Press Coverage

Resources: where to from here?

Published by Finweek.com on 27 October 2014

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Working towards a superhero's retirement

Published by Invest SA on 1 August 2014

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JSE escapes system gremlin with little damage

Published by Evan Pickworth on 23 April 2014

The JSE equity market struck a new record high on Wednesday due to a technical glitch in the morning that took the market offline for an hour. The chief investment officer at Southern Charter, Ursula Maritz, said the JSE system had been stable, but matters could have been worse if there had been a big earnings or company announcement. "The impact was minor today as a consequence of there not...

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Interview on CNBC Africa with Ursula Maritz

Published by CNBC Africa on 7 April 2014

Discussion on the local and global markets and on whether investors should expect taper return expectations for 2014

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New Monthly Review

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The JSE equity market struck a new record high on Wednesday due to a technical glitch in the morning that took the market offline for an hour. The chief investment officer at Southern Charter, Ursula Maritz, said the JSE system had been stable, but matters could have been worse if there had been a big earnings or company announcement.

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Interview on CNBC Africa with Mark Thompson

Published by CNBC Africa on 10 March 2014

Discussion on the asset allocation to deliver the best returns in the current economic climate.

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Southern Charter scoops Morningstar Award

Published by Bontle Moeng on 20 February 2014

Southern Charter, the investment management firm which believes Asset Allocation Drives Everything, was awarded on 19 February 2014, top accolades at the Morningstar Awards held in Cape Town, South Africa.

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Fund in Focus

Published by Finweek on 21 November 2013

A look at the Southern Charter MET growth fund of funds

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Looking at ways to keep afloat when storm hits

Published by Evan Pickworth on 31 October 2013

There is little place to hide when market conditions get so volatile that investors sitting on cash get a lower return than inflation. Ursula Maritz, chief investment officer at private wealth company Southern Charter says bond market returns will be at risk once tapering starts in the US.

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Ten steps to retirement reform

Published by Mark Thompson on 21 October 2013

Thompson’s 10 point plan to build a better retirement for all

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