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|Additional Physical Format:||Print version:
How to Invest in Managed Funds.
Hoboken : John Wiley & Sons, ©2011
|Material Type:||Document, Internet resource|
|Document Type:||Internet Resource, Computer File|
|All Authors / Contributors:||
|Description:||1 online resource (178 pages)|
|Contents:||Cover; Contents; Title; Copyright; Preface; Chapter 1: What is a Managed Fund?; The Benefits And Drawbacks; What Do They Do With My Money?; What Is A Trust?; What Protection Is There For Me?; The Size of The Managed Fund Industry; Conclusion; Chapter 2: What Types of Managed Fund Are There?; Retail; Retail Fund Options; Conclusion; Chapter 3: What Do You Need to Know About Managed Funds?; 1. Investors; 2. Promoters; 3. Single Responsible Entities; 4. Distributors; 5. Regulators; 6. Other Players; How Are Funds Distributed?; Managed Funds And Legislation; The Prospectus; Conclusion. Chapter 4: How Does a Fund Prepare for Distribution?Determining The Objectives of The Fund; Designing The Investment Strategy; Different Investment Strategies; Implementing The Strategy; Stock/Asset Selection; Putting It All Together; Monitoring The Fund; Conclusion; Chapter 5: How Does a Managed Fund Operate?; Being Part of A Unit Trust; The Prospectus; How is Income Made By The Fund?; Fees Charged By Funds; How is The Ongoing Management Fee Paid?; What Is An Mer?; Other Fees; Pricing of Units; Redeeming Your Units; Conclusion; Chapter 6: Measuring Fund Performance; Measuring the Performance. Measuring The ReturnReturn Versus Risk; Other Measurements; Conclusion; Chapter 7: Regulation of the Managed Funds Industry; How Changes To The Laws Have Affected Managed Funds; The Financial Services Reform Bill; Conclusion; Chapter 8: Financial Planners--to Use or Not to Use; What is Financial Planning?; Where Will I Find a Financial Planner?; What Will a Financial Planner Do For Me?; Do I Need to Use a Planner?; Conclusion; Chapter 9: The Investment Process; Assessing Your Risk Profile; Towards Investing; Setting Your Objectives; Researching the Fund; Conclusion. Chapter 10: Managed Funds and a Balanced PortfolioSarah; Jake; Brian And Alison; Conclusion; Chapter 11: Other Things to Know; Leveraging From Property; Required Earning Rate To Break Even; Look Out For Misleading Return Quotes; Taxation And Managed Funds; Dollar Cost Averaging; An Interesting Investment Option For Property Lovers; Conclusion; Chapter 12: Let's Get Going; The Basics of Managed Funds; Appendix--Your Risk Profile; Glossary; About the Author; Index.|