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ASISA Collective Investment Schemes Overview 2009

An overview of South African Collective Investment Schemes in South Africa for 2009 from the Association for Savings and Investment South Africa (ASISA).


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TypeSize
Part 1. Industry Overview
Powerpoint
1 MB
Part 1. Industry Overview Continued
Powerpoint
1 MB
Part 2. Performance Figures
Powerpoint
1 MB
Part 3. Index Data
Powerpoint
811 KB
Part 4. Foreign Collective Scheme Investments
Powerpoint
832 KB
Part 5. Consumer Perspective
Powerpoint
813 KB

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Knowledge Base Categories »

Asset Management »  Banking and Finance »
Banking Regulation »  Budget 2007 »
Collective Investment Schemes (e.g. Unit Trusts) »  Companies Act 71 of 2008 »
Competition Issues »  Conflict of Interest »
Duty of Good Faith and Disclosure »  Economic and Investment Updates »
Economy »  Education and Training »
Estate Planning »  Ethics in Business »
Financial Literacy »  Fraud »
Global Economic Outlook »  Hedge Funds »
Industry Structure »  Investment - Starting Out »
Investment Diversification »  New Financial Sector Framework - March 2011 »
Professionalism »  Property Investment »
Risk Profiling »  Treating Customers Fairly »

From The Glossary »

Retirement Annuity Fund:

Any fund (other than a pension fund, provident fund or benefit fund) which is approved by the Commissioner of Income Taxes, or, in the case of any such fund established on or after 1 July 1986, is registered under the provisions of the Pension Funds Act. A fund recognised by the South African Revenue Services for tax purposes that provides individuals benefits similar to those provided by a pension scheme.
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