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| Where I Am? | Viewer ==> Tactical ideas for fixed income in an election year | |||||||||||||
Sanlam Colletive Investments |
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| Sanlam Colletive Investments | Q4 of 2023 | 2 years ago |
2023 turned out to be a good year for most fixed income investors, although it was not all smooth sailing. There were various risk events, such as #LadyRussiagate, the docking of the sanctioned Russian cargo ship at Simon’s Town Naval Base in May, which led to concerns about South Africa’s support of the war in Ukraine. After a difficult three quarters, bonds experienced a strong fourth quarter, which boosted income fund returns to between 9.5% and 12%, depending on risk allocations.
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched. |
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| Disclaimer |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |