Market update

The dynamics of the investment environment is staggering. We experience bad things daily. Irrespective that or the volatility of the markets do we good returns on our investments. The knowledgeable portfolio managers do their thing to let us reap the benefits.

In the Sanlam Glacier platform the ”balanced” fund, Moderate Aggressive is proof of that. Please look at the fund fact sheet I included.
It feels like the portfolio managers can see though the “noise” to cherry pick the best opportunities.

Liberty has decided to close the Excelsior Bond fund and transfer the funds in there to another portfolio. I am in the process of discussing this with those affected by this. It takes time though.

Our investment returns climb gradually. Enjoy this good news midst the uncertainty elsewhere.