Friday, March 30, 2012

Comments on Satrix

I have received plenty of comments regarding Satrix posts. You can have a look at my 10 Jan 2012 post for some of these comments. In short my reply to any questions regarding investing in Satrix at the moment would be:

  • Be selective, I prefer Satrix Divi and Satrix Resi at the moment.
  • If you have a lump sum to invest, phase it in over the next 6 months.
  • I prefer active unit trust fund managers at the moment like Coronation Top 20 or Foord Equity Fund.
  • Always remember the 5 year + time frame for these investments.
In general I prefer increasing my direct offshore exposure at the moment especially if you do not have any. This will serve as an investment diversification strategy, protecting you and your children from any unforeseen changes in South Africa.

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