Mutual funds investor needs and investment objectives
•Download as PPTX, PDF•
1 like•686 views
The document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles made up of funds from many investors used to invest in securities. It notes mutual funds are operated by managers who invest the funds to produce gains and income. The document outlines that investors have needs like earning returns, providing for the future, and generating funds for goals. It advises investors to match objectives, consider fees, evaluate performance, and manage risk before investing in mutual funds. The conclusion emphasizes the importance of intelligent effort in security analysis for investment returns.
Report
Share
Report
Share
Recommended
Mutual funds investor needs and investment objectives
This document discusses mutual funds and investor needs and objectives. It begins by defining mutual funds as investment vehicles made up of funds from many investors used to invest in securities. It then discusses who investors are and their main needs, which include earning returns, providing for the future, and generating funds for goals. The document outlines factors for investors to consider before investing in mutual funds, such as objectives, fees, performance, and risk tolerance. It also lists common investment objectives and reasons investors invest in mutual funds, such as managing inflation, expertise, convenience, and diversification. The conclusion emphasizes the importance of intelligent effort in investing.
mutual funds- investors need and investment objective
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help investors meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
Smart investment solution
Getting your investment portfolio in developing economies requires local experts with both international and local strategies to manage your assets for better return.
NIUT
National Investment Trust (NIUT) is Pakistan's largest and oldest mutual fund, with a portfolio valued at approximately Rs. 63 billion invested in around 389 listed Pakistani companies. NIUT has over 48,847 unit holders and invests primarily in equities that correlate highly with the Karachi Stock Exchange 100 index. The fund offers investors professional management, diversification, and convenience.
National Investment Trust (NIT)
The document discusses investment trusts and mutual funds. It provides information on the history and introduction of the National Investment Trust (NIT) in Pakistan, including its objectives to provide regular income and capital appreciation to unit holders. It describes NIT's portfolio, returns, restructuring program to modernize practices, and its mission to be a resourceful investment strategy for shareholders. NIT has over 62,000 unit holders and aims to maximize returns through investments in approximately 600 listed Pakistani companies.
4iP Investment Workshop Ed Finance Yorkshire
The document discusses Seedcorn funding, which provides financing for early-stage business concepts that are high-risk. It introduces the Finance Yorkshire Seedcorn Finance fund, which invests up to £780k in companies, as well as two other related funds. The goals are to support 10-15 potential "Beacon Companies" in Yorkshire and ensure financial sustainability and exits within 3-5 years. Eligible companies must have large market opportunities and barriers to competition. An example investment in a universal web video viewer startup is provided. Other sources of seedcorn funding are also outlined.
Unit Trust Fund: CIMB Islamic Asia Pacific Equity Fund vs CIMB-Principal ASEA...
This is our group assignment for Investment Analysis (FIN 4020) class. We were required to compare between the Islamic and conventional unit trust fund which are coming from the same category.
CIMB Stock Challenge Competition 2016 (FIN 4020)
This is our group project for Investment Analysis (FIN 4020) class. We were required to enter the CIMB Stock Challenge Competition 2016 and experienced the virtual stock trading. After the challenge ended, we were required to present our strategy and what we'd gain from the stock challenge. It was fun!
Recommended
Mutual funds investor needs and investment objectives
This document discusses mutual funds and investor needs and objectives. It begins by defining mutual funds as investment vehicles made up of funds from many investors used to invest in securities. It then discusses who investors are and their main needs, which include earning returns, providing for the future, and generating funds for goals. The document outlines factors for investors to consider before investing in mutual funds, such as objectives, fees, performance, and risk tolerance. It also lists common investment objectives and reasons investors invest in mutual funds, such as managing inflation, expertise, convenience, and diversification. The conclusion emphasizes the importance of intelligent effort in investing.
mutual funds- investors need and investment objective
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help investors meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
Smart investment solution
Getting your investment portfolio in developing economies requires local experts with both international and local strategies to manage your assets for better return.
NIUT
National Investment Trust (NIUT) is Pakistan's largest and oldest mutual fund, with a portfolio valued at approximately Rs. 63 billion invested in around 389 listed Pakistani companies. NIUT has over 48,847 unit holders and invests primarily in equities that correlate highly with the Karachi Stock Exchange 100 index. The fund offers investors professional management, diversification, and convenience.
