Managed Funds For Dummies

Sold by John Wiley & Sons
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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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About the author

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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Additional Information

Publisher
John Wiley & Sons
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Published on
Sep 19, 2011
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Pages
288
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ISBN
9780730376460
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Language
English
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Genres
Business & Economics / General
Business & Economics / Investments & Securities / Mutual Funds
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Content Protection
This content is DRM protected.
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Available on Android devices
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Get to know the major players in Australia and New Zealand — find a broker, open an account and familiarise yourself with suppliers and indices

Understand risk control and diversification — learn the importance of a diversified, lowly correlated portfolio, and how ETFs can help you achieve this

Invest smartly in commodities and precious metals — tap into the returns offered by the Australian mining boom

Manage small-cap, large-cap, sector and international investments — take advantage of returns in local markets and invest directly in US-listed ETFs

Add bonds, REITs and other ETFs — secure consistent yields and add property to your investment portfolio

Work non-ETFs into your investment mix — improve returns through careful selection of active managed funds

Fund your retirement years — determine how much you need for retirement, and how ETFs can get you there

Open the book and find:

Advice on choosing ETFs over options, CFDs and warrants

Sample portfolios

Tips on revamping your portfolio based on life changes

How to avoid mistakes that even experienced investors make

Forecasts for the future of ETFs in Australia and New Zealand

A complete listing of Australian and New Zealand ETFs

Great online resources to help you invest in ETFs

Learn to:

Diversify your investment portfolio

Lower your investment costs and reduce your tax liabilities

Take advantage of Australia's mining boom by investing in commodities

Invest in international markets

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