Скачать или смотреть How to Read a Mutual Fund Scheme Document?

#personalfinance #mutualfunds

A Scheme Information Document that comes with every mutual fund is written in a language that very few understands, and it’s 100 pages long. Do you really have the time and patience to read through 100 pages of financial data? I don't. However, what if I told you there also exists a simple, three-page document with all the key information you need? And by quickly checking just six factors, you can decide if you have made the right decision by investing in a fund. Let's get started.

Assess funds based on returns, risk, and cost to discover the best fit for your financial goals.
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0:00 Intro
1:21 Scheme Information Document (SID)
1:29 Key Information Memorandum (KIM)
1:47 Fact Sheet
2:21 Investment Objective
3:24 Fund Allocation
4:03 Returns
5:04 Risk
6:55 Cost


*None of this is meant to be construed as investment, tax, or legal advice, it's for entertainment purposes only. The links above include affiliate commissions or referrals. The video is accurate as of the posting date but may not be accurate in the future.