jagomart
digital resources
picture1_Ppt Share Price 73503 | Mutualfunds101 Inv En


 203x       Filetype PPTX       File size 0.48 MB       Source: dynamic.ca


File: Ppt Share Price 73503 | Mutualfunds101 Inv En
overview mutual funds what they are and how they work performance and taxation understanding risk and protection buying and investment strategies buying and investment strategies 2 what is a mutual ...

icon picture PPTX Filetype Power Point PPTX | Posted on 01 Sep 2022 | 3 years ago
Partial capture of text on file.
             Overview
              Mutual funds: What they are and how they work
              Performance and taxation
              Understanding risk and protection
              Buying and investment strategies
              Buying and investment strategies
          2
             What is a mutual fund?
              Mutual funds provide investors access to a diversified 
                   portfolio of investments
              Money you invest is pooled with other like-minded 
                   investors
              Money is invested on your behalf by qualified 
                   professionals, based on the objectives for the fund
          3
             Why invest in a mutual fund?
                        Convenience                                          Affordability                                Access to your money
                 Professional Management                                    Diversification                                  Access to Markets
          4
                   How does a mutual fund work?
                                     OBJECTIVE                                                              MANAGEMENT                                                              DAILY VALUATION
             Every mutual fund has a specific investment objective, stated in the       Managers invest the fund’s money in holdings aimed at meeting the        Most funds are valued daily, which is then used to calculate the net 
                                    simplified prospectus.                                                     investment objective.                             asset value per share (NAVPS), the price at which units of the fund 
                                                                                                                                                                                         are bought and sold.
               5
             What is a prospectus?
              A prospectus is an owner’s manual for a mutual fund
              A legal document that the mutual fund company must file 
                   with securities regulators and update each year
              Contains important information such as the fund’s fees 
                   and charges, its investment objective, and its associated 
                   risk
          6
The words contained in this file might help you see if this file matches what you are looking for:

...Overview mutual funds what they are and how work performance taxation understanding risk protection buying investment strategies is a fund provide investors access to diversified portfolio of investments money you invest pooled with other like minded invested on your behalf by qualified professionals based the objectives for why in convenience affordability professional management diversification markets does objective daily valuation every has specific stated managers s holdings aimed at meeting most valued which then used calculate net simplified prospectus asset value per share navps price units bought sold an owner manual legal document that company must file securities regulators update each year contains important information such as fees charges its associated...

no reviews yet
Please Login to review.