National Investment Trust (NIT)
The document discusses investment trusts and mutual funds. It provides information on the history and introduction of the National Investment Trust (NIT) in Pakistan, including its objectives to provide regular income and capital appreciation to unit holders. It describes NIT's portfolio, returns, restructuring program to modernize practices, and its mission to be a resourceful investment strategy for shareholders. NIT has over 62,000 unit holders and aims to maximize returns through investments in approximately 600 listed Pakistani companies.
4iP Investment Workshop Ed Finance Yorkshire
The document discusses Seedcorn funding, which provides financing for early-stage business concepts that are high-risk. It introduces the Finance Yorkshire Seedcorn Finance fund, which invests up to £780k in companies, as well as two other related funds. The goals are to support 10-15 potential "Beacon Companies" in Yorkshire and ensure financial sustainability and exits within 3-5 years. Eligible companies must have large market opportunities and barriers to competition. An example investment in a universal web video viewer startup is provided. Other sources of seedcorn funding are also outlined.
Unit Trust Fund: CIMB Islamic Asia Pacific Equity Fund vs CIMB-Principal ASEA...
This is our group assignment for Investment Analysis (FIN 4020) class. We were required to compare between the Islamic and conventional unit trust fund which are coming from the same category.
CIMB Stock Challenge Competition 2016 (FIN 4020)
This is our group project for Investment Analysis (FIN 4020) class. We were required to enter the CIMB Stock Challenge Competition 2016 and experienced the virtual stock trading. After the challenge ended, we were required to present our strategy and what we'd gain from the stock challenge. It was fun!
Mutual funds : Features and Classification
Mutual funds pool money from many investors to purchase securities like stocks, bonds, and money market instruments. The funds are managed by professionals who invest the money to generate returns for shareholders based on the fund's stated objectives. Mutual funds offer investors diversification, professional management, transparency, liquidity, and accessibility with their investments structured as either open-ended or close-ended funds focused on objectives like equities, debts, bonds, money markets, or balanced portfolios.
UBL Mutual Funds Report
This document provides a report on treasury and fund management by a group of 4 students. It includes:
- An overview of the Pakistani mutual funds industry, types of mutual funds, top 3 asset managers, and roles of various entities involved.
- A description of the methodology used for the project, which involved collecting secondary data on 4 UBL mutual funds over 3 years and analyzing performance, risk management, and portfolio composition.
- The objectives of the study are to analyze mutual funds' performance, portfolio valuation, and risk management, and to evaluate the funds' risk-return profiles using metrics like beta, standard deviation, and market correlation.
ISLAMIC UNIT TRUST AND ETF
The document discusses Islamic unit trusts and Islamic exchange-traded funds (ETFs). It provides an overview of Islamic unit trusts, including their history, structure, types of funds, and issues related to speculation, diversity of underlying equities, and global investments. It also discusses Islamic ETFs, defining them, comparing them to conventional ETFs, and outlining their structure and operation. Finally, it discusses some potential issues for Islamic ETFs regarding purification of earnings, liquidity, technical issues, compliance limitations, and asset allocation.
Private Equity & Venture Capital Course
The private equity cycle will be explored, including fundraising and structure, investment origination and valuation, value creation strategies, and exit strategies. Topics covered include private equity risk and return, analyzing fund investments, venture capital, buyout investments, initial public offerings, and secondary trading. The course employs lectures, case studies from various private equity markets, and discussions with industry speakers.
CV (Nora)
Noura Khalid Alnabet is seeking to expand her knowledge in a business environment. She holds a Bachelor's degree in Business Administration with a major in Finance and minor in Insurance from Al-Yamamah University. She has experience organizing university events and volunteering for charity. Her skills include Microsoft Office, organization, communication, time management, and teamwork.
what is Mutual Funds by Ihsanullah mansoor
I am Ihsanullah mansoor from Afghanistan currently enrolled student of the University of Haripur,Haripur,KPK,Pakistan at the department of management sciences.
