the business when excise rates do not change. In addition, specific taxes in some countries and efficient distribution make it difficult for new entrants to compete on price, especially since marketing is not allowed in most countries.


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 ?

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

DYN

More Activities & News
Aluwani Snatch Afena

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
Save now for your child’s education to avoid future pain

Opportunities in a new era

How to invest to be crisis ready

TIME TO RETHINK YOUR INVESTMENT STRATEGY

Unpacking the changes to the retirement fund lump sum tax tables

Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.