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How to Invest in Managed Funds

How to Invest in Managed Funds

Margaret Lomas

ISBN: 978-1-118-30382-5 December 2011 Wrightbooks 184 Pages




Managed funds offer investors with relatively small sums of money the opportunity to access a range of investments across a spectrum of asset classes. For savers they can offer a greater return than funds held at call with a bank; for busy or inexperienced investors they can be a safer alternative to direct investing; for retirees with superannuation rollovers or other lump sums they can offer capital growth or an income stream, or both! 

Margaret Lomas explains the ins and outs of investing in managed funds in her trademark easy-to-understand style. She discusses all aspects of investing in managed funds, including: 

  • Types of funds, how they are structured and regulated
  • How returns are made and measuring fund performance
  • When to use financial planners
  • Matching a managed fund to your investor profile
  • Maintaining a balanced portfolio using managed funds.
Preface vii

1 What is a Managed Fund? 1

2 What Types of Managed Funds Are There? 11

3 What Do You Need to Know About Managed Funds? 21

4 How Does a Fund Prepare for Distribution? 31

5 How Does a Managed Fund Operate? 47

6 Measuring Fund Performance 57

7 Regulation of the Managed Funds Industry 67

8 Financial Planners—to Use or Not to Use 73

9 The Investment Process 87

10 Managed Funds and a Balanced Portfolio 99

11 Other Things to Know 109

12 Let's Get Going 121

Appendix—Your Risk Profile 127

Glossary 133

About the Author 141

Index 145