Investment opportunities in nigeria presentation
The document outlines investment opportunities in Nigeria, identifying several viable sectors to invest in including oil and gas, agriculture, and extractive industries like coal, tin, and iron. It discusses how to successfully invest organizational funds by identifying investment opportunities, determining financial requirements and sources of finance, choosing an investment location with adequate infrastructure, and concluding that diversifying investments across multiple sectors can help protect against failure in any one area.
Money Management
This document discusses the basics of money management. It outlines the key components of a money management plan, including income, expenses, savings, reserve funds, charity, and investments. It emphasizes the importance of planning with long-term goals, creating budgets for certain time periods and projects, and ensuring income exceeds expenses to achieve positive savings. The document also notes that investments are made from savings after setting aside reserve funds and charity contributions, and that both increasing income and decreasing expenses are important for personal financial management.
PGI Fund Brochure
Principal Global Investors is a global asset management firm that offers investment solutions through independent specialist boutiques. It utilizes a multi-boutique approach across asset classes like equities, fixed income, real estate, and alternatives. The document provides an overview of Principal Global Investors' Dublin-domiciled UCITS fund range and the investment boutiques that manage the various strategies.
Money management (complete)
This document provides an overview of money management and investment strategies. It discusses determining risk appetite, permissible interest-based investments, and time horizons for short, medium, and long-term investments. Short-term investments of less than 6 months are limited to bank products, while medium-term investments up to 1 year can include commodities, shares, ETFs, and REITs. Long-term investments beyond 1 year can involve real estate as well as the other options. The document also addresses whether to pursue direct stock trading or invest in mutual funds and ETFs, noting that active stock trading would require a dedicated, skilled trader.
Obtain an Investor Visa in New Zealand
If you want to obtain an investor visa in New Zealand, in this presentation you can find the main types of such visas. For extensive information, please contact us at https://newzealandimmigration.lawyer/.
SUMMER TRAINING PROJECT PPTS
This document provides information about mutual funds in India. It discusses what a mutual fund is, how it works, the types of mutual fund schemes, the history and development of the mutual fund industry in India, and SBI Mutual Fund products. It also describes a study on the awareness and preferences of mutual funds among entrepreneurs in Chandigarh, India. The study examines entrepreneurs' reasons for investing or not investing in mutual funds and their preferences in investment options and portfolios.
Financial Times Fund Management_262x167_PAN EUR_ENG-2
This document provides information about an investment fund and disclaimers. It states that the document is solely for informational purposes and does not constitute an offer to buy or sell securities. Investors should seek their own advice about the suitability of any investment as neither the fund nor affiliated companies can be held liable for any recommendations. Key information about the fund such as costs, risks, and performance are available in documentation like the prospectus.
Mutual funds in Pakistan
A presentation covered the concept of mutual funds in Pakistan, including their advantages like diversification and professional management. It discussed types of mutual fund schemes structured by objectives and investments. Major mutual fund companies in Pakistan discussed were the National Investment Trust and Al Meezan Investment Management, the largest Shariah-compliant fund. The steps to invest in a mutual fund were also outlined.
ppt on mutual funds
A mutual fund pools money from many investors to purchase stocks, bonds, and other securities. It is managed by a professional fund manager who invests the money on behalf of the investors. A mutual fund provides diversification, affordable investment options, and convenience for investors. It allows individuals to hold a diversified portfolio of securities by investing small amounts of money alongside other investors. The first mutual fund in India was launched in 1964 by the Unit Trust of India (UTI).
Islamic Funds (1)
The document discusses various types of Islamic investment funds that have emerged globally, including equity, sukuk, money market, real estate, and private equity funds. It notes that as of 2012, over 750 Islamic funds globally managed $60 billion in assets, with the most popular being equity funds. The document outlines the characteristics and examples of different Islamic fund types and concludes that Islamic funds provide socially responsible and ethical investment opportunities for both Muslim and non-Muslim investors.
- investor needs and investmentmutual funds=
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help investors meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
mutual funds- investors need and investment objectives
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings, financing expenses, fighting inflation, and reducing taxes.
mutual funds- investors need and investment objectives
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings, financing expenses, fighting inflation, and reducing taxes.
mutual funds - investors need and investment
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
Mutual funds
Mutual funds pool money from many investors to invest in securities like stocks, bonds, and money market instruments. They are operated by money managers who attempt to produce capital gains and income for investors. Mutual funds are classified based on their structure as either open-ended or close-ended funds, and based on their investment objectives as equity, debt, balanced, money market, bond, government, municipal or corporate funds.
