Satrix Semi-Annual Snapshot

We recently hosted the Satrix Semi-Annual Snapshot 2025 with Kingsley Williams, Chief Investment Officer, Nico Katzke, Head of Portfolio Solutions, and Ruan Uys, Head of Retail Distribution at Satrix*.

During the session, they discussed key insights into investment strategies, South African funds, and how investors and advisers can effectively use indexation to achieve their desired investment outcomes.

Key Topics Discussed:

• The Changing South African Investment Landscape
• Declining Levels of Active Risk-Taking in South African Funds
• Offshore Investment Considerations
• Investment Trends in South Africa
• Balanced Fund SAA Review Conclusions

Watch insights here.

If you want to quality for CPD points watch the full webinar here.

* Satrix is a division of Sanlam Investment Management

Disclosure

Satrix Investments (Pty) Ltd is an approved FSP in terms of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision. Satrix Managers is a registered Manager in terms of the Collective Investment Schemes Control Act, 2002.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaim all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.