Peering through the smoke
Where I Am? | Viewer ==> Peering through the smoke

Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q2 of 2024 | 2 years ago

Of the companies we research, the tobacco industry has some of the best structural fundamentals. Tobacco consumption is relatively price-inelastic, which means that price increases can make up for falls in sales volumes. Taxes make up a large portion of sale prices. This creates price leverage, causing consumer prices to rise by less than net revenues received by the business when excise rates do not change. In addition, specific taxes in some countries and efficient distribution make it difficult for new entrants to compete on price, especially since marketing is not allowed in most countries.


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Did You Know ?

DYN

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

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