Profile's Unit Trusts and Collective Investments
Profile's Unit Trusts & Collective Investments

Latest issue: March 2014
Next issue: September 2014
Pages: 440

Price: R295 in RSA,
US$25.00 elsewhere (excluding shipping)

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Profile's Unit Trusts and Collective Investments now incorporates detailed chapters covering recent legislation and other changes to the unit trust industry. The ideal reference for financial advisers and smart investors.

Contents include:

  • Information about relevant NQF qualifications
  • Basic concepts and definitions
  • Costs and reporting
  • Detailed information on Fais, Fica and Cisca
  • Measuring risk and risk profiling
  • Understanding asset allocation
  • Classification of collective investments
  • Interviews with selected fund managers
  • Useful fact sheets on a wide range of funds 

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