A workshop offering delegates the opportunity to develop their knowledge and skills in differentiating among the almost countless number of unit trusts available. The workshop will identify the different asset types contained in unit trusts, their risks, returns and valuations; and the combinations in which they are used in collective investments. The never ending debate of active versus passive management of investments in unit trusts will also be covered. A prominent feature of the discussion includes the performance of different types of unit trust during various phases of the business cycle. This will be discussed with the objective of enabling investors to structure a portfolio of unit trusts giving a certain preferred risk and return profile against the backdrop of a constantly changing economic environment. Technical issues will be covered in a simple and easy-to-follow manner.
The emphasis will be on practical training. Delegates will have the opportunity to practise the compiling and managing of a unit trust portfolio in a simulated environment. Should there be sufficient numbers, delegates will be grouped and then have the opportunity to compete with each other, just like portfolio managers have to compete in real life.