A few of our services
Investments
Investments must be chosen with a main goal in mind: safety, income or growth.
Retirement
Retirement planning is the important task of deciding how you will live once you retire.
Insurance
Let us assist you with Life Insurance, Disability Insurance, Dread Disease Cover & more.
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Some of our providers
Who we are
Bekker Investments has grown from strength to strength since opening in 1984. The Brokerage has established a reputation for professional service and the best possible solution to meet your financial needs. Bekker Investments are Authorised Financial Service Providers FSB No: 42759.
- Estate Planning
- Retirement Planning
- Trusts & Wills
- Personal Risk Planning
WANT TO KNOW MORE ABOUT OUR COMPANY? CURIOUS WHAT ELSE WE DO?
About us
Bekker Investments has grown from strength to strength since opening in 1984. The Brokerage has established a reputation for professional service and the best possible solution to meet your financial needs.
Paul Bekker’s career as a Financial Advisor began in September 1981, when he joined a Private Brokerage as a partner after gaining experience in the financial sector with a well-known Service Provider.
Tips
Newsletter – April 2022 – Issue 120
The markets remain bumpy as countries all over the world are raising […]
Newsletter – March 2022 – Issue 119
The markets are less grumpy in March and the offshore funds/ shares […]
Newsletter – February 2022 – Issue 118
The markets are still very grumpy because of the Mexican standoff between […]
Newsletter – January 2022 – Issue 117
I trust everybody is back from holiday safe and sound. December was […]
Newsletter – November 2021 – Issue 117
Well, its that time of the year again. I wore my baggies, […]
Newsletter – October 2021 – Issue 116
Markets overseas and local are chugging along nicely and it seems that […]
Newsletter – September 2021 – Issue 115
Markets are grumpy. Local markets are down 10% as well as offshore. […]
Newsletter – August 2021 – Issue 114
Offshore markets continue to climb locally. It’s been up and down. Rand […]
Newsletter – July 2021 – Issue 113
Markets are behaving well and peace (for now) seems to have returned […]
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So you think you’re better off in a money market fund?
Over the last five years the poor performance of the local stock market has led many investors to consider moving away from equity unit trusts. Many have preferred the perceived security of money market funds, where returns have been higher.
Between 1 July 2014 and 30 June 2019, the money market delivered around 7% per year. According to figures from Morningstar, only four out of the 96 local equity funds with track records that long performed better than that. The average equity fund returned only 3.5% per year over this period.
At face value, it therefore would seem that the money market has obviously been the better place to be invested. Every money market fund in the country outperformed the average equity fund.
Things are not always what they seem
However, investors should be cautious about making simple comparisons when looking at returns from different asset classes. That is because the form of this growth is different, and therefore how it is taxed is different. And that can have a significant impact on returns.