Understand what happens behind the scenes after you invest.
NAV stands for Net Asset Value. It is the price of one unit of a fund, calculated once a day after the markets close.…
Your money does not sit with the fund house. It goes to a custodian, a separate regulated institution that holds the…
Each fund has a named fund manager, often with a co-manager and a team of analysts behind them. Their job is to pick…
The expense ratio is the yearly cost of owning the fund, expressed as a percentage of your investment. If the ratio is…
Funds make money in three ways. The holdings rise in price, which lifts the NAV. The holdings pay income, dividends…
Every investment has a possible reward and a possible loss, and the two are tied together. Nothing that can give you 15…
Six questions read how much risk you can hold and whether you reach for the proven or the new. Your portfolio follows from that. No income question, no sign-up before the result.
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