How to Invest in Managed Funds by Lomas, Margaret -- Read -- Imperial Library of Trantor

Index

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 Return Return 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 Portfolio

Sarah 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