tick2trade

Module 11 · 4 chapters

Mutual funds and a personal plan

A mutual fund is a portfolio owned by many people, run under a stated mandate, with a daily price equal to the value of the holdings divided by the number of units. This chapter explains the plumbing so the return you see is the return you actually get.

  1. 01A fund is a shared portfolio
  2. 02Active funds and index funds
  3. 03Costs and a systematic instalment
  4. 04Reading a factsheet