Page 357 - Profile's Unit Trusts and Collective Investments 2021 issue 2

UNDERSTANDING UNIT TRUSTS INDEX

UNDERSTANDING UNIT TRUSTS INDEX
UNDERSTANDING UNIT TRUSTS INDEX
PAGE PAGE
# Association of Investments and
Savings SA (ASISA) ....... 22, 47, 80, 81
4IR ...................... 37
Attribution analysis .............. 112
A Automated advice ............... 38
A and R Classes ................ 69 B
ACI ...................... 81
Balanced ................... 138
ASISA classification
Balanced Funds ............. 33, 143
Sectors 2013 ............... 138
Base Currency ................. 47
asset class .................. 136 Basis Point .................. 148
AUT ...................... 80
Bear Market ................. 106
Abil...................... 110
Bear run ................... 106
Absa Bond Fund ............... 161
Benchmark Risk ............... 106
Absolute returns ................ 70
Benchmarks .................. 74
Accountable Institution............. 95
Beta Analysis................. 107
Accounting and Auditing Organization for Bidvest .................... 55
Islamic Financial Institutions (AAOIFI) .... 144
Bitcoin .................... 136
Accumulating Unit Price ........... 126
Blue Chip ................... 39
Accumulating funds .............. 71
Accumulation units .............. 71 Board Notice 194 of 2017 ......... 26, 91
Bond Funds
Active Return ................. 111
Costs ................... 129
Advertising (marketing material) ........ 72
Advice ..................... 91 Bonds .................. 47, 128
Bridging .................. 127
African Bank (Abil) .............. 110
Central Bank ................ 128
Alexander Forbes Money Market Index (AFMMI)149
Classification................ 128
All Bond index (Albi) ............. 150
Parastatal ................. 127
All-In Fees ................... 61
RSA .................... 128
Alpha..................... 112
Boutique Funds ................ 77
alternative investments ......... 109, 136
Analysis Broker
Tied ..................... 95
Quantative ................. 114
Broker Fees .................. 59
Anglogold .................. 145
Annual management fees ........... 48 Broker funds.................. 61
Brokers .................... 83
Annual returns ................. 70
bubble ..................... 31
Annual service fees .............. 47
Buffet, Warren ........... 107, 110, 111
Annualised Volatility ............. 111
Bull Market .................. 31
Arbitrage ................ 137, 159
Bull run.................. 30, 106
Asset Allocation funds ............ 143
Asset Mix................... 137 C
Asset Risk .................. 110
CAGR (compound annual growth rate) . . . 70, 74
Asset Swap .................. 35
CGT ..................... 158
Asset manager................. 79
Profile’s Unit Trusts & Collective Investments 355