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: 11609 hubbis
Nexsen Pruet tax and employee benefits attorney Sue Odom says retirement plan fees and expenses have been the “hot topic” for the past several years. We’ve seen increased regulation through disclosure requirements and increased litigation. As a result, employers and investment advisors alike are looking at alternatives. Collective investment trusts have grown in popularity, but there are important tax and ERISA issues to consider.
Views: 395 Nexsen Pruet
At MoneyWeek we like investment trusts. Tim Bennett explains what it is that sets it apart from other investment vehicles, specifically unit trusts and exchange traded funds. Don't miss out on Tim Bennett's video tutorials -- get the latest video sent straight to your inbox each week, before it's released on YouTube: http://bit.ly/TimBSubscribe To receive Tim's 50 FREE MoneyWeek Basics emails: http://bit.ly/mwk-basics Watch over 100 of Tim's videos for free: http://MoneyWeek.com/tutorials Or download them to your mobile device: http://bit.ly/TimBpodcast For the most important financial stories and how to profit from them: http://MoneyWeek.com http://Facebook.com/pages/MoneyWeek/110326662354766 http://Twitter.com/moneyweek Video series by CFA UK Highly Commended journalist Tim Bennett. http://twitter.com/TimMoneyweek
Views: 30794 moneycontent
Garrick Stavrovich, Product Manager at Nasdaq, sits down with Jill Malandrino, Global Markets Reporter, at the Nasdaq MarketSite. October 1, 2018. Follow #TradeTalks on Twitter Twitter: @Nasdaq @JillMalandrino Facebook: @Nasdaq @JillMalandrino SUBSCRIBE to the Weekly #TradeTalks Newsletter: http://bit.ly/2yevQmn
Views: 117 Nasdaq
▶ Check out my gear on Kit: https://kit.com/petematthew Listener Marc asks about the main differences between OEICs (that's Open-Ended Investment Companies) and ITs (that's Investment Trusts). Does it even matter?
Views: 529 MeaningfulMoney
This Video deals with- 1. Full concept of CIS as per the SEBI ACT 1992 2. How to determine whether an arrangement is CIS or Not 3. Explains the rational behind Concept.
Views: 609 LnC PRO
Free explainer video on Collective Investment Schemes Prepare for your CMFAS / CACS / FMRP exams on www.CMFAS.com.sg
Views: 234 CMFAS
Classes are available for CA/CS/CMA. You can purchase classes at a very reasonable price. For full lectures, chapter wise log on to our website: www.superprofs.com or call at 011-39587099
Views: 831 SuperProfs.com
Mark Vella (Business Development and Marketing) from Valletta Fund Management talks about Collective Investment Schemes
Views: 827 FinanceMalta
Robert Grech, Investments Officer at Valletta Fund Management speaks about the different categories of Collective Investment Schemes and your considerations when investing
Views: 211 BankOfValletta
The Foreign & Colonial Investment trust was launched in 1868, bringing the idea of investing to a wider audience. A lot has happened since then, yet as we approach 150 years, the world's oldest collective investment fund remains as pioneering and relevant as it did back in 1868. - UK Investors only
Views: 206 BMO Global Asset Management - EMEA
1. This video deals with- I. Collective investnent property II. Ponzi scheme and III. Net worth requirement of CIMC 2. Definition of Collective Investment property is discussed and it is explained by working out an example. 3. Meaning and nature of Ponzi scheme was discussed and it was explained how the fraudsters are able to execute such schemes. 4. Net worth requirement of CIMC is discussed in detail in this video. The video also discusses the above points in detail and suggests how to write the answer in exams on above points.
Views: 48 LnC PRO
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. 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: 4410 The Film Archives
Now we're moving onto wrappers; the different kinds of 'pots' you can put your money in. Different wrappers have different structures and tax rules, and so may be more or less suitable for your financial planning. Today I start by explaining the main types of collective investment funds.
