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Losing track of investments

A Fin24 user has lost track of his investments. He writes:

For the past eight years I've invested a substantial amount every month in unit trusts and exchange-traded funds.

It all went very well, but the last two years I've been working in Africa and due to work pressure lost touch with what's actually happening.

I think I need some professional help to manage my investments from here on.

Kavita Patel, a portfolio manager at Sasfin Securities, responds:

Managing investments is a full-time job. When one invests in an index it generally provides an investor exposure to certain areas of the market.
 
For example:
 
RESI: Resource board
INDI: Industrial companies
FINI: Financial players
Satrix40: Blue chip businesses
 
Our investment philosophy is to actively invest in companies which we believe will outperform.
 
For a client, we would create a bespoke investment portfolio, crafting a basket in line with their capital growth and income requirements.
 
We adopt a high conviction approach, keeping our investment portfolios to no more than 15 stocks.

Currently our investment universe includes local and offshore quality, blue chip equities backed by a solid balance sheet and management and businesses actively expanding into new markets.

- Fin24

Do you have a pressing financial question? Post it on our Money Clinic section and we will get an expert to answer your query.

Disclaimer: Fin24 cannot be held liable for any investment decisions made based on the advice given by independent financial service providers.

Under the ECT Act and to the fullest extent possible under the applicable law, Fin24 disclaims all responsibility or liability for any damages whatsoever resulting from the use of this site in any manner.

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