Closed-End Fund Association’s Post

After a tumultuous 2023 finished on a brighter note for our Tenax Absolute Return Fund, James Mahon, Fund Manager and joint-CIO, looks at how the Fund’s asset mix has changed over the year. #churchhouse #fundmanagement #finance #multiasset #investing https://lnkd.in/gwTYJ8zc

In this update for investors in our Tenax Absolute Return Strategies Fund, James Mahon reviews some of the key movements in 2023... #investmentmanagement #portfoliomanagement #fundmanagement

John Biccard, Portfolio Manager of the Ninety One Value Fund, argues that “SA Inc” shares offer great value at the moment, but that conviction and courage are required to tune out all of the negative noise. A value investor sees the future for what it is – uncertain. We start our analysis when there are low expectations (often no expectations) and wait for the future to unfold. #JSE #valueinvesting #investing

#Attention to investors selecting mutual fund #schemes based on past 3-year #returns: As you can see from the image, the top-performing funds from 2015-17 are not the same as the top performers in 2018-20. Many funds that led in the past have fallen behind due to changes in #sector performance. I always #advise my #investors to never choose a fund solely based on its past returns. #Instead, we select funds based on a comprehensive evaluation of other important factors. #Connect with us for effective financial goal planning.

Sebi tells mutual funds to protect smallcap investors from market froth https://lnkd.in/gHyuVwSp Download Economic Times App to stay updated with Business News - https://lnkd.in/ebiEmyZ5

Midcap funds are mutual funds that primarily invest in medium-sized companies. These funds aim to balance growth potential with stability, offering higher returns than large-cap funds but with less risk than small-cap funds. They can provide diversification and exposure to companies in their expansion phase. However, midcap funds may experience more volatility than large-cap funds and require a longer investment horizon for optimal results. Explore basket of top midcap funds - https://onelink.to/23qa63 #mutualfunds #wealthmanagement #investmentapp #personalfinance #way2wealth #purse

Following a positive month for our Tenax Absolute Return Strategies Fund's equity holdings, and a fixed/floating interest portion already yielding 6%, James Mahon, joint-CIO and Fund Manager, reveals changes made to the portfolio's asset mix this month. #churchhouse #fundmanagement #investing #centralbanks #fixedincome #finance https://lnkd.in/eKUYRtVS

Demystifying REITs: Understanding Real Estate Investment Trusts 🌆📈 Real Estate Investment Trusts (REITs) are powerful vehicles for investing in real estate. Here's how they work and their benefits: 🏗️ Structure: REITs pool money from multiple investors to purchase and manage income-generating real estate. They can be publicly traded or private. 💰 Regular Income: REITs are required to distribute at least 90% of their taxable income to shareholders, often leading to regular dividend payments. 📊 Diversification: Investing in a REIT allows investors to gain exposure to a diversified portfolio of real estate assets, reducing risk. 🔄 Liquidity: Publicly traded REITs offer the benefit of liquidity, making it easier to buy and sell shares Discover how REITs can enhance your investment strategy in our USP Marketplace. For detailed information, please refer to our Private Placement Memorandum. #REITs #RealEstateInvesting #IncomeGeneration #USP #USPIO #FinancialDiversification

Are You A Small Cap Mutual Fund Investor? In the past few days, there has been a lot of discussion about small and mid-sized company stocks. SEBI mentioned that they are going to come up with a formal stress test disclosure format for mutual funds. The purpose of this is to determine the time required for mutual fund schemes to exit their portfolio in times of stress or redemption pressure. Yesterday, the small-cap index is down 5% to a 12-week low. Do you have investments in small-cap and mid cap funds? Here are a few steps you can take: Evaluate Your Investment Timeframe:- Did you invest in these funds for quick gains? Small and mid-cap funds are generally suited for longer investment horizons, as they can weather market fluctuations better over time. Review Your Risk Appetite:- Before making any decision, assess your risk tolerance. Are you comfortable if your midcap and small-cap funds become volatile and give negative? Talk to your financial advisor. Analyze Your Asset Allocation:- Understand the current percentage of your portfolio invested in small and mid-cap stocks. This will help you determine if you are exposed beyond your comfort level. Consider Rebalancing:- If your small and mid-cap allocation exceeds your risk tolerance, you can rebalance it to return to your original allocation. Increase Cash Reserves:- Maintain an adequate emergency fund to cover unexpected expenses. This can prevent you from selling your investments at a loss during a downturn. Market Research:- Keep updated on economic news, industry trends, and market analyses. This will help you make informed decisions about your investments. Consult Your Advisor:- Whenever you don't know what to do, it would be best to consult your financial planner. He or she can guide you based on your circumstances and risk tolerance. Don't forget to follow Yogesh Kshirsagar more such insights. #investment #smallcap #midcap #sebi

Despite dropping market shares in the Swedish mutual fund market, Handelsbanken saw ”good” inflows to its index and Paris-aligned benchmark funds, says Magdalena Wahlqvist Alveskog, CEO of Handelsbanken Fonder . “Most of it is explained by a reallocation from our discretionary management within the fund company which has created outflows from some of our funds to external funds. And that’s because the asset allocation team has reallocated to some investment strategies that we don’t have in Handelsbanken Fonder,” she tells AMWatch. #nordic #sweden #handelsbanken #fundmanagement #mutualfunds #esgfunds #esginvesting #assetmanagement #assetmanager