RSMR’s 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/en8BiGK9 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

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

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

📅#ILAevents Several important nuggets of information were given to participants at the 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱𝘀 – 𝗹𝗮𝘁𝗲𝘀𝘁 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 breakout session at the Directors' Day. Some of this information resulted from a recent meeting between ILA’s Investment Fund Committee and the CSSF. Among the topics discussed: 🔹Conflicts of interest 🔹Costs and fees 🔹Refinancing alternatives 🔹Managing retailisation 🔹Sign up on #eDesk 🔹#AML checks on non-supervised funds 🔹Update the #RBE Read the full article here 👉 https://lnkd.in/eRQvve49 #Directorsday2023 #Fund #Governance #Corpgov 

Hear from Joe Hawkes, CFA, Deputy Head of Investments at CCLA, and a portfolio manager of our Better World Global Equity Fund, on our overarching investment philosophy and running a diversified portfolio.   Joe also talks about: ◾ what we mean by Good Investment ◾ what makes the CCLA Better World Global Equity Fund different from its peers ◾ current opportunities in global equity investing. Watch the interview with Portfolio Adviser here.   https://lnkd.in/ekgUph8u #equityinvesting #globalequity #betterworld

L-QIF: New Innovative Swiss Fund Structure in Practice

Theme: NFO - New Fund Offer (2) Things to check in NFO: NFOs are brand-new mutual funds. So there is no track record or history you can check before investing. This makes it difficult to invest in NFOs. One interesting way to judge NFOs is to look at the fund manager who will manage the NFO after the launch. What is the fund manager’s track record like? How are his/her other mutual funds doing? This can give an indication but is not a sure-shot way of knowing if an NFO will do well. Investors should also carefully read the NFOs SID (Scheme Information Document) to understand how the NFO will invest. At the same time, keep in mind that investing in NFOs is not mandatory. You can always invest in mutual funds with a track record that are easier to judge.

Everyone’s talking about interval funds, the #alts phenomenon helping to increase retail investor access to the world of non-traded products. But how much do you really know about them? Interval funds are perpetual, continuously offered, and combine features of both traditional mutual funds and listed closed-end funds. To help investors and advisors learn more about #intervalfunds, AICA has put together a primer describing: -> How they work -> Interval fund strategies -> Interval fund sponsors -> Potential benefits and risks Visit our website today to access our paper on interval funds: https://lnkd.in/dW3EY89F