With so many different investment funds available, understanding which is the best for you can be a daunting task. So in this course, we take you step-by-step through the things you need to understand and consider to enable you to make the right choice.
This course will teach you what you need to know about choosing a fund that’s right for you. From understanding what different types of funds are available and what they can bring to your portfolio, through to helping you identify your investment goals so that you can choose a fund that meets your needs.
Key Focus Areas
These will include:
How to identify your investment goals
What returns you should realistically expect from your investments
How to increase your returns
What funds contain and how their contents can affect the risk and return of your investment
How a fund is legally “wrapped” and the impact of this on your investment
What a key investor information document (KIID) is and how to understand it
What accumulation and income funds are and which are best for you
How to know if you are buying high-risk funds
How many funds do you need to buy
What the difference is between active and passive funds and what the pros and cons of each are
Course Breakdown
This course will take you through the following content:
Know your investment goal
Risk capacity
Investment Horizon
Arse capacity
What returns to expect
Keep your fees low
What a fund contains
Stocks & shares
Bonds
Real estate
Commodities
Multi asset funds
How the fund is legally “wrapped”
Accumulation & income
Actively managed or passive
Income
Risks
Bond fund risks
Currency risks and hedged funds
Leverage
How many funds should you buy
How to read a key investor information document (KIID)