Comparaitive analysis of mutual funds
This document appears to be a project report analyzing the performance of the top 100 mutual funds in India compared to the Opportunities Fund offered by UTI Mutual Fund. The 3-page introduction provides background on mutual funds, their importance and advantages in India. It discusses the basic concepts of how mutual funds operate and pool money from investors. It also outlines the different types of mutual fund schemes based on their structure and investment objectives.
More Related Content
What's hot
Mutual funds : Features and Classification
Mutual funds pool money from many investors to purchase securities like stocks, bonds, and money market instruments. The funds are managed by professionals who invest the money to generate returns for shareholders based on the fund's stated objectives. Mutual funds offer investors diversification, professional management, transparency, liquidity, and accessibility with their investments structured as either open-ended or close-ended funds focused on objectives like equities, debts, bonds, money markets, or balanced portfolios.
UBL Mutual Funds Report
This document provides a report on treasury and fund management by a group of 4 students. It includes:
- An overview of the Pakistani mutual funds industry, types of mutual funds, top 3 asset managers, and roles of various entities involved.
- A description of the methodology used for the project, which involved collecting secondary data on 4 UBL mutual funds over 3 years and analyzing performance, risk management, and portfolio composition.
- The objectives of the study are to analyze mutual funds' performance, portfolio valuation, and risk management, and to evaluate the funds' risk-return profiles using metrics like beta, standard deviation, and market correlation.
ISLAMIC UNIT TRUST AND ETF
The document discusses Islamic unit trusts and Islamic exchange-traded funds (ETFs). It provides an overview of Islamic unit trusts, including their history, structure, types of funds, and issues related to speculation, diversity of underlying equities, and global investments. It also discusses Islamic ETFs, defining them, comparing them to conventional ETFs, and outlining their structure and operation. Finally, it discusses some potential issues for Islamic ETFs regarding purification of earnings, liquidity, technical issues, compliance limitations, and asset allocation.
Private Equity & Venture Capital Course
The private equity cycle will be explored, including fundraising and structure, investment origination and valuation, value creation strategies, and exit strategies. Topics covered include private equity risk and return, analyzing fund investments, venture capital, buyout investments, initial public offerings, and secondary trading. The course employs lectures, case studies from various private equity markets, and discussions with industry speakers.
CV (Nora)
Noura Khalid Alnabet is seeking to expand her knowledge in a business environment. She holds a Bachelor's degree in Business Administration with a major in Finance and minor in Insurance from Al-Yamamah University. She has experience organizing university events and volunteering for charity. Her skills include Microsoft Office, organization, communication, time management, and teamwork.
what is Mutual Funds by Ihsanullah mansoor
I am Ihsanullah mansoor from Afghanistan currently enrolled student of the University of Haripur,Haripur,KPK,Pakistan at the department of management sciences.
Investment opportunities in nigeria presentation
The document outlines investment opportunities in Nigeria, identifying several viable sectors to invest in including oil and gas, agriculture, and extractive industries like coal, tin, and iron. It discusses how to successfully invest organizational funds by identifying investment opportunities, determining financial requirements and sources of finance, choosing an investment location with adequate infrastructure, and concluding that diversifying investments across multiple sectors can help protect against failure in any one area.
Money Management
This document discusses the basics of money management. It outlines the key components of a money management plan, including income, expenses, savings, reserve funds, charity, and investments. It emphasizes the importance of planning with long-term goals, creating budgets for certain time periods and projects, and ensuring income exceeds expenses to achieve positive savings. The document also notes that investments are made from savings after setting aside reserve funds and charity contributions, and that both increasing income and decreasing expenses are important for personal financial management.
PGI Fund Brochure
Principal Global Investors is a global asset management firm that offers investment solutions through independent specialist boutiques. It utilizes a multi-boutique approach across asset classes like equities, fixed income, real estate, and alternatives. The document provides an overview of Principal Global Investors' Dublin-domiciled UCITS fund range and the investment boutiques that manage the various strategies.
