Each fund is a ucits undertakings for collective investment in transferable securities. Our online literature library gives you easy access to english versions of the instrument of incorporation, prospectus, funds reports and french and dutch versions of the key investor information documents kiids. Shareholders for any profit it may make from book management. The value and income from the fund s assets will go down as well as up. All you need to know about exchangetraded funds i have been a longterm fan of lowcost, passive investing i. If you read one investment book this year, make sure its clueless by brian dennehy. In may 2016, it announced it was to launch a direct online investment service for retail investors to invest directly in its range of funds.
Among the other countless fans of this book are warren buffett and jim cramer. Michael batnick, director of research at ritholtz wealth management, included it in his list of the best investment. Viewing this website in switzerland is not permissible with the exception of the distribution to qualified investors according to the swiss collective investment schemes act, the swiss collective investment schemes ordinance and the respective circular issued by the swiss supervisory authority qualified investors. I recently downloaded the battle for investment survival into kindle. The information on this website is for professional investors only. We have participated in a longterm, ongoing private dialogue with. This fund is a ucits undertakings for collective investment in transferable securities scheme as defined. The fund aims to provide a higher total return the combination of capital. The fund can also invest in companies outside asia that conduct a significant part. The value and income from the funds assets will go down as well as up. Jason butler, author of five personal finance books and columnist for the financial times. Fund literature our online literature library gives you easy access to a wide range of information, including factsheets and key investor information documents kiids. Each fund is a ucits undertakings for collective investment in transferable securities scheme as defined. Recently, i have begun using etfs in place of index funds.
Please note that we have included an explanation of key investment. An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. The following funds are not authorized in hong kong and not available to hong. In a webcast for optimal income investors this month, mr woolnough acknowledged fund performance would detract in the current. An investment fund is a supply of capital belonging to numerous investors used to collectively purchase securities while each investor retains ownership and control of his own. Our online literature library gives you easy access to a wide range of information, including factsheets and key investor information documents kiids. It opened my eyes to the most common sense, intelligent advice about the stock market that has followed me through today. Cutthroat competition escalates in uk investment market. A cursory glance through the average return for funds in each investment association ia sector shows positive across the board in the first quarter of 2019. New perspectives for the intelligent investor wiley investment classics john c. The only way to guarantee your fair share of stock market returns little books. The asset manager will be the uks thirdbiggest listed fund group with.
Dollar share classes appendix 5 65 performance bar charts appendix 5a 67. I read it and reread it many times to get the major points by g. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested. I had first read this book at an army post in 1969.