Facts about Unit Trust Investment PDF Download
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Author:
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 15
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Book Description
Author:
Publisher:
ISBN:
Category : Investments
Languages : en
Pages : 15
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Book Description
Author:
Publisher:
ISBN:
Category : Investments trusts
Languages : en
Pages : 15
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Book Description
Author: Association of Unit Trust Managers
Publisher:
ISBN:
Category : Mutual funds
Languages : en
Pages : 7
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Book Description
Author: Christopher Gilchrist
Publisher:
ISBN:
Category : Mutual funds
Languages : en
Pages : 128
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Book Description
Author:
Publisher:
ISBN:
Category : Electronic government information
Languages : en
Pages : 36
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Book Description
Author:
Publisher:
ISBN:
Category : Financial services industry
Languages : en
Pages : 18
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Book Description
Author: Robert Pozen
Publisher: John Wiley & Sons
ISBN: 1118929942
Category : Business & Economics
Languages : en
Pages : 549
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Book Description
A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.
Author: Sekgabo Reatile Molelekoa
Publisher:
ISBN:
Category :
Languages : en
Pages :
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Book Description
Individuals who rely on mutual funds to accumulate wealth need advice on how best to select them (Ciccotello & Grant, 1996). The purpose of the study is to gain insight whether fund size and boutique or institutional fund structure of unit trusts affects returns. It expands the body of knowledge on investment performance factors and equips investors with a tool to make informed decisions when contemplating various fund manager offerings. Data was collected from the database of the Association for Savings and Investment (ASISA) for South African general equity unit trust returns and fund size information covering a period of 44 quarters from March 2001 to December 2011. Domestic general equity unit trusts were analysed during the period under review. A regression analysis was run to test for fund size as an indicator of investment performance. A parallel study was conducted to test whether boutique funds outperform institutional funds. The results indicate that fund size has no influence on fund performance. The findings also show that there is no significant difference between the performance of boutique style unit trust funds and institutional unit trust funds. These findings contradict the findings of previous research by (Fama, 1972): (Chen, Hong, Huang, & Kubik, 2004: Ciccotello & Grant, 1996: Droms & Walker, 1996) who found fund size, either positively or negatively have an influence on mutual fund returns while (Gallagher & Martin, 2005) and Sch??nfeld (2009) concluded that boutique funds offer better returns compared to institutional funds. Investors would be advised to carry out a fund by fund analysis to identify the optimal domestic unit trust investment fund when investing as opposed to an aggregated study.
Author: Subhamoy Das
Publisher: Allied Publishers
ISBN: 9788184244090
Category :
Languages : en
Pages : 412
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Book Description
Author: King A. Kovacs
Publisher: Mutual Interest Data Service, Ltd.
ISBN: 1723531243
Category : Business & Economics
Languages : en
Pages : 160
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Book Description
As of 8/9/2018: 23 Stock Mutual Funds. * Year-to-date average returns 7.11%. * Annualized 3 year average returns 12.34%. * Annualized 5 year average returns 12.08%. * Annualized 10 year average returns 10.08%. As of 8/9/2018: 10 Bond Mutual Funds. * Year-to-date average returns -0.41%. * Annualized 3 year average returns 4.03%. * Annualized 5 year average returns 4.48%. * Annualized 10 year average return 5.32%. The paperback provides 33 comprehensive financial reports on each of these mutual funds. The 4-page reports give a description of the investment fund category. The mutual fund name with ticker symbol, investment minimum purchase, IRA minimum purchase, risk, years of gains vs. losses, and much more valuable information. There is a 5-year analysis of performance, net asset value, income distribution of the mutual fund. All vital factual information you need to make an investment for your IRA or personal savings portfolio is in your hands.
