Gabrielle H.’s Post

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

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

Let’s dive into alpha - not the alpha male or Gen Z-Alpha, but the kind that matters in investing! Alpha measures a fund's performance relative to its benchmark index. A positive alpha indicates that the fund has outperformed the market, while a negative alpha suggests underperformance. Alpha reflects the value added (or subtracted) by the fund manager's investment decisions. Explore thousands of Mutual funds on https://onelink.to/23qa63 #mutualfunds #wealthmanagement #investmentapp #personalfinance #way2wealth #purse

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

Looking into the DNA of Balanced Asset Mutual Funds: A Safe Bet for Risk-Aware Investors Investors want a mix of stability and growth without diving too deeply into the high risks of equity-heavy portfolios. For such investors, Balanced Mutual Funds can be the perfect solution. Read More : https://lnkd.in/gwratW9t #nexgenlifesolutions #mutual-fund #balanced

🌟 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

Investment alternative. What is it? This is a financial instrument that provides limited liquidity. They differ from regular financial assets in that they provide better risk-adjusted returns, to protect investments in the case of stock market volatility. This boosts the longevity of investors' portfolios. Examples of alternative investments are hedge funds, private equity derivatives contracts, managed futures, real estate, commodities, and venture capital, to mention a few. Do you think alternative investments can help investors reduce overall risks? Please let us know in our comment section below. Find more here: https://heyor.ca/DrtHTP #InvestmentAlternatives #HedgeFunds #PrivateEquity #VentureCapital

Lance Zinman, Partner and Global Chair, Financial Markets and Funds; Wendy Cohen, New York Managing Partner and Co-Chair, Investment Management and Funds; Allison Yacker, Partner and Co-Chair, Investment Management and Funds; and Henry Bregstein, Partner and Chair, Alternative Products authored the "Investment Funds 2024 – USA" chapter for Chambers Global, presented by Chambers and Partners. The chapter highlights significant changes from the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) to the regulatory regime for private fund operations. #InvestmentFunds #FinancialMarkets #SEC #CFTC #PrivateFunds

Mutual fund managers, are you keeping pace with the latest industry trends? January 2024 saw significant shifts, with total assets reaching $25.66 trillion. From a surge in bond fund inflows to the popularity of money market funds, discover how these trends can impact your strategies. Are you prepared to discuss your products in any market environment? #MutualFunds #InvestmentTrends #FinancialPR #KnowYourStory https://hubs.la/Q02qQ4Q00

Lance Zinman, Partner and Global Chair, Financial Markets and Funds; Wendy Cohen, New York Managing Partner and Co-Chair, Investment Management and Funds; Allison Yacker, Partner and Co-Chair, Investment Management and Funds; and Henry Bregstein, Partner and Chair, Alternative Products authored the "Investment Funds 2024 – USA" chapter for Chambers Global, presented by Chambers and Partners. The chapter highlights significant changes from the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) to the regulatory regime for private fund operations. #InvestmentFunds #FinancialMarkets #SEC #CFTC #PrivateFunds