PROJECT REPORT ON MUTUAL FUND PRESENTED TO: Arpita Ma’am PRESENTED BY: Khushboo Sharma Tanuja Joshi Shaluni Khetwani Nidhi Gandhi
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mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage‚ growth and future prospects. It also helps in understanding different schemes of mutual funds. Because my study depends upon prominent funds in India and their schemes like equity‚ income‚ balance as well as the returns associated with those schemes. The project study was done to ascertain the asset allocation‚ entry load‚ exit load‚ associated with the mutual funds. Ultimately
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Q1‚ While pension funds hold bonds as their asset‚ they also have obligations as liability. Lower interest rate‚ namely a lower discount rate‚ on one hand‚ increases bonds’ return‚ on the other hand‚ it also increase pension funds’ liabilities‚ which is the discounted value of future obligations. Moreover‚ bonds in asset side are usually in shorter term than long-term liabilities‚ and therefore are less sensitive to interest rate change. As a result‚ the increase in liability exceeds the value increase
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1. Choose 1 fund from the Globe and Mail 15-Year Mutual fund Review issue [on internet] as follows: 1. fund names start with the same letter as your surname [or as close as possible] 2. 1 Canadian fund (equity or balanced) 3. fund should have 15 years of data. 1. Prepare a 5-6 page typewritten report on the fund you have chosen - Title Page: Your name‚ Student ID Number‚ etc. Names of the Fund
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development of stock markets through a corporate governance channel‚ i.e. pension funds become large shareholders of publicly traded firms and therefore have the incentives to monitor managers and improve investor protections. This paper reviews the literature on the corporate governance channel associated with pension reforms in developing countries‚ and asks what we know and need to know about it. We know that pension funds are not yet large shareholders of publicly traded firms in developing countries
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Mutual Funds and Other Investment Companies Multiple Choice Questions 1. Which one of the following invests in a portfolio that is fixed for the life of the fund? A. Mutual fund B. Money market fund C. Managed investment company D. Unit investment trust 2. ______ are partnerships of investors with portfolios that are larger than most individual investors but are still too small to warrant managing on a separate basis. A. Commingled funds B. Closed-end funds C. REITs D. Mutual funds 3. A
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A pension fund shall be a pool of assets‚ established under a contract and not having legal personality‚ owned jointly by several persons in a partial ownership and the ownership shares represented by units in the pension fund. Each unit shall represent the ownership of a proportional part of the assets held in the pension fund structure. The pension fund shall be managed by a management company according to a pension fund contract with the unit-holders‚ with the objective to increase the
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com/gishome/plsql/gis.co_search 1. Choose 2 funds from the Globe and Mail 15-Year Mutual fund Review issue [on internet] as follows: 1. fund names start with the same letter as your surname [or as close as possible] 2. 1 Canadian fund (equity or balanced) 3. 1 International Fund 4. each fund should have 15 years of data. 1. Prepare a 10-12 page typewritten report on the 2 funds you have chosen - Title Page: Your name
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Chapter 17 1. Why are mutual funds popular with individual investors? Able to enjoy economies of scale by incurring lower transaction costs and commissions. Provide opportunities for small investors to invest in a liquid and diversified portfolio of financial securities. 2. What is the purpose of index funds? How does this differ from other equity mutual funds? Why are index funds growing in popularity? Index funds are funds in which managers buy securities in proportions similar to those
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Mutual Funds Meredith Markham Managerial Finance Marc Lafond‚ MBA May 5‚ 2013 Mutual Funds There are many different people that can be considered investors. With so many different types of investors‚ it is only natural that there be a variety of types of mutual funds to invest in. “At last count there were more than 10‚000 mutual funds in North America” meaning there “are more mutual funds than stocks” (“Mutual Funds‚” n.d.). For this paper‚ we will focus on five types of mutual funds:
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