Limited to individual onboarding – Contact us for GROUP PACKAGES for 10+ users HERE
BLACK ONYX interviews award winning asset managers like Truffle Asset Management and industry stakeholders who share their knowledge and investment strategies.
This course covers:
Flexible Funds - As the name implies, a flexible fund is a pooled investment that has broad flexibility for investing in fixed income (bonds), equity, commodity and foreign exchange product markets. With access to a wider universe of investments, the fund can actively allocate investments according to market opportunities and conditions rather than specific investing requirements.
General Equity Funds - Also referred to as a Long-Only equity strategy, involves taking long positions in equities, that are expected to appreciate in value. This approach will not employ derivatives or gearing for hedging purposes (unlike an equity long / short fund) and is considered very mainstream. This is one of the more common retail products across the unit trusts.
Time to complete: Around 30 minutes
Total CPD points: 0.5
Pass rate: 60% pass with 3 attempts
CPD reference: IOBSA
If you are a Team of 10+ users, contact us for GROUP PACKAGES HERE
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Check out CPD SCORECARD HERE to find out more.
Course Convenor: BLACK ONYX
BLACK ONYX (https://blackonyx.co.za/) began as an alternative investment consultancy and has morphed into an advisory, distribution specialist and RegTech provider.
As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe.
For more manager interviews and industry research check out FUND HUB https://fundhub.co.za and subscribe to our complimentary BLACK ONYX Monthly Dispatch here: https://blackonyx.pages.ontraport.net/signup