Chris Wealth Management Private Limited’s Post

🌟 Understanding Mutual Fund categories for various Investors 🌟 Investing can be a complex journey, but recent changes in mutual fund categorization have made it easier for investors to navigate their options. Here are some key benefits: Simplified Fund Selection -Choosing funds based on category, goals, and risk appetite is now more straightforward. Consistent Fund Objectives -Fund characteristics cannot change without investor notification, ensuring transparency. Standardized Equity Fund Classification -Market capitalization now uniformly defines large-cap and mid-cap funds, reviewed semi-annually. Clear Debt Fund Labels -Debt funds are... https://lnkd.in/g7teavRn

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

🚀 Exciting news - The market regulator is proposing a **new asset class** to bridge the gap between Mutual Funds and PMS. This innovative class aims to offer investors a regulated product with higher risk-taking capabilities and a higher ticket size. The goal? To curb the spread of unregistered and unauthorized investment products. 📈💼 https://lnkd.in/dH-A2-Yg Stay tuned for more updates! #Investment #SEBI #FinanceNews

Why Equity Mutual Fund Schemes are the best option for long-term capital? A few facts from the analyst report. 📌  99.6% of the Mutual funds have beaten FD Returns 📌 68% of mutual funds have generated more than 15% CAGR 📌 No Mutual Fund scheme has given negative returns.

Balanced funds are known to give both edge and leverage in a portfolio mix A mix of equities & money market instruments, it’s objective is capital appreciation & income generation

There's lots of confusion about the different types of funds and what one should be invested in: Mutual funds are funds that are traded on the primary market - directly between the issuer of the fund and its buyers/sellers. Costs of mutual funds include the fund's expense ratio and, depending on the share class in question, a front-load sales charge (commission) or contingent deferred sales charge (essentially a surrender-charge). Generally speaking, they are actively managed. Exchange traded funds (ETFs) are funds that are traded on an exchange. This structure gives them a lot of advantages of mutual funds, including being far more tax-efficient. The only cost of an ETF is its expense ratio. Generally speaking, they are passively managed. Index funds are funds (either mutual funds or, more commonly, ETFs), which track an index. They are typically the least expensive fund you could purchase. For the most part, I prefer a diversified mix of stock and bond index funds in the form of ETFs. Index funds have a long history of ourtperforming active investment, plus they have the added benefit of being more tax-efficient and less expensive.

ESMA has just published two Consultation Papers on the characteristics of Liquidity Management Tools (LMT). The draft RTS and guidelines introduce long-awaited provisions on the availability and use of LMTs under the revised UCITS and AIFMD Directives. ESMA is now consulting on how to apply these provisions so as to contribute to the strengthening of the EU regulatory and supervisory regime for investment funds. Share your input by the 8th of October! https://lnkd.in/dteBKUkn #UCITS #AIFMD

Passive Mutual Fund :- A passive mutual fund tracks a market index, like the Nifty, Bank Nifty etc. aiming to mirror its performance. It offers a cost-effective, low-maintenance investment strategy with broad market exposure. By avoiding active management, these funds reduce fees and risks tied to human judgment. Ideal for long-term investors seeking consistent, market-based returns, passive funds provide diversification and simplicity. While they lack the potential to outperform the index, their steady approach often suits those prioritizing stability over speculation. # Stay Investor

Read our article about supporting evolutions in the Private assets fund industry.