Let's talk about a mindset transformation opportunity in the financial world! 🌟 Shifting focus from unit trust/mutual funds to securities & derivatives can bring exciting new investment prospects. Did you know that even EPF now has the option to venture into the stock market through the Private Mandate scheme? Private Mandate, or PM, offers a tailored approach by creating customized portfolios for both corporate entities and individuals. Under the guidance of a professional fund manager, clients can explore a diverse range of securities & derivatives including equities, fixed income, bonds, ETFs, and REITs. Private Mandate serves as a crucial initial step for clients looking to delve into the dynamic world of securities & derivatives. It's time to embrace this opportunity for a new investment horizon! 📈💼 #InvestmentOpportunity #FinancialTransformation
Ann Aszawanie’s Post
More Relevant Posts
-
Are active ETFs riskier? Think again. Let’s debunk some common myths about active ETFs. #ActiveETFs #jpmorganassetmanagement Learn more HK: http://spr.ly/6042oIKQp AU: http://spr.ly/6044oIKQn Investment involves risk. Investors should make their independent evaluation or seek independent advice prior to making any investment. This advertisement or publication has not been reviewed by the Securities and Futures Commission in Hong Kong. This material is issued by JPMorgan Funds (Asia) Limited and JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919).All rights reserved.
To view or add a comment, sign in
-
Challenge Day 41 of 90 days of covering finance, industry insights and business lessons Topic: Understanding Contra funds 🎯 - Many fund managers of mutual funds follow different strategies other than following the trends in the stock market - The focus of the fund managers is to look at the investment opportunities where majority of the investors are not investing their capital - Due to the contrary view of the fund managers, the funds that are managed by these techniques are called Contra Funds - The objective of these techniques of the fund manager is to earn superlative returns - Of course with the objective of gaining higher returns comes with the high risk so there is high risk reward ratio in these types of funds - Thus, the Contra funds invest against the market trends and purchases underperforming stocks What are your opinions about the Contra Funds? #contrafunds #challengeday41 #finance #equityresearch
To view or add a comment, sign in
-
Welcome to four new ETFs from J.P. Morgan Asset Management on Xetra ✨: The JPM US Equity Premium Income Active UCITS ETF pursues an active investment strategy, investing in a portfolio consisting mainly of US companies and selling out-of-the-money call options to generate additional income. In return, the unlimited upside potential of the equity portfolio is foregone. The written call options on equities or equity indices, usually on the reference index, are adjusted weekly to the changing market environment. The S&P 500 Index is the benchmark. The JPM Nasdaq Equity Premium Income Active UCITS ETF pursues the same approach, but uses the Nasdaq-100 as the reference index. Both funds are available to investors in an accumulating and distributing share class. https://lnkd.in/e6ixxKfn #etfs #xetratrading
To view or add a comment, sign in
-
Dive deeper to discover how ETFs are created, priced and who’s driving their success. #ETFsExplained #ETF #Investing #jpmorganassetmanagement HK: http://spr.ly/6045m2GTX AU: http://spr.ly/6047m2GTZ Investment involves risk. Investors should make their independent evaluation or seek independent advice prior to making any investment. This advertisement or publication has not been reviewed by the Securities and Futures Commission in Hong Kong. This material is issued by JPMorgan Funds (Asia) Limited and JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919).All rights reserved.
To view or add a comment, sign in
-
Broaden your ETF knowledge by watching this 1-minute video to understand the differences between active and passive ETFs, and how to ride on J.P. Morgan’s active expertise to achieve your goals. Let our #ActiveETF Insights help you make informed decisions in every stage of your investment journey. For more ETF insights, please see: https://lnkd.in/gKYqXTDJ Investment involves risk. Investors should make their independent evaluation or seek independent advice prior to making any investment. Diversification does not guarantee investment returns and does not eliminate the risk of loss. This advertisement or publication has not been reviewed by the Securities and Futures Commission in Hong Kong. This material is issued by JPMorgan Funds (Asia) Limited. All rights reserved.
How should you choose between active and passive ETFs?
To view or add a comment, sign in
-
Equity Mutual Funds Equity mutual funds are investment vehicles that pool money from multiple investors to purchase diversified stock portfolios. These funds offer a way for individuals to participate in stock market growth without directly managing individual stocks. Key features include professional management, diversification, accessibility, and liquidity. While they offer potential for higher returns, they also carry risks such as market volatility. Types of equity funds vary based on company size, sector, or geographic focus. Investors should consider their financial goals and risk tolerance when selecting these funds. #WiseFinserv #WFS #MutualFunds #equitymutualfundsforlongterm #equitymutualfundssip #equitymutualfundsahihai #equitymutualfundsinvestment #investmentstrategies #investment
To view or add a comment, sign in
-
Active Momentum Mutual Funds are funds that focus on investing in stocks or assets demonstrating strong upward price momentum. These funds are actively managed by fund managers who use a combination of quantitative models and qualitative judgment to identify securities expected to continue performing well based on recent trends.
To view or add a comment, sign in
-
The Flagship IP Worldwide Flexible Fund of Funds is a fund worth talking about! Flagship Asset Management provides further compelling reasons in the post below. #globalinvestments #investments #wealth #moneymanagement
We have been talking about our Flagship IP Worldwide Flexible Fund of Funds recently, why? It's not every day you find a fund with a 21-year history of outperforming SA inflation + 5%, returning 13% per annum over that period. A fund that is diversified both geographically, across global managers and investment styles. A fund where the allocation to different asset classes is carried out in robust manner by a manger with specialist macro-economic expertise. We believe this is worth talking about. #globalinvestments #investments #wealth #moneymanagement
To view or add a comment, sign in
-
New bond ETF from AXA Investment Managers on Xetra! The new AXA ETF pursues a passive investment strategy and tracks the performance of the ICE BofA 0-1 Year US Treasury Index. The Fund invests in US dollar-denominated debt securities issued by the US government in its domestic market with a maturity of less than one year. The fund must invest in at least six different bonds, representing not more than 30 per cent of net assets. The ETF can be traded in euros as well as in US dollars, considering the corresponding ticker. https://lnkd.in/eMkc7Z4n #etfs #xetratrading
To view or add a comment, sign in
-
These 2 sectoral mutual fund categories offer single digit returns in 3 years Technology and international mutual funds showed single-digit average returns over three years, with 9.92% and 5.59% respectively. These high-risk categories are unsuitable for inexperienced investors due to their volatility.
To view or add a comment, sign in