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Collective Investments

Estimated study time: 5.5 – 8.5 hours

The Collective Investments module delves into an industry that receives
widespread publicity and in-depth coverage, particularly when performance
figures are released each quarter.

The 1st topic introduces the learner to the collective investment industry
and a variety of concepts related to collective investment.

The 2nd topic summarises the legislation and bodies governing the unit
trust industry. Collective investment scheme structures and the classification
of portfolios are outlined and a variety of packaged investment
products introduced.

The 3rd topic deals with participatory interest and the calculation of net
asset value. Historic and forward pricing methodologies are differentiated
and the distribution of fund income is outlined. Finally, collective investment
scheme portfolio performance is summarised.


  • Collective Investment Scheme
  • Scheme Managers & Portfolios
  • Fund Classification
  • Scheme Regulation
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