Money management (complete)
This document provides an overview of money management and investment strategies. It discusses determining risk appetite, permissible interest-based investments, and time horizons for short, medium, and long-term investments. Short-term investments of less than 6 months are limited to bank products, while medium-term investments up to 1 year can include commodities, shares, ETFs, and REITs. Long-term investments beyond 1 year can involve real estate as well as the other options. The document also addresses whether to pursue direct stock trading or invest in mutual funds and ETFs, noting that active stock trading would require a dedicated, skilled trader.
Obtain an Investor Visa in New Zealand
If you want to obtain an investor visa in New Zealand, in this presentation you can find the main types of such visas. For extensive information, please contact us at https://newzealandimmigration.lawyer/.
SUMMER TRAINING PROJECT PPTS
This document provides information about mutual funds in India. It discusses what a mutual fund is, how it works, the types of mutual fund schemes, the history and development of the mutual fund industry in India, and SBI Mutual Fund products. It also describes a study on the awareness and preferences of mutual funds among entrepreneurs in Chandigarh, India. The study examines entrepreneurs' reasons for investing or not investing in mutual funds and their preferences in investment options and portfolios.
Financial Times Fund Management_262x167_PAN EUR_ENG-2
This document provides information about an investment fund and disclaimers. It states that the document is solely for informational purposes and does not constitute an offer to buy or sell securities. Investors should seek their own advice about the suitability of any investment as neither the fund nor affiliated companies can be held liable for any recommendations. Key information about the fund such as costs, risks, and performance are available in documentation like the prospectus.
Mutual funds in Pakistan
A presentation covered the concept of mutual funds in Pakistan, including their advantages like diversification and professional management. It discussed types of mutual fund schemes structured by objectives and investments. Major mutual fund companies in Pakistan discussed were the National Investment Trust and Al Meezan Investment Management, the largest Shariah-compliant fund. The steps to invest in a mutual fund were also outlined.
ppt on mutual funds
A mutual fund pools money from many investors to purchase stocks, bonds, and other securities. It is managed by a professional fund manager who invests the money on behalf of the investors. A mutual fund provides diversification, affordable investment options, and convenience for investors. It allows individuals to hold a diversified portfolio of securities by investing small amounts of money alongside other investors. The first mutual fund in India was launched in 1964 by the Unit Trust of India (UTI).
Islamic Funds (1)
The document discusses various types of Islamic investment funds that have emerged globally, including equity, sukuk, money market, real estate, and private equity funds. It notes that as of 2012, over 750 Islamic funds globally managed $60 billion in assets, with the most popular being equity funds. The document outlines the characteristics and examples of different Islamic fund types and concludes that Islamic funds provide socially responsible and ethical investment opportunities for both Muslim and non-Muslim investors.
What's hot (16)
Financial Times Fund Management_262x167_PAN EUR_ENG-2
Financial Times Fund Management_262x167_PAN EUR_ENG-2
Similar to Mutual funds investor needs and investment objectives
- investor needs and investmentmutual funds=
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help investors meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
mutual funds- investors need and investment objectives
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes important factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings, financing expenses, fighting inflation, and reducing taxes.
mutual funds- investors need and investment objectives
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings, financing expenses, fighting inflation, and reducing taxes.
mutual funds - investors need and investment
This document discusses mutual funds and investor needs and objectives. It defines mutual funds as investment vehicles that pool funds from investors to invest in securities like stocks, bonds, and money market instruments. The document outlines the types of investors and their common needs, such as earning returns, providing for the future, and generating funds for specific goals. It also describes factors for investors to consider before investing in mutual funds, like objectives, fees, performance, managers, and risk tolerance. Finally, it lists some common investment objectives like increasing income or savings and reasons why mutual funds can help meet those objectives, such as managing inflation, providing expertise, convenience, diversification, and liquidity.
Mutual funds
Mutual funds pool money from many investors to invest in securities like stocks, bonds, and money market instruments. They are operated by money managers who attempt to produce capital gains and income for investors. Mutual funds are classified based on their structure as either open-ended or close-ended funds, and based on their investment objectives as equity, debt, balanced, money market, bond, government, municipal or corporate funds.
