3 years ago

Blue Chip Journal Issue 75 - April 2020

  • Text
  • Technology
  • Dfms
  • Funds
  • Retirement
  • Insurance
  • Management
  • Funds
  • Management
  • Investment
  • Planning
  • Investors
  • Planner
  • Markets
  • Global
  • Equity
  • Wealth
  • Hedge
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.Blue Chip carries contributions from FPI, carrying FPI branding, and other leading industry figures, covering all aspects of the financial planning industry. A total of 10 000 copies of the publication are distributed directly to every CERTIFIED FINANCIAL PLANNER® (CFP®) in the country, while the Blue Chip e-newsletter (launch date January 2020) reaches the full FPI membership base. FPI members are able to earn one non-verifiable Continuous Professional Development (CPD) hour per edition of the print journal (four per year) under the category of Professional Reading. Blue Chip is also distributed at key FPI events including the FPI Professionals Convention, the Financial Planner of the Year Awards Dinner and regional FPI Masterclasses. Special advertising packages in Blue Chip are available to FPI Corporate Partners, FPI Recognised Education Providers and FPI Approved Professional Practices.


SATRIX BALANCED INDEX FUND. NOT AS PASSIVE AS YOU THINK. THE ONLY BALANCED FUND WITH A SMARTCORE The local equity exposure (49%) of the fund is represented by what we call the SmartCore. The SmartCore is a proprietary Satrix equity index which combines three factors – momentum, quality and value. For more information visit Satrix Managers (RF) (Pty) Ltd (FSB no. 15658) is an authorised financial services provider and a registered and approved manager in terms of the Collective Investment Schemes Control Act. Maximum fund charges (including VAT): Manager Annual Fee 0.40%. Transaction Costs (TC) 0.13%. Total Expense Ratio (TER) at 31 December 2019, 0.48%.


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