Posts

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FC’S WEALTH AND INVESTMENT APPROACH

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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LIVING ANNUITY VS LIFE ANNUITY

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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CIRCUMSTANCES THAT NECESSITATES A REVIEW OF YOUR FINANCIAL PLAN

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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CHANGES TO THE RETIREMENT FUND LUMP SUM TAX TABLES

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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HOW TO MAXIMISE TAX BENEFITS BEFORE THE END OF THE TAX YEAR

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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FUND FOCUS: ALLAN GRAY BOND FUND

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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FUND FOCUS: ALLAN GRAY BALANCED FUND

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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BUSINESS CONTINUITY – THE BUY AND SELL ARRANGEMENT

Business owners have the need to ensure that there will be continuation of the business upon the death or disability of a co-owner. They further want security in knowing that the disposal of their business interests will be dealt with in an orderly manner.
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FUND FOCUS SERIES 1: NINETY ONE GLOBAL FRANCHISE FEEDER FUND

Over the next few months, I will choose a fund a month and give you some insight into it. These will all be funds that we, at FC Wealth and Investments, use in our portfolios on a daily basis. We start with the Ninety One Global Franchise Feeder Fund.
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WEALTH FOR THE NEXT GENERATION

Every parent wants the very best for their children, which often starts with ensuring that they receive the best possible education. Education, however, has become increasingly expensive over the years. Stats SA reports a year-on-year rise in tuition fees of between 4.7-7.6% for 2020.