Fund Managers

  • Mutual Funds

    1. What is mutual fund & fund Manager? Ans.: A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments and other securities. Fund manager Textbook Definition- Person who manages the money on behalf of the investors by buying/selling stock, bonds etc. Internet Definition-The person(s) responsible for implementing a fund's investing strategy and managing its portfolio

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  • Hedge Funds

    Title: A Hedge Fund manager’s New Groove Date: November 2, 2010 Section: Money and Investing methodology According to the Wall Street’s journal article, a former manager of hedge funds has made a lot of money by switching to the high long term decision from his shorting stock. William Von Mueffling made a surprising announcement by saying that he would close his hedge funds and return about $3.5 billion to investors. Williams Muefflling’s firm contillion capital management of New York only

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  • Australian Fund Managers

    [Type the company name] | FNCE644 Equity Project | Australian Fund Managers | | | | Our group has chosen Perpetual Investor Choice Fund for the long term investment. There are a variety of reasons as to why we chose Perpetual fund over the rest and they will be explained below. The first and foremost are the excess returns after entry fees and management fees. Fund | UBS | Perpetual | HSBC | Merrill | 5 year return | 11.90% | 13.81% | 7.83% | 8.24% | Benchmark Return | 9

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  • Mutual Fund

    tenure of the project and I am greatly indebted to them for guiding and support me throughout the project and sparing some of their valuable time. I would like to express my deep gratitude to my project guide Mr. Renuka Rathore (Sr. Relationship Manager -Sales & Marketing) for their expert guidance and support throughout the project. This project report could not have been completed without the guidance of Dr. Apporva Palkar(Director) and the project guide Lect . Mrs. Pooja Aparajita. I

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  • Mutual Fund

    |concept of mutual fund | | | |investor earn from mutual fund | | | |advantages of mutual fund | | | |disadvantages of mutual fund

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  • Mutual Funds

    investments in mutual funds. To execute the knowledge, I preferred to study about the mutual funds and some other popular investments options in India. Thus the first part of the project based on learning the following in details: ➢ About Religare ➢ Product and services of Religare ➢ Services and charges provided by Religare ➢ Consumer behavior ➢ Analysis of Investors profiles ➢ Some popular Investments options in India ➢ Mutual Funds ➢ Market survey

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  • Fund Prospectus

    strategies The mutual fund invests mainly in the stocks of mid- and large-capitalization U.S. sports manufacturing product companies whose revenues and, or earnings are expected to grow faster and has a history of paying dividend It will not invest more than 15% of its asset in one company, and believes that mid- and large capitalization U.S. companies stocks will be more resistant to market declines than stocks of average companies and those that do not pay dividends. The fund relies on the professional

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  • Mutual Funds

    The Mutual Fund At a basic level, mutual funds are nothing more than a collection of stocks and bonds. A mutual fund primarily focuses on bringing groups of people together to invest their money into bonds, stocks, and other different securities. It’s important to know that each of these gathered investors owns shares that ultimately make up a portion of the holdings in the total fund. Once a person invests into these stocks, bonds, or securities through the mutual fund they can make money in

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  • Hedge Fund

    Hedge Funds Case Study in Ming Teng's course Hedge Funds, an industry that has experienced rapid growth since mid-1990s, control $2 trillion of investable assets, the number more than a quarter of total mutual funds’ assets, making hedge funds a growing influential power today. Institutional and private investors invest in hedge funds because they expect that hedge funds are more likely to produce higher return compared with traditional investment vehicles, such as mutual funds. More important

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  • Hedge Funds

    TABLE OF CONTENT WHAT IS A HEDGE FUND? 1 WHAT GENERIC HEDGE FUND HAS SIMILAR LEVERAGE CHARACTERISTICS TO BANKS? 2 DO ALL HEDGE FUNDS HAVE A SIMILAR RISK PROFILE? IF NOT DESCRIBE THE TYPE OF RISK FACING EACH MAIN TYPE OF HEDGE FUND 3 More Risky 3 Moderate Risk 3 Risk-Avoidance 3 WHAT FINANCIAL RISKS LED TO FAILURE OF LONG-TERM CAPITAL MANAGEMENT (LTCM)? 4 WHY DID THE FEDERAL RESERVE OPT NOT TO SUPPORT LONG-TERM CAPITAL MANAGEMENT FINANCIALLY? 5 WHAT WERE THE ARGUMENTS IN FAVOUR

