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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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Welcome to Taking Stock

Why good financial advice can help investors make better choices

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It’s not too late, but we need to act now

Jeremy Gardiner discusses the importance of SA getting its house in order over the next few months

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Destroying value by chasing performance

Why chasing past performance may leave investors worse off

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The importance of maintaining a balance of exposures

Asset class performance over the short term is unpredictable – we look at some asset allocation solutions

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Investing in companies that redefine the world

Why Johnson & Johnson, Microsoft, Visa and Priceline are top holdings in the Investec Global Franchise Fund

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Barloworld – seeing the green shoots of recovery

Why do we like Barloworld when the market remains fairly sceptical about the company’s prospects?

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Drawdown or drawback?

We explore the importance of fund choice and drawdown levels for living annuities

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TFSAs – how to maximise the value of the tax benefit?

When can investors expect to reap the tax benefits of TFSAs and how important is fund choice?

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