In these turbulent times, portfolio returns can swing violently from month to month. To ameliorate this problem, investors sought out funds and trusts to stabilise returns and diversify their portfolio risks. But are funds really a place of safety? And which funds should investors turn to?
To answer these questions, an understanding of equity funds/trusts is required. For example,
Holdings - most investment entities hold numerous financial instruments according to some pre-defined guidelines. Knowing what these guidelines are is essential. Parameters that dictate holdings include:
Markets - where the fund is operating, eg is the fund a glob...
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