Aven
Smartie Box September 2024
The Smartie Box displays the returns of different types of investments over various time periods. It's crucial to have a balanced...
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Aven
Jun 121 min read
Smartie Box June 2024
The Smartie Box shows returns of different asset classes over varying periods of time. The importance as to why having a balanced...
Aven
Jan 302 min read
Local Funds (fact sheets)
We are delighted to share the news with our clients, that the December month has been a good month, for the local Aven Funds, across all...
Aven
Jan 301 min read
Offshore Funds (fact sheets)
The global funds have shown strong returns over the month of December, and returns over the one year period to end December 2023 have...
Aven
Dec 7, 20231 min read
Smartie Box December 2023
The Smartie Box shows returns of different asset classes over varying periods of time. Interesting comparing the long term average...
Aven
Oct 27, 20231 min read
Local Funds (fact sheets)
The local funds all gave up some of the gains that were made in the preceeding months but the one year returns are excellent across all...
Aven
Oct 6, 20231 min read
Two-Pot System For Retirement
The talks around the new two-pot retirement system has been heating up as South Africa gears up to introduce the new regime to assist...
Aven
Sep 26, 20231 min read
Offshore Funds (fact sheets)
The latest fact sheets for our offshore funds are available online. A difficult month for the funds reflection in the benchmark drop. The...
Aven
Jul 20, 20231 min read
Local Funds (fact sheets)
The latest local investment fund fact sheets for the Aven funds have been uploaded. The year has continued with an upward trend and...
Aven
Jul 20, 20231 min read
Offshore Funds (fact sheets)
The latest fact sheets for our offshore funds are available online. A month that will see any investor smile wide. The past headwinds...
Aven
Jul 7, 20231 min read
Where to save
This article is quite good at comparing different saving options. Contact us for any additional information so we can assist in getting...
Aven
Jul 6, 20231 min read
Smartie Box July 2023
The Smartie Box shows returns of different asset classes over varying periods of time. Year To Date at this point has reverted mostly...
Aven
Mar 20, 20231 min read
Local Funds (fact sheets)
The latest local investment fund fact sheets for the Aven funds have been uploaded. The year has continued the recovery over the last few...
Aven
Mar 20, 20231 min read
Offshore Funds (fact sheets)
The latest fact sheets for our offshore funds are available online. Offshore funds are still struggling somewhat with inflationary and...
Aven
Mar 20, 20231 min read
Grey listing - a word to worry about?
Jurisdictions on the ‘grey list’ are in fact countries under increased monitoring and who have committed to actively work with the...
Aven
Mar 9, 20231 min read
Smartie Box February 2023
The Smartie Box shows returns of different asset classes over varying periods of time. One can clearly see why having a balanced...
Aven
Feb 17, 20231 min read
Smartie Box January 2023
Returns show the performance of the general asset class for each item. Quite interesting to note how different the 2023 YTD is compared...
Aven
Jan 6, 20231 min read
Smartie Box 2022
Returns show the performance of the general asset class for each item. The history of each item is also available to show the yearly and...
Aven
Jan 3, 20231 min read
Offshore Funds (fact sheets)
The latest fact sheets for our offshore funds are available online. A good recovery month for offshore funds, the second positive return...
Aven
Nov 23, 20221 min read
Act Now to Reduce your Tax by Adding to your Retirement Savings
YOU STILL HAVE TIME TO REDUCE YOUR ANNUAL TAX BY INCREASING YOUR SAVINGS! SARS will refund (or subsidise) up to 45% of your savings...
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