Views: 4291 MeaningfulMoney
A short video guide to the main terms you need to know in income producing investment trusts investing in shares.
Views: 234 GetThe Lolly
Please see the introduction video on CA1 before watching these videos: https://youtu.be/Jmf3LVgsY8A I used material from UCT, Wits and ActED to create these videos. If you are studying at a university, let us know in the comment section below and try trade your notes with others in different universities. Its also a good idea to discuss these concepts, so feel free to use the comment section below. This is a difficult actuarial science exam, so best of luck. Check out the following website for more resources: http://acted.co.uk/Html/help_and_advice_CA1.htm
Views: 3057 MJ the Fellow Actuary
Find out the main differences between CIS v LPF - and which would be better for you.
Views: 589 Alexander Forbes Investments
Graham Spooner gives an overview of what an Investment Trust is, highlighting some of the differences between that and a unit trust. ► Visit our website: www.share.com ► Follow us on Twitter: https://twitter.com/TheShareCentre ► Like us on Facebook: https://en-gb.facebook.com/sharecentre/
Views: 590 The Share Centre
The share price isn’t always equal to the underlying value of a trust’s investments. So what exactly are premiums and discounts? Henderson Global Investors explains. Recorded in June 2015 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
Beltrán Parages, Head of Investor Relations and Business Development at azValor, goes ahead the explanation of the concept of 'investment funds': "An investment fund is a collective investment institution whereby any investor may select a professional to access any type of asset trading in regulated markets, in a very efficient manner, with an extraordinary legal protection, and benefiting from the economies of scale of being many investors involved."
Views: 258 Azvalor Asset Management
Pisobilities is a weekly television program in Light TV 33 and GMA News TV that teaches personal finance to Filipinos in a highly-informative but light manner. It tackles various topics about personal finance, ranging from financial goal setting up to investing. It is hosted by the renowned Filipino financial author, Francisco J. Colayco.The word, "Pisobilities" is a portmanteau that refers to one's ability to manage one's peso and the possibilities of making that same peso work for him. Pisobilities garnered the Anak-TV Seal Award in 2012 and the KBP Golden Dove Award for Best Public Service Program in 2013. The main objective of the program is simply to empower every income-earning Filipino to achieve their desired wealth because at the end of it all, becoming wealthy is VERY EASY!!! It is shown every Tuesday, 8:30 pm, at Light TV 33, and Saturday, 6:00 am, at GMA News TV.
Views: 139476 Francisco J. Colayco
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
Views: 2191 Investor Trading Academy
UK Equity Income Investment Trusts discussion with Paul Coffin, Stockbroker & Investments Manager at Capital Financial Markets. We take a look at the dividend yield returns and where the best place is to invest your money. Tip TV was launched as an innovative & punchy web-based live video magazine, offering high conviction tips and trading ideas across multiple investment betting instruments. The finance show covers all asset classes and aims to bring short snappy views on market events, charts and digging deeper into company fundamentals. One year on from its launch, the show continues to expand its content and range of guests. See More At: www.TipTV.co.uk Twitter: @OfficialTipTV Facebook: https://www.facebook.com/officialtiptv
Views: 371 Tip TV Finance
In this webinar Russ Mould, AJ Bell Investment Director, explores investment trusts – what they are, how to research them and how to use them. He also answers questions submitted from the attendees. Date of webinar: 28 March 2017.
Views: 1018 AJ Bell Youinvest
Fund Manager Neil Hermon introduces The Henderson Smaller Companies Investment Trust, explaining the Trust's objective and how the team works towards achieving this. Capital at risk. Not advice. Please remember that past performance is not a guide to future performance. The value of investments 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 performance. 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. The information in this article does not qualify as an investment recommendation. For promotional purposes.
Views: 24 Janus Henderson Investment Trusts
There are several types of investment funds in Malaysia available to investors who with to diversify their portfolio. These include collective investment schemes and unit trust funds. For complete information about the regulations for these, please feel free to contact our team of attorneys in Malaysia: https://www.lawofficemalaysia.com.