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  • Mutual Funds

    free of internal contradictions and conflicts of interest. Financialsector is no exception. The financial product distribution space is particularly fraught with these conflicts between the manufacturers of financial products like banks, mutual funds, and insurance companies, etc. and the distributors which sell these products who call themselves by various nameslike agents,financial advisors,financial planners, etc. 2.2 It is necessary to resolve or at least mitigate these conflicts, especially

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  • Hedge Fund

    to Hedge Funds Introductory Guide 1 Introduction International Asset Management (‘IAM’) is the proud sponsor of the IAM Hedge Fund Research Programme of the Financial Markets Group. Within this programme the LSE team undertakes independent research into aspects of the hedge fund industry. It is hoped that the results of this research will give greater understanding about this growing area of financial innovation. This research paper gives a broad introduction to the hedge fund industry

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  • Manager

    “Procedures and processes according to which an organisation is directed and controlled. The corporate governance structure specifies the distribution of rights and responsibilities among the different participants in the organisation – such as the board, managers, shareholders and other stakeholders – and lays down the rules and procedures for decision-making."  Financial Times Definition of Corporate Governance: "How a company is managed in terms of the institutional systems and protocols meant to ensure

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  • Aggresive Funds

    AGGRESSIVE FUNDS There has been significant research in the area Aggressive funds and the effects. Few of them are enumerated as follows. • Kate Burgess(2006) in her independent study of shareholder activism has founded out that investment funds that aggressively push for change at companies substantially outperform stock market indices. • Dave Ramsey suggests that if you've been saving money, trying to get out of debt, investing in mutual funds. • Dave Ramsey urges investors to hold 4

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  • Mutual Funds

    Report On “Mutual Funds and their role in portfolio management” Submitted in partial fulfillment of the requirement of Certification Course in Capital and Financial Markets Submitted by: Name: Karthik L.Reddy Roll No. 5 OCPCFM Batch June 2012 Under the Guidance of: Dr. J. Symss Indian Institute of Foreign Trade New Delhi 1 INDEX Serial No. 1 2 Executive summary Objectives Introduction Advantages and Disadvantages Types of Funds Managing a portfolio of funds MF industry in India

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  • Flight of Funds

    Flight of Funds 1. Introduction In 2006, Malaysian Travels Sdn Bhd, a subsidiary of a public listed company, purchased 40% equity in Turkistan Global Services Sdn Bhd.Turkistan Global Services Sdn Bhd purpoted to have acquired the oppurtunity through a Memorandum of Understanding signed by a Malaysian Minister with a Turkistan Minister for exclusive rights to handle logistics arrangement for the promotion of businesses between the two countries. On 1 April 2010 Mr Idris Bin Junid was appointed

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  • Manager

    short-term interest rates by money market mutual funds. When interest rates go up, the value of debt securities goes down; and when interest rates go down, the value of debt securities goes up. Therefore, if a money market fund could forecast interest rates accurately, its best policy would be to invest in short-term maturity debt when interest rates were about to rise and long-term maturity debt when rates were about to fall. Do some money funds do this systematically better than others? The answer

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  • Fund Managers

    & Functions of Fund Managers By Thomas James, eHow Contributor A fund manager is an individual who manages a large quantity of investments on behalf of many other individuals and institutions. Another name for a fund manager is an investment manager or investment advisor. The investments a fund manager may manage include bonds, shares in companies, real estate and even holdings in other investment funds. The term "fund manager" can also refer to an institution that manages funds, as well as an

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  • Mutual Fund

    Visit www.mbahotspot.com for more PROJECT REPORT ON Mutual Fund Industry In India BY MBAHOTSPOT.COM Brought to you by [www.mbahotspot.com] Visit www.MBAhotspot.com for more projects THIIS PROJECT IS MADE BY TEAM OF MBAHOTSPOT.COM, FOR YOUR COSTOM PROJECT YOU CAN MAIL US AT info@mbahotspot.com or mbahotspot@gmail.com we will make available for you. For your personalize project report emails us at: info@mbahotspot.com or mbahotspot@gmail.com 1 Visit www.mbahotspot.com for more

