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