Views: 25 bridgewestEU
The Types of Securities regulated by the TTSEC (Part 5- Collective Investment Schemes)
Views: 430 T&T Securities and Exchange Commission
Catherine Flood, Client Service Director - Baillie Gifford looks at the rules for blue-sky-growth investing
Views: 1771 AJ Bell Youinvest
PLEASE DO NOT COMMENT BELOW Message us directly on facebook https://www.facebook.com/img.guest.5 for more information
Views: 72512 ERLWIN AYO TV
BOOK REVIEW TOLLEY'S TAXATION OF COLLECTIVE INVESTMENT Third Edition By Stephen Newcombe, Consultant editor, with expert contributors ISBN: 978 0 7545 4776 1 www.lexisnexis.co.uk THE IDEAL 'FIRST STOP' WORK OF REFERENCE ON THE TAXATION OF COLLECTIVE INVESTMENT, FROM HEDGE FUNDS TO OFFSHORE INVESTMENTS An appreciation by Phillip Taylor MBE and Elizabeth Taylor of Richmond Green Chambers As minimizing exposure to tax is a crucial aspect of investment, those involved in investment management, whether solicitors, accountants or investment advisers will really bless this book, published in a new third edition by LexisNexis. Over the course of its fourteen chapters, the book presents the well substantiated comment and insights of a wide range of specialists in this field -- twenty-one in all, plus the consultant editor, Stephen Newcombe, Head of Tax for HSBC Global Banking and Markets and HSBC Global Asset Management. Writing in the preface, he states his specific objective in compiling this wide ranging and authoritative work; namely to produce 'an everyday guide for those whose work involves dealing with the any tax aspects of collective investment'. 'I have again sought,' he says, 'to have Tolley produce a book that I would find useful in my everyday work,' In achieving this aim, Newcombe and his team of expert contributors have managed to cut through the quite astounding complexities of the UK tax regime, which, as he explains 'remains a problem for the UK fund industry', even though there have been certain attempts to simplify it. 'The challenge remains,' he adds 'to provide greater simplicity and thereby reduce the number of pages in this book.' Until that happy day arrives, however, all UK tax advisers will continue to find 'this book' an invaluable and certainly time saving purchase. The book contains much new material, which examines the various changes to collective investment following the implementation of the 2012 Finance Act which has affected all on and offshore funds and a number of other vehicles, including pension funds and life assurance. The chapter concerning the taxation of offshore funds has been completely rewritten following the gradual emergence of an income reporting regime for offshore funds from December 2009. Other chapters examine hedge funds, stamp duty, investment trust companies, UK Real Estate Investment Trust, Pensions and life policies -- to name only a few examples. For those needing to do further research, the book contains extensive tables of cases, statutes and statutory instruments, as well as a lengthy table of abbreviations and detailed index of almost fifty pages at the back -- very handy navigation tool, that -- when you want to look something up in a hurry. Everyone involved in matters pertaining to collective investment, from practitioners to private individuals will certainly benefit from acquiring this concise, yet precisely detailed and very accessible handbook. The publication date is cited as at 23 November 2012.
Views: 122 Phillip Taylor
(www.abndigital.com) ABN's Bronwyn Nielsen speaks with Leon Campher, CEO of the Association for Savings and Investment South Africa, focusing on collective investment schemes quarterly reports.
