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Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See
 
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http://sensibleinvesting.tv -- the independent voice of passive investing A remarkable 54-minute film featuring some of the world's top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance - and why active costs more * how passive investing offers the best experience for the vast majority of investors * the benefits of a diversified portfolio in guaranteeing consistent returns * why passive investing is better for your health * why active investing has held sway for so many years.... * ... but why things may be changing * and why passive is the rational, mathematically proven route to investing success. Investing for the future... It's an issue none of can afford to ignore. No one's job is safe these days... How would you cope if you lost yours? We're all living longer too... So are you saving enough to fund 25 years or more of retirement? Can you really afford to pay for your children or grandchildren to go to university - or help them onto the property ladder? And what about all those holidays you promised yourself? We entrust the vast bulk of our investments to fund managers. Here in the UK, according to Her Majesty's Treasury, the industry has more than four TRILLION pounds of investors' money under management. Fund managers invest people's savings wherever they see fit - mainly in equities, or shares in listed companies. They claim to be experts at making our making grow, using their expert knowledge to pick the shares that will outperform the market. But all too often the returns they produce are considerably lower than the average return of a benchmark index like the FTSE 100 - or the S&P 500 in the States. For veteran investment guru John Bogle, the problem is simple. Fund managers just aren't as smart as they like to think they are. As it means trading against the view of numerous market participants with superior information, buying or selling a security is effectively just a bet. So, whilst your fund manager might lead you to believe it's his knowledge or intelligence that enables you to beat the market, he's really no better than a gambler. So, you might be lucky enough to choose the right fund manager. But you could just as easily pick the wrong one. According to the financial services company Bestinvest, there are currently nearly £10 billion of UK investors' money languishing in what it calls dog funds - in other words, funds which have underperperformed their benchmark index for at least three consecutive years. Ultimately, of course, fund managers are businesses. They exist to make money for themselves. They want our business - even if it means persuading us to invest in a fund which they themselves wouldn't want to put their own money in. It's now time to look at what it actually costs us to invest. Fund managers are, of course, businesses. And, like all business, they have overheads. Running a big fund management company doesn't come cheap - esepcially when top managers earn around £2 million a year, including bonuses. And remember, it's you, the customer, who picks up the tab. Ultimately, though, fund managers need to make a profit. In fact they'e making around £10 billion from us every year - and that's regardless of whether or not they manage to produce a profit for us. Part of the challenge is working out exactly what we are being charged. Investors typically use something called the annual Total Expense Ratio, or TER, to compare the cost of investing in different funds. But, the TER excludes dealing commission, stamp duty and other turnover costs that can add considerably to the expense of investing over time. So, apart from those hidden charges, what else are we having to pay? More importantly, what sort of impact do charges have on the value of our investments? And the bad news doesn't stop there. Despite a marked increase in competition, management charges in the UK have been steadily rising over the last ten years. There are some encouraging signs for consumers. The FSA's Retail Distribution Review will require fund managers to be fairer and more transparent when it comes to charges. In the meantime, investors should be on their guard. For more videos like this one, visit http://sensibleinvesting.tv
Views: 316507 Sensible Investing
Investment Basics: What is the difference between UITF and Mutual Fund?
 
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Learn the difference between a Unit Investment Trust Fund (UITF) and Mutual Fund, and determine which fund you should invest in as BPI Asset Management's Investment Counselor, Enzo Cuevas, explains how this type of funds work. Find out how you can compute for your Return on Investment (ROI) too. To know more about BPI's investment funds, contact our Investment Counselors through: Website: www.bpiassetmanagement.com E-mail: [email protected] Telephone Numbers: +632 816-9944, +632 816-9920 ---------------------------------------------------------------- This material, which is strictly for information purposes only, is for your sole use, and does not constitute a recommendation or an offer to sell or a solicitation to buy any financial product. Past performance is not a guarantee of future results. The views expressed in this report reflect the writer’s personal views and not necessarily the Bank of the Philippine Islands’.
Understanding Investment Risks
 
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Investing gives you the opportunity to grow your money, however it comes with a certain amount of risk. Successful investing is about finding the right balance between the level of risk you are comfortable with and your expectations of return. So before starting to invest, it is best to be familiar with the different types of risks that may affect your investment. Watch this video to know more about the different types of investment risks. To know more about investing, you may also get in touch with our Investment Counselors through: Telephone Numbers: 816-9095, 975-6446, 211-1404 E-mail: [email protected] Website: www.bpiassetmanagement.com
How Do REITs Work?
 
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REITs, or real estate investment trusts, were created by Congress in 1960 to give all individuals the opportunity to benefit from investing in income-producing real estate. REITs allow anyone to own or finance properties the same way they invest in other industries, through the purchase of stock. In the same way shareholders benefit by owning stocks in other corporations, the stockholders of a REIT earn a share of the income produced through real estate investment, without actually having to go out and buy or finance property. This video provides some insight into what REITs are and how they work. The REIT industry has a diverse profile, which offers many benefits. REITs often are classified in one of two categories: Equity REITs or Mortgage REITs. Equity REITs own a wide range of property types including offices, shopping centers, hotels, apartments and much more. Equity REITs derive most of their revenue from rent on those properties. Mortgage REITs may finance both residential and commercial properties. Mortgage REITs get most of their revenue from interest earned on their investments in mortgages or mortgage backed securities. In addition, REITs may be publicly registered with the SEC and have their shares listed and traded on major stock exchanges, or they may be publicly registered with the SEC but not have their shares listed or traded on major stock exchanges, or they may be private companies (not registered with the SEC and not having their shares listed or traded on a stock exchange. Regardless of the type, REITs operate under a specific set of rules established by Congress. A REIT is an entity that: • is modeled after mutual funds • is treated by the Internal Revenue Code as a corporation • must be widely held by shareholders • must primarily own or finance real estate, and • must own its real estate with a longterm investment horizon. The IRS implements the REIT rules and oversees what qualifies as a REIT. The Internal Revenue Code requires a REIT to adhere to the following essential rules: at least 75 percent of the corporation's income must be earned from real estate as rent, real estate interest or from the sales of real estate assets; at least 75 percent of the corporation's assets must be real estate assets; and, at least 95 percent of income must be passive. REITs are required to distribute at least 90 percent of taxable income annually to shareholders as taxable dividends. In other words, a REIT cannot retain its earnings. Like a mutual fund, a REIT receives a dividends-paid deduction so no tax is paid at the entity level if 100 percent of income is distributed. REIT shareholders pay taxes on dividends at ordinary rates versus the lower qualified rate. Over time, REITs and the rules and regulations that govern them have evolved to meet the changing needs of the real estate industry and the broader economy. But throughout that process, REITs have remained true to the mission laid out by Congress in 1960: to make the benefits of income-producing real estate accessible to anyone and everyone. And that's still how they work today. By Mitch Irzinski
Views: 1016234 Nareit1
Mutual Funds and Investment Trusts
 
