Mutual Funds
With Christmas fast approaching, every year we are all tasked with the responsibility of what gift to give our loved ones, and in particular, our children. While we generally gift toys or clothing, why not be a little innovative this year by giving a financial gift, one which can add long term value to your child’s life and teach them the value of money from an early age. […]
Give the gift of a Mutual Fund this Christmas! With Christmas fast approaching, every year we are all tasked with the responsibility of what gift to give our loved ones, and in particular, our children. While we generally gift toys or clothes, why not be a little innovative this year by giving a financial gift, one which can add long term value to your child’s life and teach them the value of money from a very tender age. If […]
In our last post, we discussed the basics of investing, setting financial goals and deciding on the type of investment that may best suit you. In this post, we’ll focus on creating your personal investor profile and guide you through the process of selecting an investment option that will help you achieve your financial goals. Investor Profile An investor profile is an outline of what your preference is when it comes to investing. Key considerations to note when […]
A Mutual Fund is a collective investment scheme that pools investors monies to form the source for investments in various securities depending upon the investment objective of the scheme eg. equities, bonds, money market instruments, other financial securities. For investors who would like to invest in mutual funds, where do they start? The number of funds is so large and investment programs so varied, that investors could become overwhelmed. Generally speaking, there are four broad types of mutual funds; […]