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Changing the existing mix of securities. •Availability of additional funds for investment •Change in risk tolerance •Change in the investment goals •Need to liquidate…

Economy & Finance Unit Trust Learning Goals Understand what is Unit Trust.

1. Unit Trust 2. Learning Goals Understand what is Unit Trust. Differentiate between type of Unit Trust and type of Unit Trust fund. 3. What is Unit Trust? A pooled investment…

Business Your guide to investment trusts.

1. Your guide to investment trusts. We’ll show you an easier way to enjoy greater potential returns. 2. With their many attractions, it is perhaps not surprising that investment…

Economy & Finance Mutual fund

1. MUTUAL FUNDCIBM,SANGHOL 2. MUTUAL FUNDS Amutual fund is a common pool of money into which investors place their contributions that are to be invested in different types…

Documents Copyright K. Cuthbertson and D. Nitzsche 1 LECTURE : PORTFOLIO THEORY AND RISK Note that only a...

Slide 1 Copyright K. Cuthbertson and D. Nitzsche 1 LECTURE : PORTFOLIO THEORY AND RISK Note that only a selection of these slides will be dealt with in detail, in the lecture…

Documents Efficiency of Markets Prof. Leighton Vaughan Williams Professor of Economics and Finance Nottingham....

Slide 1 Efficiency of Markets Prof. Leighton Vaughan Williams Professor of Economics and Finance Nottingham Business School Nottingham Trent University Slide 2 Sell in May,…

Documents Option Pricing.. Stochastic Process A variable whose value changes over time in an uncertain way is....

Option Pricing . Stochastic Process A variable whose value changes over time in an uncertain way is said to follow a stochastic process. Stochastic processes can be “discrete…

Documents Deep Value Microcap Fund IM

DEEP VALUE MICROCAP FUND “Capturing Value” INFORMATION MEMORANDUM DRAFT ONLY Issued February 16th, 2009 A S S E T M A N A G E M E N T Trustee & Manager Microequities…