JMCA News Category

This survey provides a comprehensive view of the performance of Balanced Funds in the South African and Namibian Market up to 1st March 2012. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. [...]

This survey provides a comprehensive view of the performance of Balanced Funds in the South African and Namibian Market up to 1st February 2012. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. [...]

This survey provides a comprehensive view of the performance of Balanced Funds in the South African and Namibian Market up to 1st January 2012. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. [...]

This survey provides a comprehensive view of the performance of Fully Vesting Funds in the South African Market up to 31st December 2011. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. It should however be noted [...]

This survey provides a comprehensive view of the performance of Balanced Funds in the South African and Namibian Market up to 1st November 2011. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. [...]

On 20th October 2011, the Johannesburg Stock Exchange, (JSE) hosted a conference for the benefit of trustees and principal officers of pension funds. JMCA’s investment department was involved with the organisation of this event and many of our trustees were able to attend the session, which was a great success. The conference offered insight and [...]

The recent years have seen much activity in the administration arena as trustees have become increasingly disappointed with their administrators. Many funds are changing providers, but not all such changes have been successful, leading some boards to wonder: is it better to stick with the devil you know? In our view, a regular market survey [...]

Following our newsletters of December 2010 and August 2011, a new Bill has been published and brings much needed clarity in the tax treatment of premiums of unapproved Group Life Assurance (GLA) Schemes and Permanent Health Insurance (PHI) Schemes (also referred to as Disability Income Schemes). The good news is that there is no need [...]

This survey provides a comprehensive view of the performance of Fully Vesting Funds in the South African Market up to 30th September 2011. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. It should however be noted [...]

This survey provides a comprehensive view of the performance of Balanced Funds in the South African and Namibian Market up to 1st October 2011. The survey is compiled from data obtained directly from the asset managers, and is a useful comparative tool in gauging how your investment portfolio compares to the rest of the market. [...]