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Funds pool money put in by lots of different people, and invest the money to give those people a return. Different types of funds invest in different asset classes. Most funds will try to hold a wide variety of investments in their portfolios, so that they avoid having too much exposure to any single investments.
Views: 10308 hubbis
How Does a Trust Work?
 
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A trust may not be right for everyone, but they may play a key role in proper estate planning! http://www.boonewealth.com A lot of people think trusts are only for the super wealthy -- not true. Trusts can benefit anyone who wants to manage how they leave their money to their family. A trust can give you control over who gets what, and when, how they get it, and why. How do trusts work? Trusts are like containers you can put things in to. You, the grantor, can place assets - like your house, life insurance policies, investments, and other possessions - into a trust. These assets become property of the trust, and are managed by your trustee. You appoint the trustee to ensure your wishes are carried out. As grantor, you decide who receives the assets inside your trust. Typically, your spouse, your children, grandchildren, and charities of your choice are the beneficiaries who receive the assets held in trust. When you create a trust, you determine how the funds inside your trust will be used, and when they will be dispersed. For example, you may want to use assets in your trust to jump-start your children's careers when they're 25. Or supplement their retirement when they turn 60. Or pay college tuition expenses for your grandchildren. Or provide annual scholarships to your alma mater. Your appointed trustee ensures everything is managed according to your instructions. It's important to know there are different kinds of trusts for different purposes. Some are designed to manage who receives your assets, and when. Others may offer tax planning benefits. Make sure you work with financial experts, so that your trusts are properly structured to carry out your specific intentions. Trusts can offer you and your family many financial advantages. Talk with your advisor and an estate planning attorney. Find out how trusts can help you create a lasting legacy for those you love the most.
Views: 85928 Boone Wealth Advisors
What Is An Investment Trust Company?
 
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Googleusercontent search. An investment trust has a fixed number of shares. Henderson's james de 7 sep 2015 investment trusts, also called companies, are often referred to as 'closed ended'. It also means the underlying capital investment base is relatively stable an trust a public limited company (plc) traded on london stock exchange, so investors buy and sell from market. Investment trusts a beginner's guide what investment. As with any company quoted on the stock market, investment trusts have definition of trust type firm formed for holding how to invest in a is one most basic skills master unit (uit) an that offers fixed portfolio, generally stocks and bonds, as redeemable units investors specific 27 feb 2017 there little difference. For all of your financial decisionsbuilding better 15 aug 2012 an investment trust (also referred to as a closed ended fund) is simply company, listed on the stock exchange, that makes investments in. In many respects, the investment trust was progenitor of company in u. What is an investment trust? J. Investment trusts money advice servicemorningstar. Investment trusts are closed end funds and constituted as public limited companies. Just like a unit trust or open ended investment company (oeic), the owns portfolio of 10 apr 2015 while many people buy trusts companies (oeics), which are most widely used and advertised form set up as traded on london stock exchange. Investment trusts and investment companies are all essentially trust 23 jun 2010 may have been overshadowed in recent decades by higher profile unit open ended (oeics) as you would for any other public quoted company, buy sell shares on the stock market, so price pay depends deal online with hargreaves lansdown. Wikipedia wiki investment_trust url? Q webcache. It invests in other when you invest become one of its shareholders. Morgan asset management investment trust wikipedia en. Investment trusts, defined advantages, dividends & risks telegraphwhat is investment trust? Definition and meaning unit trust (uit) investopedia. What is an investment trust? The share centre. Pwhat is an investment trust? The aic. Key differences between investment trusts and funds what is an trust? Investment trust company denver, colorado. This means investment companies are a type of collective fund, like unit trusts put simply, an trust is. Investment trusts are funds that publicly listed as companies on the london stock exchange, an investment trust is a company raises money by selling shares to investors, and then pools buy sell wide range of assets 10 mar 2014 influence meet with executives all behalf also have board directors who tasked 9 feb 2015 open end different structures, which effect way investors served. A choice of over 400 investment trusts. This means there is a set number of shares in the private wealth management. Pinvestment trust wikipedia. The fund manager can invest and sell assets when they feel the time is right; Not investors join or leave a.
Views: 61 Christen Vaca Tipz
Investment Terms You Need to Know ✅
 
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Investment Terms You Need to Know http://www.financial-spread-betting.com/strategies/strategies-tips.html PLEASE LIKE AND SHARE THIS VIDEO SO WE CAN DO MORE! Useful investment terminology Investments: - Common stock - owning a portion of a company - Preferred stock - can give you a higher dividend but no voting rights - Bonds - loans made to a company and in return the company pays interest for the period (and gives the amount back when the bond matures) Structure - Mutual funds - a pool of investment managed by a fund manager - ETFs - exchange traded fund - traded like a stock but within the ETF its a fund that is investing in multiple stocks under one umbrella. - Index funds are similar to ETFs. Like a tracker tracking the FTSE. - Hedge funds - invest in what they like on the riskier spectrum and usually targeted at high net individuals - REITS - real estate investment trust - exposure in property and real estate without you having to worry about buying property and managing it. Management: - Asset management company - a company that manages assets on your behalf. - Registered investment advisor - a person who gives advice for a fee. - Stock broker - normally execution only but some brokers will also trade on your behalf. Terms - Derivative - something that derives its price from another asset. - CFD - contract for difference - Spreadbet - Futures Contract - Options Contract Related Video How to Read Stock Tables/Quotes in Newspapers 📰 https://www.youtube.com/watch?v=WN79Q7OrJDk
Views: 1033 UKspreadbetting
Real Estate Investment Trust (REIT) in India - Explained in Hindi
 
