Managed funds offer investors with relatively small sums of money the opportunity to access a range of investments across a spectrum of asset classes. For savers they can offer a greater return than funds held at call with a bank; for busy or inexperienced investors they can be a safer alternative to direct investing; for retirees with superannuation rollovers or other lump sums they can offer capital growth or an income stream, or both! Margaret Lomas explains the ins and outs of investing in managed funds in her trademark easy-to-understand style. She discusses all aspects of investing in managed funds, including:Types of funds, how they are structured and regulatedHow returns are made andmeasuring fund performanceWhen to use financial plannersMatching a managed fund to your investor profileMaintaining a balanced portfolio using managed funds. INDICE: Preface vii1 What is a Managed Fund? 12 What Types of Managed Funds Are There? 113 What Do You Need to Know About Managed Funds? 214 How Does a Fund Prepare for Distribution? 315 How Does a Managed Fund Operate? 476 Measuring Fund Performance 577 Regulation of the Managed Funds Industry 678 Financial Planners to Use or Not to Use 739 The Investment Process 8710 Managed Funds and a Balanced Portfolio 9911 Other Things to Know 10912 Let's Get Going 121Appendix Your Risk Profile 127Glossary 133About the Author 141Index 145
- ISBN: 978-0-7016-3637-1
- Editorial: ISTE
- Encuadernacion: Rústica
- Páginas: 136
- Fecha Publicación: 10/08/2012
- Nº Volúmenes: 1
- Idioma: Inglés