Comparaitive analysis of mutual funds
This document appears to be a project report analyzing the performance of the top 100 mutual funds in India compared to the Opportunities Fund offered by UTI Mutual Fund. The 3-page introduction provides background on mutual funds, their importance and advantages in India. It discusses the basic concepts of how mutual funds operate and pool money from investors. It also outlines the different types of mutual fund schemes based on their structure and investment objectives.
100667269 investor-s-perception-towards-mutual-funds-project-report
The document provides an introduction to mutual funds including definitions, history, and classifications of mutual fund schemes. It discusses the value chain of mutual funds including sponsors, asset management companies, trustees, custodians, and unit holders. It also summarizes different types of mutual fund schemes such as growth, income, balanced, money market, gilt, and index funds. The document provides an overview of mutual funds and different investment avenues in India.
Asset Management Company
Presentation on Asset Management Company and its functions
Presented by
Sanoob Sidiq
Rimsha Fathima
SMS CUSAT MBA
Angelchetna2
This document provides an introduction to mutual funds, including their organization, types of schemes, advantages, and disadvantages. It discusses the key entities involved in a mutual fund such as the sponsor, trustees, asset management company, custodian, and registrars. It also outlines various types of mutual fund schemes according to structure and investment objectives. The main advantages are professional management, diversification, economies of scale, and low costs, while potential disadvantages include costs, dilution, and taxes.
Mutual funds
A mutual fund is a pool of money collected from investors that is invested in stocks, bonds, and other securities. The money is professionally managed by an asset management company and investors own shares or units of the fund. Mutual funds are regulated by the Securities and Exchange Board of India and offer investors diversification, professional management, and low costs. They contribute to the Indian economy by providing investment opportunities for household savings and developing financial markets.
How to choose the right mutual fund
Before investing in mutual funds, there are many factors you need to know. Here are some of the things you should be careful about before selecting or picking the right mutual fund scheme for investment.
https://quest.finology.in/courses/how-to-pick-right-mutual-fund
Mutual funds
It gives overall idea about the mutual funds. History of Mutual Funds, how it works and the types of mutual funds. Advantages and disadvantages of mutual funds and why mutual funds are subjected to market risks.
Mutual funds
It contains the meaning, structure as well as types of mutual funds in which an investor can invest catering to his needs.
What are mutual funds
Mutual funds in Pakistan allow small investors to invest in a diversified portfolio managed by professionals. There are two types of mutual funds - open-ended funds that continuously issue and redeem units, and close-ended funds that are listed on the stock exchange. Mutual funds are operated by asset management companies and regulated by the Securities and Exchange Commission of Pakistan. Mutual funds offer benefits like accessibility, liquidity, diversification, and professional management.
what is Mutual funds and its types by Ihsanullah mansoor
I am ihsanullah basically from Afghanistan currently enrolled student of the University of Haripur,Haripur,KPK ,Pakistan
Mohit report
The document provides an overview of mutual funds in India, including:
1) It defines mutual funds as pooled investment funds that allow investors to invest in a diversified portfolio managed by fund managers.
2) It describes the structure of mutual funds in India including sponsors, trustees, asset management companies, custodians, and SEBI regulations.
3) It outlines different types of mutual fund schemes according to structure, investment objectives, and maturity periods.
Internship project
The document discusses mutual funds and ICICI Securities. It provides an overview of mutual funds, including their advantages like professional management, diversification, and convenience. It also discusses types of mutual funds such as close-ended, open-ended, and tax saving schemes. The document then provides details about ICICI Securities, including its mission to create informed access to wealth for clients through services like investment banking, broking, and financial product distribution. ICICI Securities operates out of 66 cities in India and has global offices in Singapore and New York.
Mutual Funds
Understand what is Mutual Fund, advantages of investing in Mutual Funds, its process, etc. To know or invest in mutual funds visit: www.karvyonline.com or call us on 18004198283.
Mutual fund in pakistan
This document provides an overview of mutual funds in Pakistan. It discusses key topics such as:
- What a mutual fund is and how it pools investments from many investors.
- The various parties involved in mutual funds, including asset management companies, fund managers, trustees, custodians, and the regulator (SECP).
- The different types of mutual funds based on maturity (open-ended and closed-ended) and investment strategies (equity, balanced, income, money market funds).
