Client service is often spoken about, but seldom practiced. At Appleton we practice and perfect client service every day. It is our core competence as the Fiduciary Specialists.
CADIZ BCI MONEY MARKET FUND – A top quartile performing money market fund over 1, 2, 3, 5, 7 and 10 years and the number one ranked money market fund over 1, 5, 7 years and 10 years with an annualised yield of 7.63% from inception.
Performance reported for A Class net of fees in ZAR as at 30/09/2020 (ASISA) South African IB Money Market, Inception: 01/03/2006
Annualised return is the weighted compound growth rate over the period measured
Benchmark: STeFI Composite ZAR, Category Rank is against the (ASISA) South African IB Money Market Category Highest Annual Return 7.96%; LowestAnnual Return 5.58%
The Covid-19 pandemic has forced us to miss and appreciate the most important things in life, namely family. While we look forward to the return of some form of new-normal life, please take the time to consider how best to provide for the income and well-being of your family in the event of your passing. Not only does Appleton provide professional Will-drafting, we administer estates with the highest levels of care and efficiency. Our duty and responsibility are to you and your heirs, including your children and thus provide you with complete peace of mind. Please call Appleton – The Fiduciary Specialists – for a no fee consultation and Will drafting.
Taking a risk to achieve a goal requires courage to face the fear of uncertainty. No matter the outcome, either way, we grow through the process and become more resilient and confident. Better yet, building those skills helps in taking more risks and improves the chances of achieving future goals.
All investments carry some degree of risk, but at Cadiz Asset Management, they only invest if there is an adequate margin of safety built into our own valuations. Thinking and acting like long-term business owners, in a market focused on the short-term.
Cadiz, investing for the future.
Let Warwick help you realize the true value of your business. Contact one of our Wealth Specialists today. 0800 50 50 50
You are a young professional family. You have paid off your Varsity fees, bought your first house, traded in your car for a people carrier now that you have a young family and life is good. You are beginning to do financial planning and investing in a retirement annuity. But the real key to peace of mind is a professionally drafted Will that takes into account your current circumstances and not only looks after your spouse, but also your children. Appleton specialise in drafting bespoke Wills, tailored to your exact needs and requirements. So, as an essential part of your wealth and estate planning, call Appleton – The Fiduciary Specialists – for a no-cost professional Will drafting service.
Do you follow the markets? Track your investments daily?
All investments carry some degree of risk but at Cadiz Asset Management, they only invest if there is an adequate margin of safety built into our own valuations. Thinking and acting like long-term business owners, in a market focused on the short-term.
Cadiz, investing for the future.
Are you a financial advisor looking for a succession plan. Contact one of our Wealth Specialists www.warwickwealth.com