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  • Fund Management

    OCP REPORT A COMPARATRIVE STUDY ON UTILIZATION OF FUNDS BETWEEN A CONVENTIONAL BANK AND AN ISLAMIC BANK: A STUDY BASED ON TRUST BANK LIMITED AND ISLAMI BANK BANGLADESH LIMITED (TBL & IBBL) (This OCP report has been prepared for the partial fulfillment of the degree of Bachelor of Business Administration with a major in Finance & Banking) Supervised by: Mr. Serajul Islam Assistant Professor Department of Business Administration International Islamic University Chittagong Prepared

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  • Mutual Fund

    empirical research on mutual funds has not given any significant contribution for the mutual fund investor. Unfortunately many mutual fund investor have probably never heard about these research results or their implications. They have heard some rules of thumb guidelines from their brokers or peers about how to select a particular fund. The purpose of this present study is to identify the selection criteria, investors seem to use in selecting a mutual fund institution that suits the

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  • Funds

    really down. When our government’s spending increases, the more chances that our economy will do good, people will get jobs, unemployment rate will go down, and so on. But when our government have no spending power, no way to pay our debts, and all funds are cut off, that’s when we can witness loss of jobs, and big increase in our country’s unemployment rate. Massive layoff affects all of us in many ways, and these affects us in a very negative way. Our government economy slows down because a lot

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  • Mutual Fund

    A REPORT ON “CONSUMER BEHAVIOUR REGARDING MUTUAL FUND, TYPES OF MUTUAL FUND AND INVESTMENT PROCESS” BY MANOJ KUMAR (Enroll No. : 08BS0001652) SUNDARAM FINANCE LTD. Contract/Project/Job Number________________ A Report On “Consumer Behaviour Regarding Mutual Fund, Types Of Mutual Fund And Investment Process” By Manoj Kumar (Enroll No.:08BS0001652) Sundaram Finance Ltd. Date of Submission : May 2009 AUTHORISATION This is to certify that the internship project

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  • Index Fund

    INDEX FUNDS.. FM n FS PROJECT Active and Passive Management Before we get into the details of index funds, it's important to understand the two different styles of mutual-fund management: passive and active. Most mutual funds fit under the active management category. Active management involves the art of stock picking and market timing. This means the fund manager will put his/her skills to the test trying to pick securities that will perform better than the market. Because actively managed

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  • Mutual Fund

    A RESEARCH PAPER On Opportunities in indian market of mutual funds investment PIONEER (Since 1996) Submitted to

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  • Factors Affecting Investment Decision Making by the Pension Fund Managers in Zanzibar

    FACTORS INFLUENCING PENSION MANAGERS’ INVESTMENT DECISION A CASE STUDY OF ZANZIBAR SOCIAL SECURITY FUND (Z.S.S.F) By: ABDULAZIZ M. RAMIA REG. NO: ZU/MBA/0001/12 FACULTY OF BUSINESS ADMINISTRATION PROPOSED SUPERVISOR: DR. MASOUD A Concept Paper Submitted in Partial Fulfillment of the Requirement for the Degree of Master of Business Administration in Finance (MBA- Finance) of Zanzibar University 1.0 INTRODUCTION AND BACKGROUND OF THE STUDY 1.1 Introduction In most economies value is

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  • Mutual Funds

    1. Introduction A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests typically in investment securities (stocks, bonds, short-term money market instruments, other mutual funds, other securities, and/or commodities such as precious metals).[1] The mutual fund will have a fund manager that trades (buys and sells) the fund's investments in accordance with the fund's investment objective. 2. Review of literature 3

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  • Manager

    Accountancy Jump to: navigation, search Accountancy (profession)[1] or accounting (methodology) is the measurement, statement or provision of assurance about financial information primarily used by managers, investors, tax authorities and other decision makers to make resource allocation decisions within companies, organizations, and public agencies. The terms derive from the use of financial accounts. Accounting is the discipline of measuring, communicating and interpreting financial activity

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  • Manager

    thinking trap. Worse, these traps can amplify one another—compounding flaws in our reasoning. Here are five of the nine traps: Avoiding the Trap: • Get views of people who weren’t involved in the original decisions. • Remind yourself that even the best managers make mistakes. • Don’t encourage failure-fearing. Anchoring: Giving disproportionate weight to the first information you receive Example: A marketer projects future product sales by looking only at past sales figures. In a fast-moving marketplace

