By comparing the risks and returns of multi-asset income funds and the money market, PSG Wealth’s Schalk Louw explains why there is a place for multi-asset income funds in a balanced investment portfolio.
A Fin24 user with R250 000 to invest wants to know the difference between a money market account and unit trusts.
A well-diversified portfolio, which covers all major asset classes, remains the best way to manage risk and return.
Don’t bank on this, but historical data shows that declining interest rate phases are particularly favourable environments for equity investments.
Fitch Ratings says South African money market funds are highly unlikely to achieve a 'AAA' National Fund Credit Rating.
If used correctly with a plan in mind.
Money market funds are about managing income.
The best returns per sector.
Lets hope it’s for the right reasons.
We experienced a very rare event this month: the fact that the money market outperformed the JSE over a rolling five-year period, writes Schalk Louw. He takes a closer look at the stats to determine what this means.
This fund aims to provide investors with income and capital growth while maintaining a low risk profile and preserving capital.
In the investment process, it is important to eliminate small mistakes in the very beginning so as not to lose money unnecessarily.
Start saving for lobola early to allow enough time to earn returns on your investment. Here are four possible short-term investment tools you can use.
New figures show South Africans are still shunning shares and piling into money market unit trusts - but playing it safe may be a dangerous game.
Money market fund managers need to pre-empt interest rate movements.
But often invested in for the wrong reasons.
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