Page 24 - Profile's Unit Trusts & Collective Investments - March 2025

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Unit Std 242612: Classification of CISs and implications (NQF 05*, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Rationale for CIS classification x
2 Structure of CIS classification x x
3 Implications for investors x
4 Application of classification x x
Unit Std 243129: Describe collective investment schemes (NQF level 03, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 CIS concept x x
2 Underlying assets x
3 Categorise portfolios x x
4 CIS and market performance x x
Unit Std 243130: Basic principles of asset management (NQF 04, 4 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Key concepts x x x x
2 Asset management companies x x
3 Key performance drivers x x
4 Portfolio management risks x x
Unit Std 243135: Common transactions in a CIS portfolio (NQF 03, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1Buyingunits inaCIS x
2 Repurchasing CIS units x
3 Switching x x x
4 Cessions x
Unit Std 243141: How collective investment schemes are reported (NQF level 03, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Pricing of participatory interests x
2 Performance reporting x
3 Info from newspapers x
4 Required mandatory disclosures x
Unit Std 243142: Capital markets and capital market instruments (NQF 04, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Why capital markets exist
2 The capital market environment
3 Capital market role players x
4 Capital market instruments x
5 Bonds vs other assets x
Unit Std 243147: Structure of the CIS industry (NQF level 03, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Main elements x
2 Structure of CIS manager x x
3 Regulation of CISs x x
4 Legislation governing CISs x x
Unit Std 243148: Equity markets and equity market instruments (NQF 04, 2 credits)
Outcome Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
1 Why equity markets exist x x
2 The equity market environment x x x x
3 Equity market role players x
4 Equity market instruments
5 Shares and other asset classes x x x

22 Profile’s Unit Trusts & Collective Investments — Understanding Unit Trusts