Many South African unit trust funds have the maximum exposure to international markets, so you may be feeling a little rattled by the debt crisis in Greece and the plunge in China’s stock markets. In our quarterly focus on unit trust performance, Personal Finance cuts through the “noise” and reports on how asset managers say you, as a long-term investor, should put current events into perspective.
Also in our weekend print edition:
* Tax-free savings accounts that offer inflation-beating returns and exposure to growth assets.
* Why active unit trust funds are under-performing.
* Latest ranking of unit trust management companies.
* How reviewing your insurance policy can save you money.
* Paying members of beneficiary funds a lump sum “does not make sense”, say trustees.
Personal Finance is published every Saturday in the Pretoria News Weekend, the Saturday Star, The Independent on Saturday and the Weekend Argus.