Managed Funds For Dummies

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