• 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