Page 19 - Profile's Unit Trusts & Collective Investments - September 2025

How to use this book

How to use this book

Profile’s Unit Trusts and Collective Investments has established itself as the reference standard
for the industry. The handbook is used by financial planners, fund managers, investors and students
in four major ways:
R As a regulatory reference
The chapter content (pages 24 to 189) summarises most of the rules and regulations governing
the industry. With the aid of the index at the back of the book, users can check on a wide range of
facts, rules and definitions.
R As a guide to fund investment principles
The chapters cover a comprehensive array of investment topics and background material.
From stocks to fixed interest markets, from alpha to risk management, the handbook provides a
wide-ranging summary of investment principles.
R As an industry quick reference
As a starting point for screening and fund research, the handbook is the quickest way to ascertain
the basic facts, including the contact details of leading fund managers, consistency of long term
performance, available fund classes, and the objectives of major industry players.
R As a study aid
The handbook is widely used by financial planners preparing to write qualifying exams.

Publication cycle
Profile’s Unit Trusts and Collective Investments is published twice a year in March and September.
The chapter content is reviewed and edited before each issue in order to maintain the handbook
as a reliable reference. The fund fact sheets, performance figures and other data are updated for
each issue. If you find any errors or omissions please bring them to the attention of the editor at:
uthb@profile.co.za.
New to this book?
If you are not familiar with this publication, here’s a quick orientation:
R The chapter content is the “how to” section of the handbook. The chapters are designed to
cover both basic and more advanced concepts about collective investment schemes and
broader investment topics. As the book is used extensively by financial advisers, reference
material on the legislation governing the financial services industry is included. All of the
chapter content is indexed in the main index, enabling readers to look up a key term or aspect
of legislation.
R Chapter 9 – fund manager interviews – provides market views from selected portfolio
managers.
R The fact sheet section provides information on registered managers of collective investment
schemes. This content is sponsored by the management companies, and the amount of
information available therefore differs according to what each manager is prepared to make
available.
R The fact sheet tips section provides useful information on how to use this book, how to interpret
information, how to use performance statistics and so on.
R The performance tables provide summaries of standardised performance statistics for
the whole South African market. ProfileData is an authorised Association for Savings and
Investment South Africa (ASISA) stats house. Up-to-date performance statistics are available
daily at www.fundsdata.co.za.
R Instead of a glossary at the back of the book, key terms are incorporated into the body of the
book where they are most useful (usually in sidebars or text boxes). All important terms are
indexed – to look up a particular keyword just find it in the main index and turn to the page
indicated.

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