Suitability: Beginner Investors (no previous investing experience)
Course Times: One Day, 9 AM – 5 PM
Payment Arrangements: Full payment must be made prior to course starting date
About this course:
- In-person or live via Zoom
- 1 full day, 7 hours
- 1 hour lunch & networking
Outcome:
This course on Mutual Funds and Investment Trusts offers a comprehensive introduction to these investment vehicles, covering essential concepts and practical applications. Participants will learn about the structure and benefits of mutual funds, as well as the differences between OEICs, Unit Trusts, and Investment Trusts. The course will also explore various investment platforms, providing guidance on choosing the right one based on fees, user experience, and available options. Additionally, attendees will be introduced to fund and trust screeners, essential tools for filtering investments based on specific criteria, and will gain insights into reading Key Investor Information Documents and Factsheets.
In-depth sessions will focus on screening OEICs, Unit Trusts, and Investment Trusts, highlighting the criteria to consider, such as performance, fees, and fund manager reputation. Participants will learn practical techniques for achieving portfolio diversification and explore various investment strategies employed by mutual funds and trusts, including active vs. passive management and growth vs. value investing. The course will also cover the process of selling funds, discussing important considerations like exit fees and market conditions to help investors make informed decisions.
The course culminates in a Q&A session, providing an opportunity for participants to address their specific questions and concerns. Overall, the course aims to equip participants with the knowledge and skills needed to effectively invest in mutual funds and investment trusts, optimising their investment outcomes through informed decision-making and strategic planning.