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 | 3 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 ?

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

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

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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.