Learning Material Sample

Investment and risk

5.3 Unit trusts and OEICs - fund supermarkets and wrap accounts

Chapter Links

Introduction and overview of investment and risk

1.1 The economic environment - political factors

1.2 The economic environment - social factors

1.3 The economic environment - economic and financial factors

1.4 The economic environment - management of the UK economy

2.1 Investment consideration - need for savings and investments

2.2 Investment considerations - qualifying savings and investment needs

2.3 Investment considerations - ethical investment

3.1 Risk and returns - principles of risk and returns

3.2 Risk and returns - types of risk that may affect investment returns

3.3 Risk and returns - risk reduction

3.4 Risk and returns - measuring volatility

3.5 Risk and returns - time value of money

4.1 Asset classes - cash

4.2 Asset classes - fixed interest securities

4.3 Asset classes - equities

4.4 Asset classes - property

5.1 Unit trusts and OEICs - unit trusts

5.2 Unit trusts and OEICs - Open Ended Investment Companies

5.3 Unit trusts and OEICs - fund supermarkets and wrap accounts

5.4 Unit trusts and OEICs - index tracking funds

6. Investment trusts

7.1 Life assurance investments - investment bonds

7.2 Life assurance investments - endowment policies

7.3 Life assurance investments - annuities

8. Other investments

9.1 Tax wrappers - Individual Savings Account

9.2 Tax wrappers - Child Trust Fund

10.1 Taxation - income tax

10.2 Taxation - capital gains tax

11. Portfolio construction

12.1 Regulatory aspects - customer advice rules for investments

12.2 Regulatory aspects - safeguards for investors

13. Glossary

14. End of course assessments

In this section, we briefly describe fund supermarkets and wrap accounts.

Multi-manager products and wrap accounts

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CF2 Investment and risk - online course (CLOSED)

CeFA2 Investments and risks - online course (CLOSED)