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| Where I Am? | Viewer ==> Strategic vs Tactical Asset Allocation | |||||||||||||
Portfoliometrix |
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| Portfoliometrix | Q1 of 2024 | 3 years ago |
When it comes to asset allocation, it is important to focus on the long-term plan which can stand the test of time.
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In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses. |
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| Disclaimer |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |