Plexus Wealth news
Want to find out more about the world of financial services? Or want to know more about Plexus Wealth? Please read our latest news and newsletters below.
Markets open the year on a strong footing
12 February 2026 – The new year has begun on a constructive note as local markets delivered another month of strong underlying momentum. The FTSE/JSE ALSI reached fresh record highs early in January, before experiencing a late-month pullback.
South African markets continued to glitter in October
7 November 2025 – Local markets are on track for their longest monthly winning streak since early 2013. The benchmark FTSE/JSE ALSI is up 1.5% in October, on course to rise for an eighth consecutive month. Telecommunications, tech and banking shares have led the charge.
Record highs mark a strong July for markets
18 August 2025 – July marked a significant milestone for both local and global markets. We are pleased to share some of our market insights from last month, as well as the performance of our Plexus Wealth funds in this overview.
A local and global review of 2024 and our funds’ performance
6 February 2025 – With 2024 behind us, we can present our overview for the year and provide feedback on the performance of our Plexus Wealth range of funds. On that note, we are pleased to report that our funds were well-positioned to capture key market opportunities.
Our market overview for the year to date
7 November 2024 – Global markets started on a strong note in 2024, continuing the optimistic momentum from last year. By 1 November 2024, global equities (as measured by the MSCI ACWI) have delivered a 16.6% total return in USD. The ALSI has also performed well.
We’re proud of our Plexus Wealth range of funds
17 July 2024 – Our Plexus Wealth range of funds featured prominently in the June 2024 Boutique Collective Scheme Bulletin. This document showcases top performing funds across all categories in the local unit trust industry over a one month, one- and three-year periods.
A study of how elections affect market performance
18 June 2024 – A study by an asset manager reveals very little correlation between elections and market performance. In fact, evidence supports the theory that markets perform better after an election as typically an ‘election discount’ is priced into markets.
Our Durban office is moving to new premises
22 February 2023 – As we continue to grow, thanks to the support of both our existing and new clients, our Durban office is moving to new premises. We have vacated our current office in 100 on Armstrong and will move into our new space during February 2023.
Top performance from our property funds
18 January 2022 – We are particularly pleased with the performance of our Plexus Wealth BCI Property Fund and Plexus Wealth BCI Flexible Property Income Fund. Both funds have done exceptionally well, despite facing many headwinds over the last few years.
Objective-driven financial advice for all our clients
20 July 2021 – So far, markets are being kinder to investors than in 2020! Clients looking for long term growth, and especially those who feel that emigration could be part of their future plans, should strongly consider offshore funds and portfolios.
Vaccine – the route to returning the world to normal
30 April 2021 – Global markets, led by the USA, continue to gain ground as successful vaccine programmes roll out in the larger economies of the world. The first quarter of 2021 sees a continuation of the themes that we highlighted in our 4th quarter 2020 newsletter.
Retirement funds and integrated, holistic strategies
12 October 2020 – When we look back at the original three week and then five week lockdowns, it seems a long time ago. It is unbelievable that entire sectors of the economy remained closed for over four months. This has left our economy with challenges.
Re-evaluation of our investments and new opportunities
19 August 2020 – 2020 has been a year of immense upheaval and, as your financial advisors, we have worked tirelessly to re-examine and re-challenge our entire product range. As such, we have appointed Marriott Asset Management..
News to help put matters into perspective
March 2020 – We thought it would be good to send out some news, considering what is happening in the world and SA and to try to put things in perspective. No doubt you have seen the news about the performance of US stocks and the JSE ...
The effect of recent developments on financial plans
24 March 2020 – We now know what the new reality is for the next three weeks and can adapt accordingly. The situation is dynamic and it is difficult to forecast what the full impact of a lock down will be on global growth in 2020 and 2021. But decisive action now is a better option.
Unprecedented steps to control the Coronavirus threat
16 March 2020 – We were impressed by President Ramaphosa’s address and support the rapid and strict measures put in place in light of COVID-19. If we can stop the spread now, our economy can continue to operate as close to normal as possible.
Providing the best solutions in difficult times
5 March 2020 – The imminent downgrade of South Africa’s sovereign credit rating to full junk status looms large in March and the damage appears priced in already. Furthermore, SA’s stock markets and the exchange rate are highly correlated to Emerging Market performance.
Should you be taking all your money offshore?
In light of the negative outlook for the SA economy, it may be tempting to consider moving all your money offshore. Before deciding, it’s good to consider your financial objectives, if returns will indeed be better elsewhere and the effect of the exchange rate.
Election results and the effect on investments
The first quarter of 2019 has been dominated by election talk in South Africa. In the end, the results were quite stable relative to 2014. In very broad terms the trends showed the ANC losing 5% to the EFF, and the DA losing 2% to the FF+. What does this mean for our investments?
Election results and the effect on investments
The first quarter of 2019 has been dominated by election talk in South Africa. In the end, the results were quite stable relative to 2014. In very broad terms the trends showed the ANC losing 5% to the EFF, and the DA losing 2% to the FF+. What does this mean for our investments?
How the economy fared in the last quarter of 2018
The SA economy officially exited the recession after reporting 2.2% GDP growth for the third quarter of 2018. All things are cyclical and it appears as if the tide is turning economically and politically. Against this backdrop, what can investors expect in 2019?
CONTACT US
Durban
T: +27 (0)31 940 0470
Cape Town
T: +27 (0)21 205 4644
Johannesburg
T: +27 (0)31 940 0470
Office Hours: Monday to Friday, 07h30 - 16h00
Click here to email us
Want a financial planner to meet with you? Contact us online.