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What is a REIT or Real Estate Investment Trust? How Equity REIT and Mortgage REIT work? SEBI REIT Regulations in India? Explained in Hindi. REITs work like mutual funds through which a retail investor can invest in Class A Commercial Property - Office Space, Malls, Hotels etc. Also check video on Infrastructure Investment Trust: https://youtu.be/q_TKZUlBrV8 REIT या रियल एस्टेट इन्वेस्टमेंट ट्रस्ट क्या होता है? एक रियल एस्टेट इन्वेस्टमेंट ट्रस्ट की तरह से काम करता है? इंडिया में REIT से जुड़े नियम क्या हैं? समझने के लिए इस वीडियो को आखिर तक देखें। Share this Video: https://youtu.be/sYFO7Gh60Hk Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is REIT or real estate investment trust? What is the concept of REIT? How real estate investment trust in India works? How to invest with REIT or real estate investment trust? Is REIT same as mutual funds? What is mortgage REIT? What is hybrid REIT? What rules and regulations related to REIT in India? What are SEBI defined Regulations related to real estate investment trust? What are REIT taxation rules? How to invest in real estate in India with REIT? What is the minimum amount one can invest in real estate with REIT? What are the benefits of investing in real estate with REIT? What are the risks of investing in real estate trusts in India? How much returns to expect from REIT investments? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Twitter - http://twitter.com/assetyogi Instagram - http://instagram.com/assetyogi Linkedin - http://www.linkedin.com/company/asset-yogi Google Plus – https://plus.google.com/+assetyogi-ay Facebook – https://www.facebook.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Hope you liked this video in Hindi on “Real Estate Investment Trust (REIT)”.
Views: 6901 Asset Yogi
What Is An Investment Trust Company?
 
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Closed-ended - an investment trust has a fixed number of shares. The fund manager can invest and sell assets when they feel the time is right; not when investors join or leave a fund. It also means the underlying capital investment base is relatively stable. S closed ended an investment trust has a fixed number of shares. Investment trusts versus unit the differences what investment. Investment trust company denver, colorado. Pwhat is an investment trust? . Wikipedia wiki investment_trust url? Q webcache. Aurora investment trust uk trustunit trusts (uits). The fund manager can invest and sell assets when they feel the time is right; Not investors join or leave a. Investment trusts, defined advantages, dividends & risks telegraph. The other two types are mutual an investment trust is company, a type of collective investment, listed on the london stock exchange. It also means the underlying capital investment base is relatively stable an trust a public limited company (plc) traded on london stock exchange, so investors buy and sell from market. Unit investment trust (uit) investopedia. Googleusercontent search. The price of the shares is affected not only by dominic rowles, investment analyst, reports on our view henderson smaller companies trust following its recently released annual results an company (itc) a listed pooled vehicle in form uk tax resident (it trust) that enjoys benefits if it reit, or real estate trust, owns finances income producing. Essentially, your money is pooled with contributions from many other people, and used to buy a portfolio of investments. Pinvestment trust wikipedia. Most investment trusts aim to make money apr 3, 2014 what's the difference between a unit trust and an trust? You can buy their shares just as you would with any other listed company. Investment trust company financial definition of investment what is trust? Definition and meaning funds vsinvestment trusts, defined advantages, dividends & risks telegraph. A commitment to unbiased, client focused advice. Investment trusts are closed end funds and constituted as public limited companies. Taxation of investment trust companies overview lexispsl what is a reit? Blackrock throgmorton trusts. What is an investment trust? Alliance trust savings. In many respects, the investment trust was progenitor of company in u. A beginner's guide to investment trusts the telegrapha choice of over 400. What is an investment trust? J. An investment trust is a form of collective found mostly in the united kingdom. Read more aurora investment trust is managed with the same strategy and style as phoenix uk fund. P investment trust wikipedia en. For all of your financial decisionsbuilding better investment trust company. Learn more about reit investing & financial the blackrock throgmorton trust invests in mainly small and mid cap companies listed on london stock exchange, aiming to deliver attractive growth identifying great. A financial institution which issues its own share
Investment Analysis & Portfolio Management
 
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“Investment Analysis & Portfolio Management” by Nehal Joshipura, Assitant Professor, Finance at Durgadevi Saraf Institute of Management Studies. This session covers basics of investment process at fund level or at individual level. Shot at the Deviprasad Goenka Management College of Media Studies using AB-Live virtual studio technology.
Views: 57133 DSIMS
Investment Property Strategy: The Trust Structures You MUST Have For Your Investment Properties.
 
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Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training The 8th marvel of the world is not compound interest it's compound learning. To end up being included in the investment property market you have 2 paths. You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money). ... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These people are in the top 5 % of earners in the world and method investing in real estate completely in a different way to the remainder of the populace. The distinction between the 2 comes down to something ... education. The 2nd group treat investing as a company. All their choices are based upon a strategy and a strategy and have no psychological interest what so ever in the specific properties that they purchase. This enables them to base all their selections on which chances are going to offer them the benefit they are preparing for, and in turn lead them to the objectives they are concentrated on 2 or 3 steps down the road. They understand specifically what sort of property investment offer they require next and the kind they are going to need after that in order to further their plan to create passive income and construct wealth. If you desire to discover the best ways to do this by being instructed from people who are really doing this every day and can quickly track your real estate success then you have to begin by making the effort to enjoy a complimentary instructional webinar on investment properties at http://investmentproperty.training
#5 Part 2 - Should I still invest in Unit Trust for long-term investment growth?
 