- A brief history of mutual funds and how they were introduced in Europe, the US, and Pakistan.
- The rules and regulations governing mutual funds in Pakistan set by the SECP.
So
Unit 1 introduction to investment & portfolio management
The document provides an introduction to investment and portfolio management. It defines key terms like individual investor, investment, economic investment, and financial investment. It discusses the different objectives of investment such as financial objectives, personal objectives, and objectives based on the investor's approach like short-term vs long-term priorities. It also covers the concepts of portfolio, the investment process of setting policies, analyzing investments, creating a diversified portfolio, revising it over time, and evaluating performance. It distinguishes between investment and speculation.
Similar to Mutual funds investor needs and investment objectives (20)
mutual funds- investors need and investment objectives
mutual funds- investors need and investment objectives
mutual funds- investors need and investment objectives
mutual funds- investors need and investment objectives
100667269 investor-s-perception-towards-mutual-funds-project-report
100667269 investor-s-perception-towards-mutual-funds-project-report
what is Mutual funds and its types by Ihsanullah mansoor
what is Mutual funds and its types by Ihsanullah mansoor
Unit 1 introduction to investment & portfolio management
Unit 1 introduction to investment & portfolio management
Recently uploaded
ANATOMY AND BIOMECHANICS OF HIP JOINT.pdf
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
How to deliver Powerpoint Presentations.pptx
"How to make and deliver dynamic presentations by making it more interactive to captivate your audience attention"
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 9 CẢ NĂM - GLOBAL SUCCESS - NĂM HỌC 2024-2025 - ...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 9 CẢ NĂM - GLOBAL SUCCESS - NĂM HỌC 2024-2025 - ...Nguyen Thanh Tu Collection
https://app.box.com/s/tacvl9ekroe9hqupdnjruiypvm9rdaneNatural birth techniques - Mrs.Akanksha Trivedi Rama University
Natural birth techniques - Mrs.Akanksha Trivedi Rama UniversityAkanksha trivedi rama nursing college kanpur.
Natural birth techniques are various type such as/ water birth , alexender method, hypnosis, bradley method, lamaze method etcHow to Fix the Import Error in the Odoo 17
An import error occurs when a program fails to import a module or library, disrupting its execution. In languages like Python, this issue arises when the specified module cannot be found or accessed, hindering the program's functionality. Resolving import errors is crucial for maintaining smooth software operation and uninterrupted development processes.
BBR 2024 Summer Sessions Interview Training
Qualitative research interview training by Professor Katrina Pritchard and Dr Helen Williams
How to Make a Field Mandatory in Odoo 17
In Odoo, making a field required can be done through both Python code and XML views. When you set the required attribute to True in Python code, it makes the field required across all views where it's used. Conversely, when you set the required attribute in XML views, it makes the field required only in the context of that particular view.
Leveraging Generative AI to Drive Nonprofit Innovation
In this webinar, participants learned how to utilize Generative AI to streamline operations and elevate member engagement. Amazon Web Service experts provided a customer specific use cases and dived into low/no-code tools that are quick and easy to deploy through Amazon Web Service (AWS.)
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
Chapter 4 - Islamic Financial Institutions in Malaysia.pptxMohd Adib Abd Muin, Senior Lecturer at Universiti Utara Malaysia
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
The Diamonds of 2023-2024 in the IGRA collection
A review of the growth of the Israel Genealogy Research Association Database Collection for the last 12 months. Our collection is now passed the 3 million mark and still growing. See which archives have contributed the most. See the different types of records we have, and which years have had records added. You can also see what we have for the future.
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Aberdeen
How to Manage Your Lost Opportunities in Odoo 17 CRM
Odoo 17 CRM allows us to track why we lose sales opportunities with "Lost Reasons." This helps analyze our sales process and identify areas for improvement. Here's how to configure lost reasons in Odoo 17 CRM
Pollock and Snow "DEIA in the Scholarly Landscape, Session One: Setting Expec...
Pollock and Snow "DEIA in the Scholarly Landscape, Session One: Setting Expec...National Information Standards Organization (NISO)
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.Walmart Business+ and Spark Good for Nonprofits.pdf
"Learn about all the ways Walmart supports nonprofit organizations.
