The latest fact sheets for our offshore funds are available online. Offshore funds are still struggling somewhat with inflationary and...

Jurisdictions on the ‘grey list’ are in fact countries under increased monitoring and who have committed to actively work with the...

The Smartie Box shows returns of different asset classes over varying periods of time. One can clearly see why having a balanced...

Returns show the performance of the general asset class for each item. Quite interesting to note how different the 2023 YTD is compared...

Returns show the performance of the general asset class for each item. The history of each item is also available to show the yearly and...

The latest fact sheets for our offshore funds are available online. A good recovery month for offshore funds, the second positive return...

YOU STILL HAVE TIME TO REDUCE YOUR ANNUAL TAX BY INCREASING YOUR SAVINGS! SARS will refund (or subsidise) up to 45% of your savings...

The latest local investment fund fact sheets for the Aven funds have been uploaded. The difficult period for investments and markets...

The latest fact sheets for our offshore funds are available online. As the rough year for offshore passive funds continue it is important...

The reviews for the first quarter of the local and offshore funds are now available. Those who are interested in reading how the funds...

The latest local investment fund fact sheets for the Aven funds have been uploaded. Despite it being a challenging period for investments...

The latest fact sheets for our offshore funds are available online. As a rough year for the offshore passive funds continue it is...

March's review is out and markets have had mixed reactions to the latest developments and news. This review covers the latest market...

Returns show the performance of the general asset class for each item. The history of each item is also available to show the yearly and...

The latest local investment fund fact sheets for the Aven funds have been uploaded. Returns for all local funds in the 2021 calendar year...

Find the review of January below. This review covers the volatile 1st month of 2022 with focus on global inflation, growth rates and...

The below table supplied by Liberty Life is a great illustration of the advantages of a balanced portfolio and shows the performance of...

Find the review for August below. This review covers economic news related to the vaccine rollouts & effectiveness, the Taliban takeover...

Want to compare your 2021 with the investment worlds year thus far. This monthly review highlights some of the impacts and role players...

November Economic Review