| Description |
1 online resource (379 pages) |
| Contents |
Managed Funds For Dummies; About the Author; Dedication; Author's Acknowledgements; Contents at a Glance; Table of Contents; Introduction; About This Book; Conventions Used in This Book; Foolish Assumptions; How This Book Is Organised; Icons Used in This Book; Where to Go from Here; Part I: Coming to Grips with the Basics of Managed Funds; Chapter 1: Getting Started with Managed Funds; Making a Start with Managed Funds; Examining What's Managed in Managed Funds; Plunging into Managed Funds without Taking a Bath; Dealing with and Keeping Track of Your Investments |
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Chapter 2: Understanding the Pros and Cons of Managed FundsAccessing All Areas: The Everyday Investor's Backstage Pass; Diversifying Your Portfolio; Funds for Every Investor; Four Reasons Why Managed Funds May Not Be for You; Stacking Up Managed Funds against Other Investments; Chapter 3: Examining the Structures of Managed Funds; Easing through the Legalese; Superannuation and Managed Funds; Working Out Your Retirement Options; Understanding the Differences between Various Funds; Chapter 4: Identifying Asset Classes and Investment Styles; Learning about Asset Class |
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Setting Out the Types of Asset ClassHow Stylish Is Your Fund Manager?; Chapter 5: Revealing the Cost of Investing: Fees and Commissions; Examining the Costs of Investing; Uncovering Management Costs through the Indirect Cost Ratio; Managing Tax in Managed Funds; Handling Upfront Fees; Paying Ongoing Commissions; Considering Other Fees; Part II: Doing the Research for Your Peace of Mind; Chapter 6: Assessing Your Appetite for Risk and Avoiding Indigestion; Understanding the Risk-and-Reward Trade-Off; Discovering What Type of Investor You Are; Understanding Your Investor Type |
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Matching the Results to Your GoalsChapter 7: Setting Your Goals and Making a Plan; Making a Plan; Working Out What You Want from Your Investments; Setting Your Investment Timeframe; Deciding When to Invest; Chapter 8: Understanding Research and Ratings Agencies; Discovering How Ratings Agencies Can Help; Understanding the Ratings; Digging into the Research; Chapter 9: Making Sense of Performance; Understanding That Past Performance Is No Guide to the Future; Looking at the Many Ways to Measure Performance; Applying Performance Results to Investment Choices; Timing the Market |
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Part III: Choosing, Buying and Selling Managed FundsChapter 10: Discovering Who's Who in the Managed Funds Zoo; Uncovering Australia's Key Players; The Big Names versus Boutiques; Choosing a Fund Manager; Going for CLASS When Choosing a Manager; Getting to Know the Person Looking After Your Money; Chapter 11: Looking At Your Options: Taking Advice or Going It Alone; Examining the Best Route for You; Dealing Directly with Your Fund Manager; Investing through a Managed Fund Broker; Using Financial Planners and Advisers; Chapter 12: Filling In the Forms |
| Summary |
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 & mdash; how managed funds differ from other investmentsWork out your investor profile & mdash; weighing up |
| Notes |
Getting Your Head around the Product Disclosure Statement |
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Print version record |
| Subject |
Finance, Personal -- Australia
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Investments -- Australia -- Handbooks, manuals, etc
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Special funds -- Australia
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Finance, Personal
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Investments
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Special funds
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Australia
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| Genre/Form |
Handbooks and manuals
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| Form |
Electronic book
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| ISBN |
9780730376453 |
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0730376451 |
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