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  • Hedge Funds

    Do Hedge Funds Have Enough Capital? A Value-at-Risk Approach * Anurag Gupta† Bing Liang‡ April 2004 ____________________________________ *We thank Stephen Brown, Sanjiv Das, Will Goetzmann, David Hseih, Kasturi Rangan, Peter Ritchken, Bill Sharpe, Ajai Singh, Jack Treynor, and two anonymous referees for comments and suggestions on earlier drafts, and the seminar participants at Case Western Reserve University, University of Massachusetts at Amherst, Virginia Tech., the 2003 European Finance

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  • Hedge Fund

    Cayman Islands Guide to Hedge Funds Introduction From offices in the British Virgin Islands, the Cayman Islands, Dubai, Dublin, Hong Kong, Jersey, London and Singapore, Walkers provides legal services to FORTUNE 100 and FTSE 100 global corporations and financial institutions, capital markets participants, investment fund managers and middle market companies. Walkers' Cayman office has an international reputation as the leading hedge fund and private equity fund practice in the Cayman Islands, advising

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  • Mutual Funds

    MUTUAL FUND A Mutual fund is a pool of money, collected from investors and is invested according to certain investment objectives. A Mutual fund is created when investors put their money together. It is therefore a pool of the investor’s funds. The most important characteristic of the Mutual fund is that the contributories and the beneficiaries are the same class of people, namely the investors. The term mutual means that the investors contribute to the pool, and also benefit from the pool. There

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  • Hedge Funds

    Hedge Funds Instructor: Dr. F. Beer By: Vishal Pahuja | Angel Cardoz | Contents Introduction by Vishal Pahuja 3 History by Vishal Pahuja 4 Types of Hedge Funds by Vishal Pahuja 4 Key Characteristics of a Hedge Funds by Vishal Pahuja 5 Size and Market Statistics by Angel Cardoz 5 What is the Cost? by Angel Cardoz 6 Cost to manage 6 Cost to Economy 7 Risks and Returns by Vishal Pahuja 7 Hedge Fund Structure by Vishal Pahuja 8 A Success Story by Vishal Pahuja 9 Peer

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  • Manager

    operations. Inventory management is the integrated functioning of the purchasing and allied activities so as to achieve the maximum coordination and optimum expenditure in the area of inventories, (Nair, 1996.)Inventories constitute considerable amount of funds is required to be committed to them. It is therefore absolutely imperative to manage inventories efficiency and in order to avoid unnecessary investment. Profitability is the ability of an entity to earn profits. This ability to earn profits depends

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  • Mutual Fund

    Performance Evaluation of Mutual Funds in Pakistan S. M. AAMIR SHAH and SYED TAHIR HIJAZI* INTRODUCTION In Pakistan Mutual Funds were introduced in 1962, when the public offering of National Investment (Unit) Trust (NIT) was introduced which is an open-end mutual fund. In 1966 another fund that is Investment Corporation of Pakistan (ICP) was establishment. ICP subsequently offered a series of closed-end mutual funds. Up to early 1990s, twenty six (26) closed-end ICP mutual funds had been floated by Investment

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  • Mutual Fund

    mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund. You can make money from a mutual fund in three ways: 1) Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all of the income it receives over the year to fund owners

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  • Mutual Funds

    Mutual funds are attractive to small investors because they are able to diversify their portfolio for a minimum investment of $250 to $2,500 (p. 609). The investors must rely on the fund’s portfolio manager to make the investment decisions though. Mutual funds generate returns in three ways: through dividend payments to shareholders, distribute capital gains resulting from the sale of securities within the fund, and through mutual fund share price appreciation (p. 611). 2. Open-end mutual funds differ

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  • Funds

    figures about the region’s growing success in the hedge fund industry and its potential for further growth STeVe FlYNN is the chief executive of the global business companies within the cim group. He has experience in offshore, financial services and corporate administration in the uK, bermuda, india, luxembourg and south africa. steve has worked with a number of financial services companies, the most recent being commercial union, maitland Fund services, Fidelity investments, credit suisse life and

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  • Hedge Funds

    Hedge Funds: A liability for the economy? Sander van Bentum 362107 Max Wielitsch 385533 Dhr. B. Tims 17-10-2013 Table of Contents Introduction 3 Risks for the investors 4 The creation of risks to financial institutions 5 The excess volatility risk 6 Transparency 6 Unlevel playing field 7 Hedge funds and financial bubbles 7 The role of hedge funds in crises 8 Conclusion 10 Bibliografy 10 Introduction Everybody that is somewhat involved with finance has probably

