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Mutual funds & Hedge funds (2, Mutual Funds & ETFs (Mutual Funds…
Mutual funds & Hedge funds
2, Mutual Funds & ETFs
Mutual Funds
Structure
Investment policies
How they are sold
Fee structure
Operating expenses
Front end load
Back end load
12b-1 charges
Fees and returns
Power of compounding
Exchange Traded Funds (ETFs)
Advantages & Disadvantages
Commodity ETFs
Mutual Fund Performance
Mutual Funds Prospectus
1, Investment companies
Role
Pool funds
Net asset value (NAV)
NAV=(MARKET VALUE OF ASSETS - LIABILITIES) / SHARES OUTSTANDING
Services provided:
Reduced transaction costs-economies of scale
Diversification & divisibility
Professional management
Administration & record keeping
Types
Governance
Open Ended Fund
Closed Ended Fund
3, Hedge Funds
Introduction and history
Hedge Fund vs Mutual Fund
Hedge fund leverage
Hedge fund strategies