Views: 182 CNBCAfrica
Pera Mo, Palaguin Mo! Radio Public-service program is hosted by Francisco J. Colayco and co- hosted by Mr. Armand Bengco. The show is an hour long learning program that focuses on the 5 fianancial activities of an individual(earning, planning, saving, investing, spending). Pera Mo Palaguin Mo! airs every Monday 11:00am – 12:00nn in Radio Mindanao Network’s DZXL558. - See more at: http://www.franciscocolayco.com/#sthash.LFdV7m2F.dpuf
Views: 50340 Francisco J. Colayco
Investment Research Manager Sheridan Admans talks about reasons to invest in a fund. ► Visit our website: www.share.com ► Follow us on Twitter: https://twitter.com/TheShareCentre ► Like us on Facebook: https://en-gb.facebook.com/sharecentre/
Views: 376 The Share Centre
What is durable stocks investment? It is probably the safest way to do stock picking if you don't believe in investing in collective investment schemes like unit trust, mutual funds, or ETFs Durable stocks are companies stocks that does really boring stuff...like aluminium cans, garment zippers....(examples in the video, explained) Don't let that fool you. There are companies which are not in the limelight for many stocks investors (or price speculator/manipulators) because they are Boring (read: stocks price does not move a lot) and not Sexy. Yet, they are the 'black horses' because they are silently profitable and getting even more year to year. Because no matter what happen to the economy or stock market or political climate, durable companies' products and services - well the demand for them is not gonna slow down. ***** Click Here To Get All The Details On The Online Program That CF Lieu coaches his clients and banks/financial institutions to construct a sustainable and safe investment portfolio through REIT (Real Estate Investment Trusts) - https://reitmethod.com ★☆★ SUBSCRIBE TO CF LIEU YOUTUBE CHANNEL NOW ★☆★ http://youtube.com/channel/UCN11ZcQ85CsBo8YJoHUp07g?sub_confirmation=1 Check out these Top Trending Playlist: 1.) How to Start Trading & Investing in Bursa Malaysia: https://www.youtube.com/playlist?list=PLQ7ZQik2O1aIA7eeem4tvCM_9bRrzytA1 2.) Make Passive Dividend & Capital Gain from Proper Investing Methodologies - https://www.youtube.com/playlist?list=PLQ7ZQik2O1aKnouSfUBRphT7szPw3yHo4 3.) Max Out Insurance Protection but Pay Minimum Premium - https://www.youtube.com/playlist?list=PLQ7ZQik2O1aJ0acvmZ7RZqrVh9ciPgcv8 CF Lieu is one of the most trusted & respected independent consultant in the financial advisory space in Malaysia. CF’s unique & unconventional angle of financial ‘life’ planning is evident by the title itself in his book - 'Why 99% Financial Advice are Crap - the No Bullshit Approach to do what you're good at, live the life you deserve & enjoy the freedom you desire' CF works exclusively with personal clients who want a more sustainable and safe lifestyle and investment portfolio through REIT (Real Estate Investment Trusts). Check out https://reitmethod.com where he co-founded the educational program with KC Lau. CF Lieu is also one of the rare financial planners or financial advisers who is actually engaged by banks and financial institutions to conduct investment seminars & workshops - like Maybank, RHB, PNB (Permodalan Nasional Bhd), FPAM (Financial Planning Association of Malaysia)...where his audience include CEOs, CFOs, accountants, investment analysts, private bankers, relationship managers etc CF Lieu’s availability to work 1on1 with clients is extremely limited. As such, he's very selective and he is expensive (although it will be FAR less expensive than staying where you are). Many of his clients are seeing a positive return on CF Lieu’s advice in days, not months. See CF’s clients’ testimonials here - https://howtofinancemoney.com/testimonials2/ If you think you might benefit from one-on-one interaction with CF, visit https://cflieu.com ★☆★ WANT TO OWN CF LIEU’s BOOK? ★☆★ 'Why 99% Financial Advice are Crap - the No Bullshit Approach to do what you're good at, live the life you deserve & enjoy the freedom you desire' Go Here go get it - https://howtofinancemoney.com/ ★☆★ NEED SOLID 1on1 ADVICE? ★☆★ Request a call with CF LIEU, but first, enter your details to see if you qualify: https://howtofinancemoney.com/contact/ ★☆★ CONNECT WITH CF LIEU ON SOCIAL MEDIA ★☆★ Instagram: https://www.instagram.com/cflieu1/ YouTube: http://youtube.com/channel/UCN11ZcQ85CsBo8YJoHUp07g?sub_confirmation=1 Facebook: https://www.facebook.com/lieucf #cflieu #getactionableadvice #reitmethod
