| 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 |
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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 |
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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 |
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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 |
| Summary |
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 |
| Notes |
Print version record |
| Subject |
Investments -- Australia
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Mutual funds -- Australia
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Investments
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Mutual funds
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Australia
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| Form |
Electronic book
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| ISBN |
9781118303832 |
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1118303830 |
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