Unit Trusts Data Products

Unit Trusts & Collective Investments Handbook and Ebook

Profile's Unit Trusts and Collective Investments incorporates detailed chapters covering recent legislation and other changes to the unit trust industry.

Available both as an ebook and as an attractive large-format volume (approximately 350 pages), the handbook is an indispensable reference for financial advisors and smart investors.

The Unit Trusts & Collective Investments Handbook is published twice a year in March and September.

Latest Issue: September 2024
Pages: 344
Next Issue: March 2025
Latest Issue: September 2024
Pages: 344
Next Issue: March 2025

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

For more information: