Page 361 - Profile's Unit Trusts and Collective Investments 2021 issue 2

UNDERSTANDING UNIT TRUSTS INDEX

PAGE PAGE
Investment Manuel, Trevor................. 52
Passive .................. 111 Market Bubble ................. 31
investment allowance ............. 35 Market capitalisation ............. 142
Investment Linked Living Annuity (ILLA) . 83, 149 Market risk .................. 106
Investment Management Charges (IMC) .... 66 Masterbond ................ 85, 89
Investment Trusts ............... 55 Max DD ................... 115
Investment platform .............. 69 Max Drawdown................ 115
Investment restriction............. 131 Maximum drawdown ............. 115
Islamic investment code ........... 144 Medium Equity Funds............. 149
Mid Cap Funds ................ 144
K Milne, Jack ................ 50, 85
KYC (Know Your Client) ............ 96 Minimum Disclosure Documents...... 51, 82
Key individual ................. 87 Mining and Resources ............ 138
Key individuals................. 90 Money laundering ........... 92, 96, 97
Kickbacks ................... 60 Money market funds .......... 124, 151
King code .................. 101 Monitoring
Know Your Client (KYC) ............ 98 Risk-based ................. 97
Kok, Anton................... 82 Mono-regulated ................ 87
Morningstar ................. 108
L Multi Asset Funds ............ 142, 147
Landbank................... 127 Multi Asset – Flexible funds .......... 147
Large Cap Funds ............... 144 Multi Asset – High Equity funds........ 147
Liberty..................... 29 Multi Asset – Income funds.......... 147
Linked Investment Service Provider (LISP) . . . 82 Multi Asset – Low Equity funds ........ 147
Linked Product Companies........... 82 Multi Asset – Medium Equity funds ...... 147
Liquid asset ................. 109 Multi-Manager funds ............. 158
Liquidity ................. 53, 109 Multi-tier funds................. 64
Liquidity Risk ................. 110 Mutual fund .................. 30
livestock ................... 136
Lock-up period ................ 154 N
Long position................. 135 N-shares ................... 130
Long the market ............... 134 National Qualifications Framework (NQF) . . 23, 25
Low Equity Funds .............. 149 Nedbank .................... 29
Negotiable Certificate of Deposit (NCD) .... 127
M Nel, Hendrik (Judge) .............. 89
MDDs ..................... 82 Net Asset Value (NAV) ............. 48
MSCI ..................... 75 Notice 141 of 2015.............. 152
Malan, Daniel................. 148 Notice 52 of 2015 .............. 153
Managed ................... 138 Notice 92
Managed Prudential Funds ........... 33 MDD .................. 51, 82
Management company........... 42, 77
mandate .................... 79
Mandatory disclosures............. 72

Profile’s Unit Trusts & Collective Investments 359