The most efficient vehicle to invest as a lump sum or as a SIP. Suitable for both for beginners and seasoned investors.
A Mutual Fund is the easiest and an affordable way to wealth creation. By investing in mutual funds you can create a diversified investment portfolio without having to directly manage the securities or other market-linked investments.
It is an investment vehicle where funds from multiple investors like you are pooled together to collectively invest in a diversified portfolio of stocks, bonds, or other securities.
The pooling of the funds and the management of the portfolio is handled by an Asset Management Company(AMC) and a team of professional fund managers.
In simple words, A mutual fund is a bucket of investments. Each bucket may hold a few or many investments like shares and/or bonds. So, when you buy a mutual fund, you are buying a collection of investments.
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"Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks. " - Scott Cook
You can invest in International Mutual Funds in US Dollars and a choice of other currencies to help you;
One of the most transparent industries
Equity Funds - Investing in Stocks/Shares of listed companies.There are different types within this category each with its own focus.
Funds which invest based on the size of the companies, such as small-cap, mid-cap, or large-cap
Funds that are named based on their investment approach, like aggressive growth, income-oriented, or value.
Equity Mutual funds are identified on the fact sheet with a investment style box that looks like this.
Source: https://www.jrbcj.org
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Every mutual fund has a specific objective/goal. Through this statement, the fund manager states the purpose, scope, and management style of the fund.
For Eg: BGF World Technology Fund
"The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund’s assets. The Fund invests globally at least 70% of its total assets in the shares of companies the main business of which is in the technology sector."
The AMC calculates the NAV at the end of each trading day. It reflects the total value of the portfolio, minus the charges and liabilities of the fund.
The NAV of the fund fluctuates almost every trading day depending on the value of its underlying asset( Stocks / Bonds etc...)
Mutual funds can generate returns for you through various mechanisms, and the performance of the funds is closely tied to the performance of the underlying assets within the fund's portfolio.
Here are the primary ways by which mutual funds generate returns:
Mutual funds may use derivative instruments such as options and futures contracts. Gains or losses from these derivatives can impact the fund's returns. While derivatives can enhance returns, they also introduce additional risks and complexities.
It's important to note that mutual fund returns are subject to market fluctuations, and there are risks involved.
The performance of a mutual fund depends on the skill of the fund manager, economic conditions, and the behavior of the financial markets. You should carefully consider your investment goals, risk tolerance, and the fund's strategy before investing in a mutual fund.
You may consult a professional financial planner or investment advisor to help you select suitable mutual funds that align with your goals and personal situations.
Choose from the widest range of mutual funds across multiple asset classes, geographies, and industries.
The following are some of the leading Asset Management companies you can select from to build a robust investment portfolio;
Leading International providers like MetLife, Zurich, Utmost, Friends Provident International and Hansard offer a wide choice of International Mutual Funds on their platforms, helping you invest and grow your wealth.
You can also invest via Trading & Open architecture platforms like Saxo Bank, & Ardan Wealth Platform.
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You can build a well-diversified investment portfolio by including funds from the following asset classes;
Yes, I will help you build and manage your portfolio. We will review your investment every 6 months and rebalance it or make other necessary changes in light of market movements.
Fee-based and commission-based compensation models exist. Depending on your investment goals and solutions shortlisted the compensation model will be applicable.
You will receive a written confirmation of the charges to help you understand the compensation model after our initial meeting.