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Synopsis : When it comes to investing, many Malaysian investors tend to wait it out, hoping that the investment will rebound, only to end up suffering bigger losses. Yap answers a viewer’s question on the best way forward when it comes to unit trust investing. About Yap’s Money Life Show Yap’s Money Life Show is the first online personal money show in Malaysia, which dares to broach on money topics that traditional media do not cover or deemed to be too sensitive to feature. The show is unique because it helps viewers understand complex financial issues at a personal level and provide ideas that can be easily applied. In addition, Yap would also be taking and answering questions posted by fellow viewers. So ask him anything! An experienced holistic wealth management practitioner, Yap aspires to guide and help more people invest grow their money with high certainty. Yap’s Money Life Show airs every Saturday at 10 am. About Yap Ming Hui Yap Ming Hui is a bestselling author, TV personality, columnist and coach. He heads Whitman, a holistic wealth management company which has helped people to grow their money with high certainty since 2000. For more information, please visit his website at www.whitman.com.my Connect with Yap: WhatsApp : 011-3400-4658 Email : [email protected] Like Yap on FACEBOOK: http://bit.ly/2rkRNtF Follow Yap on TWITTER: http://bit.ly/2riF4cw Subscribe to Yap’s YOUTUBE channel: https://www.youtube.com/channel/UCv6jzNpPeNPf3herGmiP1xA If you do not wish to miss any of our videos, please enable us to notify you our latest episode. Click subscribe – click the bell – tick the box to receive notifications
Views: 4657 Yap's Money Life Show
Usapang UITF: What are Unit Investment Trust Funds?
 
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Fitz and Rienzie talks about Unit Investment Trust Funds in this video. Know what it is and why you should invest in them. Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at www.wealtharki.com.
Views: 14217 Wealth Arki
Video: Guide to Investing Series: Part 1: An Intro to Unit Trusts
 
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Learn about investing with our easy-to-understand series, "A Guide to Investing". In this first video, we provide an introduction to Unit Trusts. What is a Unit Trust? Simply put, a unit trust, also known as a fund, is a way for you to invest your money. It allows a group of investors to combine their cash and invest it in various assets and financial markets. It’s a bit like going in together on a group gift. Find out: How they work Who should invest in them Why Prudential Unit Trusts Visit www.prudential.co.za to find a fund that works consistently for you.
Views: 6137 Prudential
What is a Pooled Investment?
 
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Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Pooled Investment” Pooled investment funds – also known as collective investment schemes – are a way of putting sums of money from many people into a large fund spread across many investments and managed by professionals. Investing this way can be easier and less risky than buying shares in individual companies direct, and there are lots of funds to choose from. With an investment fund, lots of people pool their money together and a professional fund manager invests the money in assets such as shares, bonds, property, cash, or a combination. There’s a huge range of funds that invest in different things, with different strategies – high income, capital growth, income and growth and so on. The enormous advantages of investing in pooled fund vehicles make them an ideal asset for many investors. There are added costs involved in the form of management fees, but these fees have been steadily declining for many years as competition has increased. The main detractor of pooled fund investments is that capital gains are spread evenly among all investors - sometimes at the expense of new shareholders. By Barry Norman, Investors Trading Academy - ITA
What Is Wrong with Mutual Funds? Fees, Earnings, and Structure of the Industry (2006)
 
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A mutual fund is a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities. While there is no legal definition of the term "mutual fund", it is most commonly applied only to those collective investment vehicles that are regulated and sold to the general public. They are sometimes referred to as "investment companies" or "registered investment companies." Most mutual funds are "open-ended," meaning investors can buy or sell shares of the fund at any time. Hedge funds are not considered a type of mutual fund. The term mutual fund is less widely used outside of the United States and Canada. For collective investment vehicles outside of the United States, see articles on specific types of funds including open-ended investment companies, SICAVs, unitized insurance funds, unit trusts and Undertakings for Collective Investment in Transferable Securities, which are usually referred to by their acronym UCITS. In the United States, mutual funds must be registered with the Securities and Exchange Commission, overseen by a board of directors (or board of trustees if organized as a trust rather than a corporation or partnership) and managed by a registered investment adviser. Mutual funds are not taxed on their income and profits if they comply with certain requirements under the U.S. Internal Revenue Code. Mutual funds have both advantages and disadvantages compared to direct investing in individual securities. They have a long history in the United States. Today they play an important role in household finances, most notably in retirement planning. There are 3 types of U.S. mutual funds: open-end, unit investment trust, and closed-end. The most common type, the open-end fund, must be willing to buy back shares from investors every business day. Exchange-traded funds (or "ETFs" for short) are open-end funds or unit investment trusts that trade on an exchange. Open-end funds are most common, but exchange-traded funds have been gaining in popularity. Mutual funds are generally classified by their principal investments. The four main categories of funds are money market funds, bond or fixed income funds, stock or equity funds and hybrid funds. Funds may also be categorized as index or actively managed. Investors in a mutual fund pay the fund's expenses, which reduce the fund's returns/performance. There is controversy about the level of these expenses. A single mutual fund may give investors a choice of different combinations of expenses (which may include sales commissions or loads) by offering several different types of share classes. In the US, a mutual fund is registered with the Securities and Exchange Commission (SEC) and is overseen by a board of directors (if organized as a corporation) or board of trustees (if organized as a trust). The board is charged with ensuring that the fund is managed in the best interests of the fund's investors and with hiring the fund manager and other service providers to the fund. The fund manager, also known as the fund sponsor or fund management company, trades (buys and sells) the fund's investments in accordance with the fund's investment objective. A fund manager must be a registered investment advisor. Funds that are managed by the same fund manager and that have the same brand name are known as a "fund family" or "fund complex". Mutual funds are not taxed on their income and profits as long as they comply with requirements established in the U.S. Internal Revenue Code. Specifically, they must diversify their investments, limit ownership of voting securities, distribute a high percentage of their income and capital gains (net of capital losses) to their investors annually, and earn most of the income by investing in securities and currencies.[2] Mutual funds pass taxable income on to their investors by paying out dividends and capital gains at least annually. The characterization of that income is unchanged as it passes through to the shareholders. For example, mutual fund distributions of dividend income are reported as dividend income by the investor. There is an exception: net losses incurred by a mutual fund are not distributed or passed through to fund investors but are retained by the fund to be able to offset future gains. Mutual funds may invest in many kinds of securities. The types of securities that a particular fund may invest in are set forth in the fund's prospectus, which describes the fund's investment objective, investment approach and permitted investments. The investment objective describes the type of income that the fund seeks. For example, a "capital appreciation" fund generally looks to earn most of its returns from increases in the prices of the securities it holds, rather than from dividend or interest income. The investment approach describes the criteria that the fund manager uses to select investments for the fund. http://en.wikipedia.org/wiki/Mutual_funds
Views: 4287 The Film Archives
UITs & REITs
 
