Islamic Finance the key to redistributing of wealth
March 2025 has brought upon us the auspicious month of Ramadan 1446, where Muslims strive not only for spiritual development, but also for an opportunity to reflect on the importance of giving and managing one’s finances in a socially responsible manner. With zakāh (giving of charity) being the third pillar of Islam, it is incumbent […]
Reminder: Top-up your Retirement Annuity and Tax-Free Savings Accounts before 28 February 2025
The tax year end is approaching, and time is running out for you to top-up your retirement fund and tax-free savings accounts. This serves as a reminder for you to top-up before 28 February 2025 to take full advantage of the tax incentives provided by the government. You may be thinking, why should I be […]
2024: A Year of Growth and Innovation at 27four – Thank You for Your Unwavering Support
Reminder To Utilise Annual Offshore Allowances
A reminder to investors looking to diversify their portfolios by maximising their offshore allowances afforded by the South African Reserve Bank (SARB): These allowances will expire at the end of each calendar year on 31 December. Under the Exchange Control Regulations, the SARB provides South African resident individuals with a R1 million Single Discretionary Allowance […]
Agrarius Sukuk: Attractive Coupon Payments and Transparent, Sustainable Agricultural Investments
In the last update, we unpacked how Agrarius is transforming the global agricultural sector and providing sustainable investment opportunities for investors. We also explored the achievements of the inaugural note program in 2022 up until the end of last year, with the returns of the instrument being highly competitive since inception, benchmarked against various asset-classes. […]
The Two-Pot Retirement System to be implemented
On the 01st of September 2024, the Two-Pot retirement system will be implemented as President Cyril Ramaphosa has signed the Pension Fund Amendment Bill into law during July, which enables the implementation of the long-awaited retirement reform. Last year there was proposed changes in the Draft Revenue Laws Amendment Bill which aimed to address two […]
27four lists second AMETF that uses machine learning, style momentum [CityWire]
The new fund dynamically adjusts its exposure to different investment styles, such as value, growth, momentum, and quality, to enhance returns and reduce downside risk. Source: CityWire South Africa | By: Justin Brown 27four last week listed its second Actively Managed Exchange Traded Fund (AMETF) on the Johannesburg Stock Exchange (JSE). 27four listed its first […]
Micro-Investing: Is this new trend sustainable for Millennials and Generations Zs?
There has been a trend in recent years with more and more Millennials and Generation Z individuals (current ages roughly between 18 – 43), utilising a concept of micro-investing to either get started in the world of investing or consider themselves DIY investors and want to actively manage their own investments. Before we get into […]
Exchange Traded Funds (ETFs) – what opportunities do they provide
The rise of ETFs The Exchange Traded Funds (ETF) industry in South Africa has gained popularity in recent years, with the total market capitalisation of the entire South African ETF industry, increasing from R165.4 billion at the end of 2023to R178.2 billion at the end of the Q1 of 2024, representing a rise of 7.7% […]