Best Balanced Funds for Retirees: Why the Highest Return Is the Wrong Target
There’s no single best balanced fund for retirees. Looking at returns relative to risk across
the High and Medium Equity categories (data to 31 May 2026), this piece shows which funds did
the most with the least — and why fund selection is only one part of a retirement portfolio.
Best Asset Management Firms in South Africa: The 2026 Rankings
We screened 1,400+ retail funds across 14 ASISA categories to end May 2026 to rank South Africa’s best asset managers for 2026. Allan Gray and PSG lead – and some familiar names no longer make the cut.
Everything Was There: No One Had Written It Down
Margaret inherited responsibility for a R75 million estate after her husband’s death — and discovered most of the detail had lived in his head. Here’s how we mapped the estate, resolved a dangerous drawdown rate, updated an outdated offshore trust, and brought the family into the picture.
When the Business Sells, the Real Work Begins
Ruan exited his professional services partnership at 47 with R17 million in cash, a neglected RA, and no plan. Eight months later, the money was still sitting in a money market account. Here’s how we structured the deployment — and what it took to build a credible path to independence by 55.
Investing in the Future: Technology Mega-Trends and How to Think About Thematic Allocations
The technology trends shaping the next decade are already visible. This piece maps what
actually happened from 2020 to 2025, where structural change is heading, and how thematic
allocations fit into a properly constructed portfolio — without the hype.
South Africa’s Best Retail Hedge Funds in 2026: Ranked by Strategy, Not Just Return
South African hedge funds are regulated, accessible, and split across very different mandate types. This guide explains how they work, which managers matter, and how to think about the best retail funds in 2026 — split by strategy and risk profile.
Can I Retire with R5 million in South Africa? How much is enough in 2026?
What does R5 million actually generate as retirement income — and what do higher capital levels
deliver? This guide uses current annuity rates and realistic drawdown assumptions to show gross
and net income figures across different scenarios, with updated June 2026 rates throughout.
SOUTH AFRICAN TRUST AND OFFSHORE DISTRIBUTIONS: WHAT IS NOW POSSIBLE?
SA resident trusts cannot invest offshore directly, but can distribute to a named foreign trust
with SARS and SARB approval. This guide explains the conditions, the March 2024 tax changes,
the approval process, and when the alternatives are worth modelling first.
Family Trusts: Protecting Wealth Beyond a Single Lifetime
A family trust is one of South Africa’s most effective estate planning and asset protection
tools — when it is structured correctly and governed properly. This guide covers how they
work, what they cost, trustee obligations, and the offshore distribution opportunity.
Offshore Investing for South Africans: The Complete 2026 Guide
Offshore investing for South Africans explained — allowances, investment structures, index
concentration risk, foreign situs tax, and how to approach it as part of a financial plan.
Updated for 2026.
Best Performing Unit Trusts: SA Equities: Top Funds & Market Insights
Reviewing the Best Performing SA Equity Unit Trust Funds as at April 2026. Which funds are delivering standout performance in today’s shifting market? We look at the top-performing SA equity funds over 3, 5, and 10 years — highlighting the managers consistently outperforming their peers and what’s driving their returns.
The Best-Performing Global Equity Funds: Unlocking Offshore Investment Success
Updated to April 2026: the top global equity unit trust funds ranked over 3, 5 and 10 years — plus the Sygnia FANG.AI context, the Ranmore story, and what the data says about active vs passive.