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Discover the basics of Unit Investment Trusts (UITs) and Real Estate Investment Trusts (REITs), including the benefits and risks associated with these investments. This educational video is part of Zions Direct University's Beginner series. Questions or Comments? Have a question or topic you’d like to learn more about? Let us know: Twitter: @ZionsDirectTV Facebook: www.facebook.com/zionsdirect Or leave a comment on one of our videos. Open an Account: Begin investing today by opening a brokerage account or IRA at www.zionsdirect.com Bid in our Auctions: Participate in our fixed-income security auctions with no commissions or mark-ups charged by Zions Direct at www.auctions.zionsdirect.com
Views: 7307 Zions TV
BPI Money Market Fund: Low-Risk Investment for Short-Term Goals
 
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In this video, Rienzie and Fitz talks about the BPI Money Market Fund. A Unit Investment Trust Fund or UITF investment that's low-risk and good for short-term goals. BPI Money Market Fund: https://goo.gl/EE988C Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at http://www.wealtharki.com. BUY OUR BOOK: http://www.wealtharki.com/books/
Views: 12553 Wealth Arki
Billionaire Jonathan Gray: Building The World's Largest Real Estate Investment Fund
 
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An interview and Q&A with billionaire and head of Blackstone Real Estate, Jonathon Gray. In this interview Jon discusses how he views Real estate investments and the investment philosophy of the group. Later Jon discuses recent real estate deals and the thinking behind them. Finally Jon takes questions from students on a wide array of real estate related topics. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 3:32 The grand scale of Blackstone/ All areas you are involved in 7:03 Growth through listening to investors 9:48 What did you learn from US real estate investments that you are applying to Spain? 11:44 Lessons from US financing markets 13:52 How did you manage the business in the recession? 21:12 3 Bryant Park deal 23:12 IndCor deal 25:49 Willis tower deal 28:33 GE Capital Real Estate Assets deal 33:00 The culture of Blackstone and why it works 37:03 Empowering young people in the firm 40:05 From university to Blackstone 44:14 Has a major in english aided your career? 45:13 Start of Q&A 45:30 How did you come up with the means to do bigger business? 47:19 Do you see opportunities in natural resources? 49:28 Are asset heavy companies losing control? 51:10 Views on Volcker rule? 53:51 How do you make capital allocation decisions? 55:19 What allowed you to profit of residential homes after they declined? 57:07 How does foreign money affect real estate? 59:01 View on Irish real estate? 1:01:40 How would land value tax effect Blackstone? 1:03:40 How do see the impact of the core-plus funds on other parts of the business? Interview Date: 23rd April, 2015 Event: Georgetown University McDonough School of Business Original Image Source:http://bit.ly/JGrayPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 26304 Investors Archive
Unit Investment Trusts
 
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Has your broker recommended investment in a unit investment trust or UIT? Attorney Dave Meyer explains the potential danger associated with this type of investment. For more information, visit: http://www.investorclaims.com/Common-Questions/Investment-Fraud/Unit-Investment-Trusts.aspx
Views: 1658 Meyer Wilson
Investment Basics: Kowing the right investment fund for you
 
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Find out the right investment fund that suits your investment goal and risk tolerance, as BPI Asset Management's Investment Counselor, Janina Lapuz, discusses the different types of investment products and how the client Suitability Assessment can help you discover your risk profile. Learn about the 4 risk profiles - Conservative, Moderately Conservative, Aggressive, Moderately Aggressive, too. To know more about BPI's investment funds, contact our Investment Counselors through: Website: www.bpiassetmangement.com E-mail: [email protected] Telephone Numbers: +632 816-9944, +632 816-9920 _________________________________________________________________ This material, which is strictly for information purpose only, is for your sole use, and does not constitute a recommendation or an offer to sell or a solicitation to buy any financial product. Past performance is not a guarantee of future results. The views expressed in this report reflect the writer's personal views and not necessarily the Bank of the Philippine Islands'.
Investment Fund Accounting Essentials
 
07:45
The best introduction to fund accounting and net asset valuation you will find. To learn lots more visit https://quickstep.ie/training
Views: 37007 Quickstep Training
UITF Terms: Understanding Unit Investment Trust Funds
 
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Unit Investment Trust Funds or UITFs is an accessible type of investment that many Filipinos don't know about. In this episode, Fitz and Rienzie talks about common terms that you will encounter when you invest in UITFs. Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at http://www.wealtharki.com. Mutual Fund Terms: https://www.youtube.com/watch?v=RyhVz6PWk5w BUY OUR BOOK: http://www.wealtharki.com/books/
Views: 5664 Wealth Arki
REIT Basics | Income Investing Course
 
03:46
In this short video from our Income Investing course, TD Ameritrade Education Coach Scott Thompson explains the potential benefits and risks of REITs and how they work. Open an account with TD Ameritrade to get access to this course and more immersive investor education.
Views: 25507 TDAmeritrade
Understanding Real Estate Investment Trusts
 
39:54
Presentation by Wilson Tan, CEO, CapitaMall Trust Management Limted
Views: 37911 SIAS
MIT Reforms: The future of Funds Managment
 
02:55
The Government recently released the long awaited Managed Investment Trust (MIT) reform exposure draft legislation - what does this mean for you?
Views: 208 ShineWing Australia
How to Start a Hedge Fund with No Money
 
07:48
How much money does it take to start a hedge fund? How do you do it? Here are the steps I took to launch a successful hedge fund with less than $1 million.
Views: 62644 Curreen Capital
What is Mutual Funds? How to Invest in Mutual Funds in Pakistan
 
04:34
I have received many questions on What is Mutual Funds? How to Invest in Mutual Funds in Pakistan. And if you still have some questions on how to invest in mutual funds for beginners or how to invest in mutual funds in Pakistan, you can ask in comment section. List Of Registered Stock Brokers in Pakistan Stock Exchange https://youtu.be/9w78GZ9s9ts How To Choose Best Stock Broker https://youtu.be/rsYj-s0dkT8 Why 95% Of Traders Fail To Make Money In Stock Market https://youtu.be/SEivcCOvSQw How he made Billions from Stock market https://youtu.be/1U1GbG6ykFM Are You An Investor Or A Speculator https://youtu.be/8mzj50E9Zp0 How to Buy Low Sell High in Urdu https://youtu.be/knASIE50qC0 How to Start Investing in Stock Market https://youtu.be/jXqeekpgdX8 How I lose my money in stock market https://youtu.be/z_4deZIoaj4 How to invest in stock market in Urdu, Investment VS Speculation https://youtu.be/xDDM5RspAFw Top 3 Mistakes beginners in the Stock Market make! https://youtu.be/7c9ZzUvXv3A How to buy shares in Karachi stock exchange https://youtu.be/G5DTrkhUuj4 How Stock Market Prices Move Up and Down in Urdu https://youtu.be/dnHKIRffrQw Four Reasons Why / When Investor Sell Shares in Karachi Stock Exchange https://youtu.be/yQ7LBER482Q SECRET: How to Make Money in Stock Market in Urdu https://youtu.be/TavW8QfLfgU Warren Buffet Invest Like a Girl in Urdu https://youtu.be/QgOgLrABPM4
Views: 11508 Ali Iqbal
Rental Management Investment Trust - Melbourne Emerging Company Showcase
 
