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Macro Perspective 35/2021 | Noteworthy performance trends in August

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Portfolio manager, Peter Brooke, shares his weekly perspectives, this week on the August performance numbers of notable funds in the South African context that are positioned for increased equity and company share exposure.

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Chapters

00:00 Examining interesting trends in the August performance numbers
00:13 The large dispersions in the South African context
01:18 The lesson in sticking to your plan, and the continuation of a trend in August
02:30 Old Mutual funds’ performance and decreasing opportunities

2 Sep 2021 English South Africa Business

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