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  • Mutual Fund

    Mutual Funds What is a mutual Fund? This is a pool of money that is managed on behalf of investors by financial professionals such as a money manager. Funds invested could be used to buy stocks, bonds or other securities according to specific investment objectives (consider the IPS) that have been established for the fund. Investors received either unit of shares that represent a proportionate share of the pool of fund assets. Mutual funds are open-ended investment funds, that is, investors

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  • Fund Tracking

    FUND TRACKING ASSIGNMENT • For this assignment you MUST WORK IN PAIRS. • Pick your partner for this assignment BEFORE the start of WEEK 3 • In the Assignment module in SLATE Content is a link to the google drive spreadsheet where you and your partner must sign up for this assignment. Be sure to register in the correct class. • In the meantime, visit www.globefund.com and familiarize yourself with the content on the website and different ways to select mutual funds. SUBMISSION #1: 1. Due week

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  • It Manager

    policymakers at the World Bank. Generally, the governors are member countries’ ministers of finance or ministers of development. They meet once a year at the Annual Meetings of the Boards of Governors of the World Bank Group and the International Monetary Fund. The governors delegate specific duties to 25 Executive Directors, who work on-site at the Bank. The five largest shareholders appoint an executive director, while other member countries are represented by elected executive directors. www.worldbank

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  • Index Fund

    Topic 2 : Should retail investors invest in index-tracker funds rather than actively-managed funds? Topic 2 : Should retail investors invest in index-tracker funds rather than actively-managed funds In recent years, investment has been interested by the majority of people more than in the past as basically everyone would like generate income and try to find the ways that can actually make money. Not only do investors need to know more knowledge that how to make money investing, but also they

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  • Manager

    the PMP Exam 1-800-COURSESwww.globalknowledge.com Tips and Techniques to Pass the PMP® Exam Dan Stober, PMP Introduction Passing the Project Management Professional (PMP)® certification exam can seem like a daunting task when project managers first decide to take the leap. Just like a project management plan, if you carefully map out your study plan, you will be successful. You must understand several key concepts, be intimately familiar with the five process groups and ten knowledge

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  • Finance and Funds

    Acknowledgement I would like to take this opportunity to thank all those who helped me for the successful completion of our first assignment for the module of finance and funds for travel and tourism. Firstly I would like to thank our parents, who were always there for me, standing by my side and giving me tremendous support and encouragement which really boosted me in making this report a success. I also would like to great thanks to our Module lecturer, name for guiding me throughout this

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  • Mutual Funds

    Paper topic: Mutual Funds vs ETFs: historical data, argumentative analysis and position. Introduction Mutual Fund is a term, meaning joint venture. As the human minds evolve more civilized, it also has undergone many evolutionary postures. Formerly it was practiced as close ended mutual fund in which combined investment had limits. Simply in those funds a restricted number of investors were allowed to play. As a result they used to have limited profit. While following the same pattern

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  • Hedge Fund

    ..............  1   INTRODUCING  HEDGE  FUNDS  ............................................................................................................................................  2   ORIGINS  OF  HEDGE  FUNDS  ..................................................................................................................................................  3   STRUCTURES  OF  HEDGE  FUNDS  ...............................................

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  • Mutual Funds

    Mutual funds are also sometimes known as open-end funds. These are portfolios of securities, mainly stocks, bonds and money market instruments. There are several important aspects of mutual funds. First, investors in mutual funds own a pro rata share of the overall portfolio. Second, the investment manager of the mutual fund actively manages the portfolio, that is, buys some securities and sells others. Third, the value or price of each share of the portfolio, called the net asset value (NAV), equals

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  • Hedge Fund

    Hedge Funds 1. Hedge Funds Versus Mutual Funds Mutual funds are regulated under the SEC Act 1933 and the Investment Company Act of 1940 and they must invest according to the stated goals in the prospectus. They are adjured to avoid ‘style drift.’ Hedge funds are not open to the general public. The primary investors are institutional investors but they are open to high net worth individuals. Most require minimum investments of $250,000, some go up to $1,000,000. A few now have a minimum

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  • Mutual Fund

    Background of the study: Mutual fund industry in India attaining maturity Even though the capital market attracts people there are several problems associated with it. While investing directly in to capital market one to be careful to judge the valuation of the stock and understand the complexities involved in the stock price fluctuations. So, a person with moderate knowledge of capital market generally prefers to invest in mutual funds. In recent times mutual fund industry in India is growing

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