Page 363 - Profile's Unit Trusts and Collective Investments 2021 issue 2

UNDERSTANDING UNIT TRUSTS INDEX

PAGE PAGE
Rafi ..................... 157 RiY (Reduction in Yield) .......... 66, 67
Rand cost averaging ............ 31, 39 Riba ..................... 144
Rand hedge stocks .............. 35 Risk
Rand-Denominated .............. 47 Asset.................... 110
Rating Inflation .................. 103
Crown ................... 108 Management ................ 98
Star .................... 108 Organisational ............... 110
Ratings.................... 108 Profiles................... 104
Real Estate Development & Services companies Ratings................... 104
(REDs) ................... 132 Risk Management and Compliance Programme
Real Estate Funds .............. 142 (RMCP) ................... 98
General .................. 155 Risk Profile Worksheets ........... 118
Real Estate Investment Trusts (REITs) .... 132 Risk Spectrum of South African funds ..... 46
Real Estate Unit Trust Funds (UTREFs) .... 132 Risk and Reward ............... 105
Real Estate – General Funds ......... 152 Risk profile
Real Return funds .............. 148 Aggressive ................. 105
Real Returns.................. 57 Balanced.................. 105
Rebates .................... 60 Conservative ................ 105
Reduction in Yield (RiY) ............ 66 Investor .................. 104
Reg 28 Risk rating
ASISA revision 2013 ............ 147 Fund .................... 104
Prudential Funds .............. 148 Risk spectrum ................. 44
Regional ................... 138 Risk-Adjusted Performance.......... 116
Regional Funds .............. 43, 141 Risk-rating .................. 108
Registered Financial Adviser (RFA) ....... 95 Robo-advisors ................. 37
Regulation 28............. 33, 83, 131 Roll-up fund .................. 71
Compliant Funds ........... 142, 148 Rolling period............... 62, 131
Regulatory exams ............... 24 rolling returns ................. 74
RE2 ..................... 24
Reinvestment of Distributions ......... 71 S
Reporting............... 51, 72, 141 SA Reserve Bank ............... 86
Reports, Fund ................. 72 SAFEX .................... 159
Repurchase .................. 57 SARB (South African Reserve Bank) . . . 81, 125
Research Affiliates .............. 157 SARS ..................... 50
Resources Funds ............... 145 SETS ..................... 159
Retail Distribution Review (RDR) ...... 60, 95 shipping ................... 136
Retirement Annuity (RA) ........... 149 STRATE ................. 63, 159
Retirement Products .............. 83 STT (Securities Transfer Tax) ......... 63
Retirement Savings Cost Disclosure ...... 67 STeFI..................... 149
Returns SWIX ..................... 157
Active ................... 111 Scatter plots ................. 115
Compound ................. 76 Secondary Tax on Companies (STC) ...... 32
Passive .................. 111 Secondary market .............. 128
Real ..................... 76 Sector Volatilities ............... 119

Profile’s Unit Trusts & Collective Investments 361