When selling, what about capital gains tax?
Where I Am? | Viewer ==> When selling, what about capital gains tax?

        When selling, what about capital gains tax?

  NinetyOne Asset Management   Q3 of 2024 | 8 months ago

In a recent article1 we made the point that while investors are encouraged to remain invested through the cycle, there are several warning signals that should trigger the re-evaluation of their investment in consultation with their financial advisor. For discretionary investors, even if a warning signal triggers a re-evaluation of their investment, a further consideration is the early payment of CGT when making portfolio changes. Or is it?


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Did You Know ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

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

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

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