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The primary purpose of the Rental Management Investment Trust (RMIT) is to invest in the Rental Management Australia Fund (RMA Fund). Find out more - http://www.wholesaleinvestor.com.au/company/rental-management-investment-trust/
Views: 122 WholesaleInvestor
Property Trusts Explained - MPG Funds Management
 
02:55
MPG Funds Management Director, Brett Gorman demystifies Property Trusts by answering some questions about What a Property Trust is? How investors get involved in a Property Trust? and What investors can expect from their Property Trust investment?
Views: 1738 bretty128
Buying Real Estate for only $100: REITs vs Rental Property
 
13:41
Here’s a way you can invest in real estate with as little as $100…it’s a REIT. But how does this compare with just straight up owning rental property, and is it even worth owning a REIT in the first place? So lets analyze the pros/cons of each! Add me on Snapchat/Instagram: GPStephan The Real Estate Agent Academy: Learn how to start and grow your career as a Real Estate Agent to a Six-Figure Income, how to best build your network of clients, expand into luxury markets, and the exact steps I’ve used to grow my business from $0 to over $120 million in sales: https://goo.gl/UFpi4c Join the private Real Estate Facebook Group: https://www.facebook.com/groups/therealestatemillionairemastermind/ Like I mentioned, this is an investment trust which acts as a holding company for real estate. By investing in this company, you thereby are entitled to some of their profit, in the form of dividends. Pros to doing this: -There’s pretty much zero barrier to entry. Anyone with $50-$100 can invest. -It’s also really easy to buy into a REIT…open up any stock trading website or app, and boom, you’re done. You don’t need to go out looking for properties that cash flow for weeks or months. -There’s also no management aspect of this. With a REIT you don’t do ANYTHING. You just buy it and forget it…done. -It’s also really, really easy to sell…no need to pay a 5% commission, no need to show your home to buyers, no need to negotiate prices…it’s just as easy as buying a REIT. You just click “sell” and you have your money almost immediately. -With a REIT, you’re really well diversified. Negatives: -How the income YOU get is taxed…you get paid in the form of a dividend. This is usually an amount that’s paid out quarterly, but it’s taxed as though it’s earned income, which means it’s taxed at your highest marginal rate. -Because REITs pay high dividends, they usually don’t increase much in price. -The third downside is that you don’t have any control over your investment…unlike a property where you can pick the color to paint the walls, how to remodel the property, or how to manage the property and how much to rent it for - with a REIT, you have zero control. -You also can’t build equity in a REIT like you can with real estate. Investment Real Estate Downsides: -High barrier to entry…you generally need a large down payment and will need to have the income to support the loan payments. -The second downside to owning real estate is the time commitment. Finding the right deal is essential - and it can take a lot of time. Then you have the time aspects of managing a rental property. -Lack of immediate liquidity. I can’t just sell my property for top dollar within a day - it just doesn’t happen. Rental Real Estate upsides: -You can leverage your money. While yes, a REIT does invest in leveraged properties and you own a portion of that, generally the returns aren’t as high as when you do it yourself. -Your income from rents is generally tax free. When owning physical real estate, you can depreciate the cost of the property against your rental income. Compare this to paying 22-37% taxes on dividend income. -You have total control over your investment. This means you can find a really, really good undervalued deal where you make a significant amount of money. -You’re able to borrow against the equity in your home - completely tax free. So at the end of the day, this is what it really comes to… If your goal is long term equity, owning physical real estate is the way to go. When you buy an investment property, you’re continuously building equity in a tangible asset. Having more equity in your asset also gives you the ability to refinance over time and use the proceeds to buy additional assets and grow your portfolio. More work, more time involved, more money long term. However, if you have a little money and want some exposure to real estate, a REIT could be a nice way to diversify. However, since dividends are taxed as ordinary income, it’s best to hold the REIT in a tax advantaged account like a 401k or Roth IRA to avoid paying taxes. This way you get all the benefits of having exposure to real estate, without the tax consequences of paying a stupid amount of taxes on it. Not financial advice ;) For business inquiries or one-on-one real estate investing/real estate agent consulting or coaching, you can reach me at [email protected] Suggested reading: The Millionaire Real Estate Agent: http://goo.gl/TPTSVC Your money or your life: https://goo.gl/fmlaJR The Millionaire Real Estate Investor: https://goo.gl/sV9xtl How to Win Friends and Influence People: https://goo.gl/1f3Meq Think and grow rich: https://goo.gl/SSKlyu Awaken the giant within: https://goo.gl/niIAEI The Book on Rental Property Investing: https://goo.gl/qtJqFq Favorite Credit Cards: Chase Sapphire Reserve - https://goo.gl/sT68EC American Express Platinum - https://goo.gl/C9n4e3
Views: 29547 Graham Stephan
Episode 19 – Unit Investment Trusts
 
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Episode 19 – Unit Investment Trusts – What are UITs? Basic Features of UITs. Pros and cons of UITs. Commission structure of UITs.
What Are Investment Units?
 
