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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.
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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.
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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.