Views: 703 CF Lieu
Unit trust investment companies recorded stunted growth in their first half year performance this year. The reports show miniature growth of 0.3 percent to 55.2 billion Shillings in 2018 from 55.1 billion shillings in the year 2017. Cooperative insurance company (cic) asset managers, however uniquely stood out for the strongest growth in total assets under management of 21.4 percent. An increase of 2.8 billion shillings. Notable also is that money market funds with a 2.1 percent growth increase are growing fast compared to the overall market. seriani money market, with the most competitive yield fund tops the bar presenting annual yield of 11.62 percent. SUBSCRIBE to our YouTube channel for more great videos: https://www.youtube.com/ Follow us on Twitter: https://twitter.com/KTNNews Like us on Facebook: https://www.facebook.com/KTNNewsKenya For more great content go to http://www.standardmedia.co.ke/ktnnews and download our apps: http://std.co.ke/apps/#android KTN News is a leading 24-hour TV channel in Eastern Africa with its headquarters located along Mombasa Road, at Standard Group Centre. This is the most authoritative news channel in Kenya and beyond.
Views: 196 KTN News Kenya
In this interview, Andrew Ludwig from BLACK ONYX speaks to Iain Power from Truffle Asset Management , who runs the Truffle General equity Fund who talks about tools for a general equity fund (Part 5 of 6). If you wish to learn more about this fund or the manager being interviewed, please contact us via: www.blackonyx.co.za https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX is an alternative investment specialist. We provide an independent platform for boutique asset managers to connect with wealth professionals and assist experienced investors with sophisticated portfolio construction. We believe in using bespoke alternatives to achieve the best risk-adjusted returns. We work harder at identifying the best ideas, with the least correlation, to an otherwise cluttered investment environment. BLACK ONYX represents award winning, FSB regulated boutique asset managers hedge funds and cost efficient structures, while running no public funds of our own. Together we collaborate to optimise your wealth by creating concentrated, uncorrelated, sophisticated, yet simple investment portfolios. BLACK ONYX represents around 30 carefully selected local hedge fund managers, who have undergone multiple layers of independent and institutional due diligence. These managers are selected from a universe of over 1700 funds based on their exemplary performance and approach to risk. In turn, their diverse and specialised strategies are assembled into cost effective CIS structures. Regulated hedge funds offer you accessibility to strictly researched alternative strategies that include: • Long Short Equities • Long Only • Market Neutral • Fixed Income • Multi-Asset • Multi-Strategy • Multi-Manager Individually or collectively these strategies track absolute returns with zero to low correlation to the JSE and their General Equity and Balanced Fund peers, seeking significantly better overall results with substantially less risk over time. Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by Black Onyx and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by Black Onyx. The content of this video is the property of Black Onyx, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than Black Onyx and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx. #AlternativeInvestments, #HedgeFunds, #FundOfFunds, #AbsoluteReturns, #MultiManager, #BoutiqueManager, #FundHub Alternative Investments, Boutique Asset Managers, Hedge Funds (RIHF / QIHF), Multi Managers, Fund of Hedge Funds, Equity Long Short, Long Only, Market Neutral, Fixed Income, Multi-Asset, Multi-Strategy, Property Portfolios, Real Estate Investment Trust (REIT), Private Equity, Discretionary Fund Management (DFM / DIM), Investment Portfolios, Collective Investment Schemes (CIS), Unit Trusts, Exchange Traded Funds (ETF), Fund Hub, Flipboard, LinkedIn, FAIS Act, CPD Points
Mutual Funds have been the preeminent investment option within retirement plans for many years. With CITs (Collective Investment Trust) becoming more and more popular due to lower fees and flexibility, the retirement industry is gradually changing its approach to retirement investing.
Views: 122 Oswald Financial