How to read a fund fact sheet - Rands and Sense by 10X скачать в хорошем качестве

How to read a fund fact sheet - Rands and Sense by 10X

Ok so you've invested, or you're looking to invest, but... how do you know whether a particular fund is for you? In this video, 10X Investments Portfolio Manager Bianca Philogene walks us through making sense of fund fact sheets. In summary: Understand the risk profile and time horizon of the fund to know whether it might meet your investment objectives; Know what costs you are incurring, as your return is always net of costs Look at how the fund has performed recently and over different lengths of time Understand what assets the fund is invested in - e.g. equities, property, bonds, cash, etc. Rands and Sense by 10X is a video platform dedicated to giving South Africans the information they need to feel confident in making informed decisions about their investments and financial futures. At 10X We believe that the basic building blocks of a comfortable financial future can be understood by everyone, and that everyone should feel empowered to make investment choices they believe in, as they pursue the future they want. https://www.10x.co.za/