Page 344 - Profiles's Unit Trusts & Collective Investments - September 2024

Main Index

PAGE PAGE PAGE
TTM (training twelve month) returns . . . 70 Transaction Costs V
Targeted Absolute ........... 144 Measure ................ 61 Value Funds .............. 140
Tax ................... 45 Ratio .................. 61 Variable Term Funds .......... 147
Distributions .............. 45 Transaction Costs (TC) ......... 60 Volatility ............. 109, 111
Dividends ............... 45 Transactions .............. 53
Annualised .............. 110
Effectiveness .............. 47 Transnet ............. 125, 126 Annualised calculation ........ 110
Evasion................. 94 Transparency .............. 46
Haven ................. 39 Treasury Bills ............. 124 W
Tax Free Investment Account (TFIAs) . . 46 Treating Customers Fairly Warrants ................ 132
Tax Free Savings Accounts (TFSAs) . . . 46 (TCF) .............. 81, 91, 98
Watermark ............... 58
Telkom................. 125 Truffle SCI Income Plus Fund...... 177 White Label funds ......... 57, 147
terms and conditions .......... 97 Trust REITs ............ 129, 130 Wholesale discounts .......... 57
Terrorist financing (TF) ......... 94 Trustees............... 37, 74 Worldwide ............... 135
Terrorist funding (TF) .......... 93 Twin Peaks ............. 82, 91 Worldwide funds .......... 38, 137
The Conduct of Financial Institutions Wrap funds ............... 27
(COFI) Bill ................ 83 U
Wrapper ................. 28
Third party funds ............ 147 Umgeni Water Board .......... 125 Wraps .................. 28
Tied broker ............... 79 Unclassified Funds ........ 136, 143
Tigon .................. 45 Unit Classes............... 65 Y
Timing Risk .............. 104 Unit Price Calculation .......... 54 Yield................... 44
Total Cost of Ownership (TCO) ..... 61 Unit Trusts Dividend ................ 27
Total Expense Ratio ........... 60 Affordability .............. 47
Total Investment Costs (TIC) ...... 60 Professional Management ....... 48
Total Return Index (TRI) ........ 139 Tax Effectiveness ............ 47
Total return ............... 66 Unit Trusts Control Act (UTCA) . . . 35, 81
Total vs Annual Returns ......... 66 United Nations Convention on
Tracker funds......... 59, 136, 152 Transnational Organised Crime
trailing returns .............. 70 (UNTOC) ................ 92
Trailing, Rolling, Discreet and CAGR. . . 70 Units .................. 39
Unregulated investment schemes .... 45

MAIN INDEX

A Camissa Global Equity Feeder ..... 254 D
Main Index
Ahern, A M............... 290 Camissa Islamic Balanced Fund .... 255 Dalvi, Aslam .............. 263
Allis, James .............. 322 Camissa Islamic Equity Fund...... 256 Davids, Abdul .......... 255 - 258
Alusi Asset Management ........ 246 Camissa Islamic Global Equity Feeder Davis, P ................ 245
Alusi Asset Management (Pty) Ltd. . . 245 Fund .................. 257 de Beyer, P............... 266
Alusi RealFin Managed Fund ...... 246 Camissa Islamic High Yield Fund.... 258 Dillon, David .............. 321
Anderson, N .............. 245 Camissa Protector Fund ........ 259 Dooris, Damien ............ 321
Argon Asset Management (Pty) Ltd. . 247 Camissa SA Balanced Fund ...... 260 Du Preez, J S.............. 241
Argon BCI Absolute Return Fund .... 248 Camissa SA Equity Fund ........ 261 Du Toit, A ............... 241
Argon BCI Bond Fund ......... 249 Camissa Stable Fund.......... 262 E
Argon BCI Flexible Income Fund .... 250 Camissa Top 40 Tracker Fund ..... 263 Elliott, D ................ 266
Carter, G L ............... 241
B F
Collopy,TPP ............. 290
Boyce, L ................ 264 February, J............... 264
Coman, Shane ............. 321
Brown, N................ 264 G
Conrad, A ............... 264
Burton, P E............... 290 Gerber, S M .............. 245
Coronation Management
C Gobodo, G L .............. 266
Company (RF) (Pty) Ltd. ..... 264, 265
Camissa Asset Management ..... 251 Greaver, R G .............. 251
Coronation Global Fund
Camissa Balanced Fund ........ 252 Managers (Ireland) Limited ...... 321
Camissa Equity Alpha Fund ...... 253 Coughlan, Denise ........... 322
342 Profile’s Unit Trusts & Collective Investments