Page 362 - Profile's Unit Trusts and Collective Investments 2021 issue 2

UNDERSTANDING UNIT TRUSTS INDEX

PAGE PAGE
O Premium ................... 135
Prevention of Organised Crime Act (POCA). . . 96
OCF (Ongoing Charges Figure) ......... 64
Primary market ................ 128
Offshore allowance .............. 141
privacy .................... 99
Offshore vs Foreign .............. 44
Product Supplier Agent (PSA) ....... 81, 95
Oil & Gas ................... 145
Property Funds ................ 132
Ombud .................... 96
Differences................. 132
Definition .................. 91
Ombudsman.................. 91 Property Loan Stock (PLS) .......... 133
Protection of Personal Information Act (POPI) . 99
One-size-fits-all ................ 83
Prudential Funds .......... 33, 142, 147
Ongoing Charges Figure (OCF) ......... 64
Reg 28................... 148
Open-ended investment schemes (OICs) . . 40, 42
Put option .................. 135
Options.................... 135
Ordinary shares................ 130 Q
Organisational Risk .............. 110
Qualifications ........... 23, 25, 78, 89
Other Specialist Equity ............ 138
Qualitative .................. 114
Other Theme Funds.............. 146
Quantitative.................. 114
Outsourcing .................. 77
Quants funds ................. 146
P Quarterly ............. 40, 64, 72, 151
Quartile .................... 70
P/E Ratio ................... 142
PAIA ..................... 100 R
POPI...................... 99
R Class .................... 69
PPC ..................... 145
RA
PSA ...................... 81
ETF..................... 160
PSC Guaranteed Growth Fund ......... 50
rand-denominated .............. 158
Participatory Interests ............. 44
RDR (Retail Distribution Review) 60, 80, 81, 83, 95
Passive funds ................ 156
RE1 ...................... 24
Passive returns ................ 111
Pension Funds Act ......... 33, 131, 148 RE2 ...................... 24
RE3 ...................... 24
Pension funds ................ 101
RE4 ...................... 24
Performance fee ............... 131
RE5 ...................... 24
Performance Fees ............... 62
REIT
Performance figures
Rules.................... 133
Costs .................... 75
REIT CIS ................... 132
Tricks and Tips ............... 75
REIT CISs .................. 132
Performance Reporting ............ 51
REIT Collective Investment Schemes ..... 132
Performance statistics ........... 73, 75
REIT Trusts.................. 132
Platform .................... 69
REITs
PlexCrown .................. 108
Corporate ................. 132
Portfolio .................... 45
Trust .................... 132
Charges ................... 63
responsible party ............... 99
Costs .................... 63
RFA (Registered Financial Advisor)....... 81
Preference shares .............. 130
360 Profile’s Unit Trusts & Collective Investments