Katie Sykes’ Post

The Premier Miton Strategic Monthly Income Bond fund gets an RSMR rating. The fund is managed by a strong team of managers, credit analysts and dealers, who have developed a unique approach to managing the fund based on a ‘triangle of trust’. The team have consistently applied their coherent investment process since the fund was launched and this has been reflected in the fund’s performance. Find out more about why we rate this fund on the RSMR website: https://lnkd.in/e_JA8jCA And read about the reasons behind the rating in Investment Week: https://lnkd.in/ePmhkaHR #fundrating #investmentresearch #investmentmanagement #premiermiton #incomebond

NEW ASSET CLASSES PROPOSED BY SEBI SEBI has introduced a consultation paper proposing two innovative products under a new asset class. These products combine the benefits of existing mutual fund schemes with Portfolio Management Schemes (PMS), making them accessible to a broader range of investors. • Long-and-Short Equity Fund: This fund combines long-selling and short-selling strategies to maximize returns while mitigating risks. • Inverse Exchange-Traded Fund (ETF): Designed to hedge against market downturns, this ETF moves upwards when the underlying index falls. These new asset classes are designed to offer more robust investment opportunities, ensuring better risk management and the potential for higher returns. To delve deeper into these exciting developments, read our latest blog post #SEBI #assetclasses

Several sector & thematic funds have delivered high returns in the recent past leading to a lot of investor interest. Over the last 12 months, ~1/3rd of Equity MF Net Flows have gone into this segment making it the largest equity category! A lot of NFOs are also getting launched. All this leads to a simple question:  Should You Consider Thematic & Sector Funds for Your Portfolio? Let’s find out... https://lnkd.in/eGVDG9eG

Did you know? The MUTUAL FUND ADVERTISEMENT WARNING STATEMENT- Today’s “Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.” was earlier “Mutual Fund Investments are subject to market risks, read the offer document carefully before investing.” This change happened in the year 2000. SEBI (Mutual Funds) Regulations, 1996, mandated the disclosure of certain information in the Scheme Information Document (SID) and Statement of Additional Information (SAI), in 1996. Also in 2000, SEBI issued guidelines for advertisements by mutual funds, which included the requirement to mention CAGR for the past one, three, five years and since inception. SEBI over time observed the need to emphasize the importance of reading all scheme-related documents, to ensure that investors have access to comprehensive information before making investment decisions. Since then, the Offer Document (OD) got included the Scheme Information Document (SID) and Statement of Additional Information (SAI), which displays more detailed and specific information about the mutual fund scheme. Tell me if I've missed on something! #mutualfund #investment #portfoliomanagement

Whether you are beginning your mutual fund investments, or you have already invested, make sure to analyse the fund with this given checklist. Funds that have been the best performers in the past may not do so in the future. The fund managers keep changing, and so do the investment philosophies. Mutual fund investment is not a "one time invest and forget" scheme. One has to review the fund at suitable intervals. Swipe through the carousel below ➡️ #mutualfund #sebi #mutualfunsahihai #nse #bse

🚀 Ready to invest smarter? Explore the latest NFO opportunities and unlock potential returns. Let's tailor a strategic mutual fund plan to match your financial goals. Message me now to seize this exclusive chance for growth and secure your future prosperity! 📈💼 What is NFO? NFOs are typically launched to capitalize on emerging market trends or investment themes. This provides investors with an opportunity to be part of a new and potentially lucrative investment strategy from the beginning. The fund house unveils a new mutual fund program through a New Fund Offer (NFO). Investors with a low to moderate appetite for risk should choose NFO. Performance: When it comes to the prior performance of the program, the investors have nothing to compare NFO against. However, to understand the fund management philosophy and methodology, customers might examine the performance of other schemes the fund manager runs as well as other methods of the fund house. Fund Utilization: The funds go towards the purchase of Bonds and Stock by AMCs. About this NFO: Investment objective The Scheme seeks to generate long term capital growth by investing in securities of the Nifty Non-Cyclical Consumer Index (TRI) in the same proportion/ weightage with an aim to provide returns before expenses that track the total return of Nifty Non-Cyclical Consumer Index, subject to tracking errors. Fund Benchmark Nifty Non-Cyclical Consumer Total Return Index Minimum investment amounts Minimum for SIP- ₹100 Minimum for 1st investment- ₹500 Minimum for 2nd Investment onwards - ₹500 Want to know more, just drop me a message! #mutualfund #mutualfundsahihai #nfo #savings #investment #goals

Why You Shouldn’t Invest in Mutual Funds Based Solely on Past Performance I want to share a recent case study about one of my investors, who started a #SIP (Systematic Investment Plan) of Rs. 1.20 lacs per month in 2022. I suggested a combination of 8 funds, including small-cap, mid-cap, and thematic funds. Out of these 8 funds, the client wanted to add one fund of his own choice, based on his research, and we agreed. At the start of the investment, the fund the client chose was ranked as the top performer out of the 8 funds. He was confident that it was the best fund and even suggested switching his SIP entirely to that fund, moving away from the thematic fund. I strongly #advised against this decision. Two years later, yesterday, we conducted a portfolio review, and the situation had changed drastically. Out of the 8 funds, the one the client had chosen based on past performance had dropped to the 7th position. This #experience #highlighted the lesson I had shared earlier—never judge a fund purely on its past #performance. The client now understands the critical role a financial expert plays in guiding long-term #financial #planning.

L-QIF: New Innovative Swiss Fund Structure in Practice

Macroeconomic factors, amongst others, influence a portfolio manager’s decision making and fund selection process as they need to be considered when selecting and blending appropriate funds to build the optimal portfolio. In this article, Wade Witbooi, CIPM®, CAIA® details some of the reasons behind the inconsistencies of fund performance over long-term periods. In his words, “Due to external factors beyond a portfolio manager’s control, funds that have outperformed in the past year may not necessarily sustain their success in the following year. Choosing consistently outperforming funds is a formidable challenge due to the dynamic and unpredictable nature of financial markets.” Read his article here - https://lnkd.in/dE_xQUFZ #FundPerformance #FundSelection #GlacierInvest #DFM #DiscretionaryFundManagement

#Coveredcall #ETFs remain in focus to #advisors, and as such, to asset managers. I dive into what happened in April and set the stage for why VettaFi will be talking to experts about these funds on May 30 for our #Alternatives Symposium with Simeon Hyman, CFA Garrett Paolella Eric Granat, CAIA. https://lnkd.in/eiT2aSnW