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As a central knowledge portal to the retirement and related industries, EBnet publishes a range of daily articles submitted by a range of industry organisations, experts and contributors. Readers can also comment on and contribute to articles.

The Nedgroup Investments Global Flexible Fund has been awarded a Gold rating by Morningstar Analyst Ratings. This prestigious, internationally recognised independent award is based on the analyst's forward-looking conviction in the fund's ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.

Morningstar's manager-research analysts assign these ratings based on their evaluation of five pillars; people, process, performance, parent and price. A Gold rating is the highest possible rating and reflects Morningstar analysts’ high regard for the fu...

Medical advancements mean that we can hope to live much longer lives, but this raises the key question: how do you save enough money to ensure that your retirement funds don’t dry up too soon – especially if you’re a late starter?

The answer, says BayHill Capital Wealth Advisor Mbulelo Musa, is to make sure that you start saving as soon as possible, and to think carefully about the way in which you save and invest.

“Longevity risk, or the possibility that you could outlive your savings, is one the greatest financial threats that you will face,” he warns. “And with life expectancy on the rise in...

A broad review of recent market commentary shows that many local asset managers believe the rand is overvalued and have positioned their portfolios accordingly. However, not all fund managers consider this a foregone conclusion.

“We do not make currency forecasts and don’t build our portfolios on a directional rand view. As such, we do not believe investors should rule out the possibility that the rand could be stronger than anticipated for a sustained period,” says Lyle Sankar, fund manager of the PSG Money Market Fund.

“Current rand strength is partly attributed to ‘Ramaphoria’,” he continues....

The Ashburton Africa Equities Opportunities Fund gives you access to the continent of growth and opportunity.

More about the fund

This fund identifies and invests in undervalued listed African equities (ex South Africa) across various sectors to achieve long-term capital growth.

At least 80% of the fund will be invested in companies listed on African stock exchanges, with a mandate that allows for up to 10% of the portfolio to be invested in selected opportunities.

Why select this fund?

High growth forecasts

The IMF estimates combined African (ex South Africa) GDP growth of 4.01% for 2018 compared t...

The local Collective Investment Schemes (CIS) industry reported a 3.2% drop in assets under management for the first quarter of this year as a result of difficult market conditions and subdued net inflows on the back of bruised investor sentiment.

According to the CIS industry statistics for the quarter and year ended March 2018, released today by the Association for Savings and Investment South Africa (ASISA), asset under management dropped to R2.18 trillion over the first quarter of this year from R2.25 trillion at the end of December 2017.

Sunette Mulder, senior policy adviser at ASISA, says...

Considering the regulatory wave, will intermediaries find it easy to thrive in the uncertainty of technology and Artificial intelligence (AI) and adapt to a new way of doing business? It is after all, a world of complete opposites - man versus machine.

FAnews spoke to a few industry professionals about their views on this and whether they believe artificial intelligence will be the death of the intermediary or the complete opposite. 

Let’s face the music

“AI will not be the downfall of intermediaries. The human touch will still be necessary in the customer relationship. In the future, machin...

Casting off the security of a nine-to-five job to kick-start your own business can be both enormously challenging and rewarding, especially for aspiring female entrepreneurs making their way in traditionally male-dominated fields. It’s therefore encouraging to see more and more women taking the leap and pursuing their ambitions than ever before, says Citadel Advisory Partner Anelisa Mti.

Pointing to the 2016/17 Global Entrepreneurship Monitor (GEM) report, she notes for example that for every ten male entrepreneurs in South Africa, there were an estimated seven female entrepreneurs, demonstrati...

Turning 50 is a milestone for many reasons: Children are grown and the big debts, such as saving for tertiary and the bond, make less of a dent. Financial planning in this decade is tricky, however, and hugely important. For many, the target retirement age is now in sight. As you get older, time seems to move faster as well. You really understand how quickly 15 years can get by you and the importance of avoiding bad money choices as retirement nears.

I have spoken extensively about the importance of retirement planning in my previous articles, so I won’t do so in this one. If by now, havin...

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