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A unit investment trust (UIT) is an investment company that offers a fixed portfolio, generally of stocks and bonds, as redeemable units to investors for a specific period of time. It is designed to provide capital appreciation and/or dividend income. Investing in shares has 30 mar 2016 investment trusts versus unit trusts, where should i invest my money? In this short article we compare the two to help you decide 16 sep 2017 a trust isn't mutual fund, but uits are similar so many ways that it helps think of them as funds with few twists also called or fixed made up portfolio whose security assets and remain unchanged throughout life 10 oct 2012 simply put, fund is way for your money. Unit investment trust (uit) investopedia. Collective investment schemes guidesa guide to unit trusts company institute. Click here for more information a unit investment trust (uit) is registered units in the are sold to investors because uits invest securities markets, it crucial. You can invest in a unit trust fund through financial services providers such as 16 jan 2013 a'unit investment trust,' commonly referred to 'uit,' is one of three basic types company. But the rea many buyers and tenants prefer lifestyle options that units provide. Financial law, a unit investment trust (uit) is an exchange traded mutual fund offering fixed (unmanaged) portfolio of securities having definite life 22 apr 2013 according to the company institute (ici), data on market value trusts (uits) issued and outstanding as collective investments (or trusts) are in which investors' funds pooled managed by professional managers. Common types of investments undertaken by unit trusts are in u. Beginner's guide to buying units your investment property. Unit investment trust definition & example what is a unit fund and how does it work? trusts (uits). Investment company that buys and holds a portfolio of stocks, bonds or other securities. An investment fund can offer a practical and affordable way to 3 apr 2014 what's the difference between unit trust an trust? In this helpful guide, what looks at pros cons of each 13 jan 2010 funds, typical term for oeics trusts, carry two sets charges initial charge, which take chunk your money 1 nov 2015 are uits pluses minuses? Unit or uits, kind that's cross is composed investors' money, invested in variety financial assets. An investment company that offers a fixed, unmanaged portfolio, generally of stocks and bonds, as redeemable 'units' to investors for specific period time unit trust (uit) is u. Your in two of the most popular types are unit trusts and open ended investment companies (oeics). How to invest in funds, investment trusts and etfs the pros cons of buying unit wsjocbc bank. Uits share some similarities with the success of a unit trust depends on expertise and experience company that manages it. Unit trust (ut) investopediawhy unit investment trusts can be a good alternativeinvestment or trusts, what's the difference? Private investing in p
Views: 11 Shanell Kahl Tipz
What is a Collective Investment Fund?
 
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Kerry explains how collective investment funds work and how they can benefit clients.
Guide to investment companies
 
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An introducton to investment companies, by the AIC, aimed at retail investors. Recorded on 18 July 2013. The Association of Investment Companies (AIC) represents investment companies, investment trusts and Venture Capital Trusts. We help our member companies deliver better returns for their investors. We provide investment company guides, information, performance data and news to people interested in finding our more about investment companies. Visit the AIC website: www.theaic.co.uk Follow us on Twitter: www.twitter.com/aicpress Find us on LinkedIn: www.linkedin.com/company/5377029
Losing Money in Equity Funds
 
06:47
Answering a question sent in by Tony, Engineer, Cagayan De Oro: “I am into Equity Funds, I am losing a lot of money now, what should I do?” There are 4 ways to learn about stocks depending on what helps and appeal to you the most. 1. Seminars You can learn from our seminars, check out this seminars: Cagayan De Oro – February 4-5, 2017, details: www.bit.ly/stocksmartscdo Manila – March 4 – April 1, 2017 – details: www.bit.ly/stocksmartsmanila 2. Books You can learn from the books I have written, to order a book you can grab a copy here: www.bit.ly/marvingermobookorders 3. Videos You can check out the videos that I have created in youtube and subscribe for more updates: https://www.youtube.com/user/marvingermo/videos FB live videos can be viewed here: https://www.facebook.com/marvin.germo/media_set?set=vb.857444633&type=2 4. Blogs You can read articles in my website: www.marvingermo.com These are a combination of free and paid ways to learn more about stock investing. I hope this helps you as your progress into financial freedom.
Views: 9967 Marvin Germo
Introduction to Unit Trust Funds
 
02:25
Find out how you can grow your wealth with Unit Trust.
How much do you earn in Mutual funds
 
11:41
This is the potential earnings when you invest in mutual funds. I have used the average return of the company that i have invest in and that is currently 22% The key on this is saving. If we will learn how to save and invest definitely we will earn in this kind of investment. For the benefit of everybody percentage return is based on the average of the actual return for 5 years Saving is the key to fight poverty
Views: 338072 Uling Cyril
Unit Investment Trusts (UIT) As An Investment
 
11:56
A Unit Investment Trust (UIT) is an open-ended pooled fund consisting of securities held in it for a specific time.  In this video, we review the basics of unit investment trusts (UITs) as an investment - what are they, how do they work, benefits and risks for investors and more. Read our full article: https://infoforinvestors.com/unit-investment-trusts
Views: 10 The Smart Investor
REITs 101: A Beginner's Guide to Real Estate Investment Trusts
 
01:46
A REIT (which is pronounced “reet” and stands for Real Estate Investment Trust) is a company which makes investments in and owns incoming generating real estate properties. Investors buy shares of the REIT and the REIT uses that money to make investments. The REIT then typically earns income from rent payments or interest on real estate debt. REITs were invented in the United States in 1960 to give average individuals a way to invest in diversified pools of income-producing commercial real estate. REITs gave investors access to real estate in similar way that stocks provide an opportunity to participate in the profits of an operating company. Purchasing shares in a REIT allows investors to earn money from the income produced by properties without having to directly own the property themselves. REITs are unique because they have to follow a specific set of operating requirements in order to meet REIT qualifications. For example, REITs are required to derive at least 75% of their gross income from real estate-related sources and invest at least 75% of their total assets in real estate. In addition, REITs must distribute no less than 90% of their taxable income every year to their shareholders by paying dividends. If a REIT meets the qualifications, they are not required to pay taxes at the company level. Only the individual investors pay income taxes for the dividends they receive. Why does this matter? It means there is no double taxation on the income stream produced by the property (as if it were owned by a traditionally publicly traded company) which means that the investor is able to keep a larger portion of that income stream and earn higher returns. Want to learn more? Visit: https://fundrise.com/education/blog-posts/reits-101-a-beginners-guide-to-real-estate-investment-trusts Become a real estate investor today at www.fundrise.com www.fundrise.com/oc
Views: 880 Fundrise
How Does The Unit Trust Work?
 
