Custodian Investment Managers

17/07/2024

The Custodian BCI Income Plus fund returned +2.17% in June bringing the year-to-date returns to +5.51% compared to the FTSE/JSE All Share [+5.75%], the FTSE/JSE All Bond [+5.55%].

The fund's present gross income yield of 10.84% continues to present an enticing opportunity for investors in search of attractive yield on their investment.

25/11/2022

So another interest rate increase of 0.75% was announced yesterday, this should result in the Prime Overdraft Rate being adjusted upwarts by 0.75% by the banks as well.

What impact will this have on your monthly Home Bond Payments? DFM|Global, Managed Share & ETF Portfolio Specialists have done some calculations, looking back only 12 months ago, to assist you.

Have a good weekend everyone!

22/11/2022

CUSTODIAN BCI INCOME PLUS - October 2022 Feedback

We’ve Brought in a Top Bond Specialist

In line with our philosophy of striving to provide the best possible service and returns to our clients, we are proud to announce that we will be adding a new manager to the team managing the Custodian BCI Income Plus Fund. Philip Bradford of PortfolioMetrix has a great track record that includes Raging Bull awards for best overall SA interest bearing fund in 2018, as well as awards for the best SA Multi Asset Income fund from 2018 to 2020.

At Custodian our multi-manager approach is unique with a team of managers selected to manage specific segments of the fund based on their proven skills in an area. When it comes to bond selection and duration management, Philip and his team are very highly regarded and we are privileged to announce that this high calibre team has joined the Custodian BCI Income Plus Fund as co-managers. We look forward to working together with Philip and his team and we expect that this addition to our team should enhance the performance and returns of the fund significantly.

Click link for more:

08/06/2021

This week in our EASY INVESTING Newsletter
MEME STONKS EDITION;

In this week's edition we look at all the popular , , , and other themes out there. We dive into meme investing, what is it and why it's important to be aware of it. Plus a look at ETFs that that follow these trends.

If that is not for you, then you may want to know where "superinvestors" (the smart money) are investing and we have a website that summarises just that.

There is a lot more in today's edition of Easy Investing including the massive US inflation forecast, the shocking SA unemployment, the strong SA Rand and Copper's part in Renewables...so be sure to read it.

We close off with our weekly review of the popular Strictly Business Podcast, hosted by Lindsay Williams. This past week we spoke with Magnus Heystek (Mags / Brenthurst Wealth Management), Joanne Baynham, Philip Saunders and Garth Mackenzie in addition to our usual segments featuring Schalk Louw, Nick Kunze and Wayne McCurrie. We finished it off with a weekly wrap up that featured Bronwyn Nielsen, Delphine Govender, George Glynos and David Shapiro on the panel. Thank you for listening.

If you found our mailer useful and interesting, please share with your friends and remember to SUBSCRIBE, it's advert FREE and always relevant.

We dive into meme investing, what is it and why it's important to be aware of it. Plus a look at ETFs that follow these trends. If that is not for you, then you may want to know where "superinvestors" are investing and we have a website that summarises just that. There is a lot more in today's editi...

24/05/2021

This week in our EASY INVESTING Newsletter
ALL IN THE TAIL EDITION;

In this week's edition we discuss 's case as a "Store of Value" as it remains hurdled by the large daily price swings or better seen as tail risk. We compare the to Gold and even look at a possible case as a currency. This is a "must read" for all the out there...

Also in the newsletter we look at SA interest rates, the Credit Rating Agencies and our monthly analysis of the SA Large Manager Asset Allocation changes plus lots more!

We close off with our weekly review of the popular Strictly Business Podcast, hosted by Lindsay Williams. This past week we spoke with Johan Burger (Brenthurst Wealth Management), Joanne Baynham and Nazmeera Moola in addition to our usual segments featuring Schalk Louw, Nick Kunze, Wayne Mc Currie and David Shapiro. Thank you for listening.

If you found our mailer useful and interesting, please share with your friends and remember to SUBSCRIBE, it's advert FREE and always relevant.

Bitcoin's case for a store of value remains hurdled by large daily swings in price or tail risk. We compare it to gold and look at a possible currency case for the cryptocurrency. Also in the newsletter we look at SA interest rates, credit rating agencies and large manager asset allocations. And is....

12/04/2021

This week in our EASY INVESTING Newsletter
In the INFLATION ARRIVES EDITION;

US producer prices are signalling rising inflation in the coming months. We look at rising commodity prices fueling this and the dollar's larger impact on inflation due to a record trade deficit.

We also look at the incredible recovery in SA equities that has placed it at number 1 in the world over 12 months (in USD).

We close off with our weekly review of the popular Strictly Business Podcast, hosted by Lindsay Williams. This past week we spoke with Arin Kyle Ruttenberg (Brenthurst Wealth Management), Joanne Baynham and John Stopford in addition to our usual segments featuring Mr "Louw"cal himself, Schalk Louw (PSG Old Oak), Nick Kunze and Wayne McCurrie. We closed off the week with a weekly wrap featuring Bronwyn Nielsen, David Shapiro and Lindsay Williams on the panel. Thank you for listening.

If you found our mailer useful and interesting, please share with your friends and remember to SUBSCRIBE, it's advert FREE and always relevant.

US producer prices are signalling rising inflation in the coming months. We look at rising commodity prices fuelling this and the dollar's larger impact on inflation due to a record trade deficit. We also look at the incredible recovery in SA equities that has placed it at number 1 in the world over...

06/04/2021

This week in our EASY INVESTING Newsletter
In the RUNAWAY TRAIN EDITION;

Global equities rallied to all time highs with the S&P 500 Index topping 4000 for the first time. Negative events from the past week were easily brushed off by the market, which now looks like it can run on its own momentum, but for how long? We look at some of the charts forecasting doom and gloom.

We also look at SA unit trust performance since the "Covid Crash" to see which sectors & strategies out performed.

We close off with our weekly review of the popular Strictly Business Podcast, hosted by Lindsay Williams. This past week he spoke with Stefan Janse van Vuuren (Brenthurst Wealth Management), Philip Saunders and Chris Freund in addition to our usual segments featuring Schalk Louw CSb (SA) (PSG Wealth Old Oak ), Nick Kunze, Wayne Mc Currie and David Shapiro. Thanks for listening.

If you found our mailer useful and interesting, please share with your friends and remember to SUBSCRIBE, it's advert FREE and always relevant.

Global equities rallied to all time highs with the S&P 500 Index topping 4000 for the first time. Negative events from the past week were easily brushed off my the market, which now looks like it can run on its own momentum, but for how long? We look at some of the charts forecasting doom and gloom....

26/03/2021

Some Friday humor by Daily Maverick and Madam & Eve.

Thanx for helping us enjoy the lighter side of the week & the ongoing (potential)

Madam & Eve: Power Games...

(Source: Daily Maverick; by: Stephen Francis & Rico)

Have a great weekend everyone!