You will hear from Liz Willett, the Head of Nonprofits, and hear about what Walmart is doing to help nonprofits, including Walmart Business and Spark Good. Walmart Business+ is a new offer for nonprofits that offers discounts and also streamlines nonprofits order and expense tracking, saving time and money.
The webinar may also give some examples on how nonprofits can best leverage Walmart Business+.
The event will cover the following::
Walmart Business + (https://business.walmart.com/plus) is a new shopping experience for nonprofits, schools, and local business customers that connects an exclusive online shopping experience to stores. Benefits include free delivery and shipping, a 'Spend Analytics” feature, special discounts, deals and tax-exempt shopping.
Special TechSoup offer for a free 180 days membership, and up to $150 in discounts on eligible orders.
Spark Good (walmart.com/sparkgood) is a charitable platform that enables nonprofits to receive donations directly from customers and associates.
Answers about how you can do more with Walmart!"
PCOS corelations and management through Ayurveda.
This presentation includes basic of PCOS their pathology and treatment and also Ayurveda correlation of PCOS and Ayurvedic line of treatment mentioned in classics.
Recently uploaded (20)
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 9 CẢ NĂM - GLOBAL SUCCESS - NĂM HỌC 2024-2025 - ...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 9 CẢ NĂM - GLOBAL SUCCESS - NĂM HỌC 2024-2025 - ...
Natural birth techniques - Mrs.Akanksha Trivedi Rama University
Natural birth techniques - Mrs.Akanksha Trivedi Rama University
Leveraging Generative AI to Drive Nonprofit Innovation
Leveraging Generative AI to Drive Nonprofit Innovation
Liberal Approach to the Study of Indian Politics.pdf
Liberal Approach to the Study of Indian Politics.pdf
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
Chapter 4 - Islamic Financial Institutions in Malaysia.pptx
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
What is Digital Literacy? A guest blog from Andy McLaughlin, University of Ab...
How to Manage Your Lost Opportunities in Odoo 17 CRM
How to Manage Your Lost Opportunities in Odoo 17 CRM
Pollock and Snow "DEIA in the Scholarly Landscape, Session One: Setting Expec...
Pollock and Snow "DEIA in the Scholarly Landscape, Session One: Setting Expec...
Walmart Business+ and Spark Good for Nonprofits.pdf
Walmart Business+ and Spark Good for Nonprofits.pdf
Film vocab for eal 3 students: Australia the movie
Film vocab for eal 3 students: Australia the movie
Mutual funds investor needs and investment objectives
- 1. MUTUAL FUNDS-INVESTOR NEEDS AND INVESTMENT OBJECTIVES PRESENTED BY: AYUSHI GOLECHHA (450) EKTA JANGID (453) MAHENDRA SINGH SODHA (455) MBA IV SEMESTER
- 2. CONTENTS MUTUAL FUNDS WORKING WHO ARE INVESTORS?? NEEDS OF INVESTORS BEFORE INVESTING IN MF’S INVESTMENT OBJECTIVES WHY DO INVESTORS NEED TO INVEST IN MUTUAL FUNDS? CONCLUSION
- 3. MUTUAL FUNDS An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
- 5. WHO ARE INVESTORS?? An investor is a person who allocates capital with the expectation of a future financial return. Types of investment include : mutual funds, equity, debt securities , real estate currency, commodity. Someone who provides a business with capital and someone who buys a stock are both investors. An investor who owns a stock is a shareholder.
- 6. NEEDS OF INVESTORS Earn return on idle resources Make a provision of uncertain future Generate a specified sum of money for specified goal in life
- 7. BEFORE INVESTING IN MF’S Match your objectives Charges and fees Evaluate performance Fund managers capabilities Risk vs Reward Tax treatment
- 8. INVESTMENT OBJECTIVES Why are you investing? Increase income Increase saving Finance expenses Fight inflation Reduce tax liability Buying home, building a retirement corpus, child’s education and marriage, legacy planning
- 9. WHY DO INVESTORS NEED TO INVEST IN MUTUAL FUNDS? Manage inflation Expertise Convenience Economical Diversification Liquidity High return Safe and transparent
- 10. CONCLUSION Making money on investing should depend “on the amount of intelligent effort the investor is willing and able to bring to bear on his task” of security analysis.