Managed Funds For Dummies

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John Wiley & Sons, Sep 19, 2011 - Business & Economics - 288 pages
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Created especially for the Australian customer!

Find your way through the managed fund maze and make the most of your investments!

Multi-sector equities? Concentrated funds? How about index funds? If you're being deafened by the volume of investment options, this accessible and informative guide shows you the way! Find the best fund for your needs with lots of insider tips. Make smart investment decisions that will pave your way to financial success!

  • Understand what makes a managed fund tick — how managed funds differ from other investments

  • Work out your investor profile — weighing up the level of risk you're willing to take to reap your rewards

  • Appreciate class and style — how a mix of asset class and management style can produce the results you're after

  • Identify the key players — what makes some funds stand out and what keeps them on top of the pile

  • Calculate the costs — deciphering fees and commissions and making sure you're not paying too much

  • Make sense of ratings — what the ratings agencies do and how you can get your head around their research

  • Learn the tricks of the trade — easy tips and strategies for buying, selling and monitoring your fund

  • Analyse fund performance — how to assess returns to enhance your investment success

Open the book and find:

  • Charts and tables to illustrate how managed funds work

  • Checklists for understanding reports and filling in the forms

  • Concise descriptions of the different fund types

  • Useful websites for funds and regulators

  • Tips for managing your own investment portfolio

  • A comprehensive glossary to cut through the jargon

Learn to:

  • Understand the pros and cons of investing in Australian managed funds

  • Find the best types of managed funds to meet your financial goals

  • Implement investment strategies to maximise your money

  • Identify risks and returns


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Table of Contents
Coming to Grips with the Basics of Managed Funds
Dealing with and Keeping Track of Your Investments
Making investing convenient
Funds for Every Investor
Stacking Up Managed Funds against Other Investments
Superannuation and Managed Funds
Working Out Your Retirement Options
The Big Names versus Boutiques
Filling In the Forms
Discovering the main parts of a
Sealing the Deal
Buying Selling and Monitoring Your Investments
Buying a Fund
Determining How Funds Are Labelled
Looking at Eight Ways Australian Funds Are Labelled

Identifying Asset Classes and Investment Styles
Setting Out the Types of Asset Class
How Stylish Is Your Fund Manager?
Revealing the Cost of Investing Fees and Commissions
Handling Upfront Fees
Considering Other Fees
Understanding the RiskandReward TradeOff
Understanding Your Investor Type
Matching the Results to Your Goals
Working Out What You Want from Your Investments
Understanding Research and Ratings Agencies
Understanding the Ratings
Learning from history
Applying Performance Results to Investment Choices
Choosing Buying and Selling Managed Funds
Going overseas? Fasten your seatbelt
Examining More Ways of Classifying Managed
Ethical or ValuesBased Investments
Understanding Managed Accounts
Borrowing to Invest
Managing Your Risk
Investigating Other Investment Strategies
Compounding Your Investment Growth
Identifying the Crooks and Conmen
Ten Tips for Managed Fund Investing
Ten Traps and Pitfalls What the Managers Dont Tell

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About the author (2011)

Colin Davidson has been involved in finance for over 20 years, working in banking, managed funds and stockbroking. He currently works for one of Australia's largest stockbrokers, managing its financial planning and superannuation business.

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