00:46
Unit trusts are the pooled resources of thousands of investors who have entrusted their money to a fund management company. The management company buys shares on the JSE on behalf of the investors. The trust does not give the shares to the investor, but combines them in a portfolio. Read our sep 15, 2011 but, how do investors find the fair price for a unit trust? Theoretically, it is possible to forecast of trust by weighted. The management company buys shares on the jse behalf of investors. How do unit trusts work? Budgeting money. Do check with you probably do not know that mutual funds are one of the fastest growing like searching for ways to make their hard earned money work them how unit trusts describes trust dividends, investment trust, income trusts, what is role trustee, why we need a deed? . What is a unit trust? Unit trusts and open ended investment companies (oeics how value investing works in trusts? . Oct 10, 2012 you can invest in a unit trust fund through financial services providers such as broker; An investment management company or some cases your bank. Unit trusts are a form of collective investment that allows investors with similar objectives to pool their funds be invested in portfolio jan 30, 2014 tags unit trust fund, funds, trust, how works, costs, fees, investing, investor, diversify, diversification, amount, there three types companies mutual closed end and. What is a unit trust and how does it help me invest? Youtube. What are investment funds and how do they work? . Some investment products have been categorised as specified (sips). If you don't have the time or money required to invest on stock market it's a good jul 19, 2010 unit trusts are pooled resources of thousands investors who entrusted their fund management company. Learn what a unit trust is, benefits, how to buy or sell units with old mutual, dividends, tax, do trusts work in mutual retirement products? . Unit trust and how do you invest? M&g. Morningstar morningstar. What is a unit trust fund and how does it work? . Aspx url? Q webcache. Za what is a unit trust fund and how does it work. How do unit trusts work? What is a trust and how does it help me invest? Citywire. Unit investment trusts are the poor stepchild of company universe. A unit investment trust (uit) is a professionally jun 1, 2012 this funny term but what it means that trusts and oeics do not have fixed size. What is a unit trust fund and how does it work? Why trusts do work long should you what invest? M&g. Unit trusts and oeics explained which? . A unit trust fund is a pooled resource, which means that it allows group of investors to combine their cash and invest trusts have long been considered low risk, return investments. What are unit trusts youtube. The trust does not give the shares to investor, but combines them in a portfolio unit is an unincorporated mutual fund structure that allows funds hold assets and provide profits go straight individual owners instead of or managed by man
Views: 16 Shanell Kahl Tipz
Questioning the Manager - The Bankers Investment Trust
 
06:15
The Bankers Investment Trust is very old (launched in 1888, by a group of Bankers surprise surprise) and invests in every major stock market in the world. Watch Alex discuss his current thinking on global markets. Capital at risk. Not advice.
What is the Difference Between Unit Trust & Share Investment?
 
01:06
Steve Lim, Chief Learning Officer of Affin Hwang Asset Management answers a question about investment. Follow the entire series of Investment Tips brought to you by Great Vision & Affin Hwang Asset Management Music from www.bensound.com For more updates, SUBSCRIBE to us at www.bit.ly/GreatVisionAcademy Like our FB Page at https://www.facebook.com/FunInvestmentMalaysia/
AIC interview with Katie Potts, Herald Investment Trust
 
05:50
Katie Potts, Manager of Herald Investment Trust, discusses the differences between the US and UK technology investment scenes, why she invests in earlier-stage companies and the technology sectors where she is finding most value. Recorded on 13 November 2017. The Association of Investment Companies (AIC) represents investment companies, investment trusts and Venture Capital Trusts. We help our member companies deliver better returns for their investors. We provide investment company guides, information, performance data and news to people interested in finding our more about investment companies. Visit the AIC website: www.theaic.co.uk Follow us on Twitter: www.twitter.com/aicpress Find us on LinkedIn: www.linkedin.com/company/5377029
Bitcoin Investment Trust Announces Stock Split | CNBC TV18
 
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CNBC's Seema Mody reports the Bitcoin Investment Trust has split the stock. CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news. The channel's benchmark coverage extends from corporate news, financial markets coverage, expert perspective on investing and management to industry verticals and beyond. CNBC-TV18 has been constantly innovating with new genres of programming that helps make business more relevant to different constituencies across India. India's most able business audience consumes CNBC-TV18 for their information & investing needs. This audience is highly diversified at one level comprising of key groups such as business leaders, professionals, retail investors, brokers and traders, intermediaries, self-employed professionals, High Net Worth individuals, students and even homemakers but shares a distinct commonality in terms of their spirit of enterprise. Subscribe to our Channel: https://www.youtube.com/user/CNBCTV18 Like us on Facebook: https://www.facebook.com/cnbctv18india/ Follow us on Twitter: https://twitter.com/CNBCTV18News Website: http://www.moneycontrol.com/cnbctv18/
Views: 960 CNBC-TV18
Trust TV: Global Income Investing Episode 1
 
01:00:45
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities. Glossary Bear market: A financial market in which the prices of securities are falling. A generally accepted definition is a fall of 20% or more in an index over at least a two-month period. The opposite of a bull market. Credit spreads: The difference in the yield of corporate bonds over equivalent government bonds. Commodity: A raw material or primary agricultural product that can be bought and sold FX: (Foreign exchange) Is the market in which currencies are traded. Gearing: A measure of a company’s leverage that shows how far its operations are funded by lenders versus shareholders. It is a measure of the debt level of a company. Within investment trusts it refers to how much money the trust borrows for investment purposes. Income investing: Investing in funds or securities that promise regular cash returns (dividends). Quantitative easing: The introduction of new money into the money supply by a central bank. R&D: Research and development Discount: When the market price of a security is thought to be less than its underlying value, it is said to be ‘trading at a discount’. Within investment trusts, this is the amount by which the price per share of an investment trust is lower than the value of its underlying net asset value. The opposite of trading at a premium. For promotional purposes. Nothing in this recording is intended to or should be construed as advice. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Past performance is not a guide to future results For UK investors only. Important disclosure: HGi.co/rfd Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), AlphaGen Capital Limited (reg. no. 962757), Henderson Equity Partners Limited (reg. no.2606646), (each incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London EC2M 3AE) are authorised and regulated by the Financial Conduct Authority to provide investment products and services. © 2018, Janus Henderson Investors. The name Janus Henderson Investors includes HGI Group Limited, Henderson Global Investors (Brand Management) Sarl and Janus International Holding LLC.

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