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Wealth Viewpoint | October 2024

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Wealth Viewpoint | August 2024

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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Wealth Viewpoint | July 2024

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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Wealth Viewpoint | May 2024

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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OFFSHORE INVESTMENTS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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SUCCESSION PLANNING FOR YOUR BUSINESSES

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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MAKING THE MOST OF TAX BENEFITS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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RETIREMENT PRODUCTS – AN EMPLOYER’S VIEW

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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SHORT-TERM INSURANCE AND MEDICAL AIDS

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%
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BENEFICIAL OWNERSHIP

We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%