WHAT IS INVESTING?
IMPORTANCE OF TIME
UNIT TRUST BASICS
WHAT UNIT TRUST INVEST IN
INVESTMENT PRODUCTS
CHOOSING YOUR INVESTMENTS
WHAT IS INVESTING?
Introduction to Investing
How Investment Earns Returns
Investment Planning Using Returns
The Risk of Losing Money
Investment Fluctuation
Balancing Risk and Return
THE IMPORTANCE OF TIME
Introduction to time and investing
How inflation is measured
Inflation and Return
Tolerating Volatility
Compounding
UNIT TRUST BASICS
Introduction To Unit Trust
Key benefits
The Role Of Investment Managers
Accessing Unit Trusts
Fees and expenses
Unit trust return
Interpreting unit trust return
Investor return
Unit Trust
Factors That Affect Your Return
How Your Investments Decisions Affect Your Return
How Unit Price Affects Your Return
How Fees Affect Your Return
The Fees That May Apply
Fund Management Fees
Administration Fees
Financial Advisor Fees
What Determines Investment Value
Calculating Investment Value
WHAT UNIT TRUST INVEST IN?
Introduction To Assets
What Are Equities
More About Equities
What Are Bonds
More About Bonds
What Are Money Market Investments
More About Money Market Investments
Hedged Equities
Property
Commodities
Investing Offshore
Investing With Rands
Investing With Foreign Currency
Asset Allocation Unit Trusts
INVESTMENT PRODUCTS
Introduction To Investment Products
What Is A Unit Trust Product
Investing Directly To Unit Trusts
Introduction To Retirement Funds
What Are Retirement Annuities
Investing In Retirement Annuities
What Are Preservation Funds
Investing In Preservation Funds
Asset Class Limits
What Are Living Annuities
Investing in living annuities
Guaranteed life annuities
What are endowments
Investing in endowments
CHOOSING YOUR INVESTMENTS
Understanding Investment Choices
Next Steps
The role of financial advisors