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Investors Trust Platinum Plan: ACCESS TO A WIDE RANGE OF MUTUAL FUNDS COVERING ALL AVAILABLE OPTIONS FOR THE INTERNATIONAL INVESTOR Platinum offers the international investor all of the attributes of a world-class asset management account. Platinum is designed to tailor each investment portfolio to meet unique requirements. KEY BENEFITS: - Wide range of investment options - Security through the safe and private custody of assets - Online account access - Ability to change investment strategies online - Facility to receive regular income from portfolio - Different plans to choose from - Available in multiple currencies - Liquidity Flexibility: Platinum offers the investor ability to change their investment portfolio at any time. Their portfolio can be rebalanced to suit their current needs by consulting with their financial advisors. Liquidity: Investors wishing to receive periodic income can structure their plan to receive a preset income stream from their portfolio. Also, the Platinum offers the flexibility of being able to borrow against their investment portfolio. A borrowing facility is useful for situations when a timing difference could affect their ability to take advantage of market opportunities. To learn more about this plan, kindly DM:

Investors Trust Platinum Plan: ACCESS TO A WIDE RANGE OF MUTUAL FUNDS COVERING ALL AVAILABLE OPTIONS FOR THE INTERNATIONAL INVESTOR Platinum offers the international investor all of the attributes of a world-class asset management account. Platinum is designed to tailor each investment portfolio to meet unique requirements. KEY BENEFITS: - Wide range of investment options - Security through the safe and private custody of assets - Online account access - Ability to change investment strategies online - Facility to receive regular income from portfolio - Different plans to choose from - Available in multiple currencies - Liquidity Flexibility: Platinum offers the investor ability to change their investment portfolio at any time. Their portfolio can be rebalanced to suit their current needs by consulting with their financial advisors. Liquidity: Investors wishing to receive periodic income can structure their plan to receive a preset income stream from their portfolio. Also, the Platinum offers the flexibility of being able to borrow against their investment portfolio. A borrowing facility is useful for situations when a timing difference could affect their ability to take advantage of market opportunities. To learn more about this plan, kindly DM:

Investors Trust Platinum Plan: ACCESS TO A WIDE RANGE OF MUTUAL FUNDS COVERING ALL AVAILABLE OPTIONS FOR THE INTERNATIONAL INVESTOR Platinum offers the international investor all of the attributes of a world-class asset management account. Platinum is designed to tailor each investment portfolio to meet unique requirements. KEY BENEFITS: - Wide range of investment options - Security through the safe and private custody of assets - Online account access - Ability to change investment strategies online - Facility to receive regular income from portfolio - Different plans to choose from - Available in multiple currencies - Liquidity Flexibility: Platinum offers the investor ability to change their investment portfolio at any time. Their portfolio can be rebalanced to suit their current needs by consulting with their financial advisors. Liquidity: Investors wishing to receive periodic income can structure their plan to receive a preset income stream from their portfolio. Also, the Platinum offers the flexibility of being able to borrow against their investment portfolio. A borrowing facility is useful for situations when a timing difference could affect their ability to take advantage of market opportunities. To learn more about this plan, kindly DM:

Investors Trust Platinum Plan: ACCESS TO A WIDE RANGE OF MUTUAL FUNDS COVERING ALL AVAILABLE OPTIONS FOR THE INTERNATIONAL INVESTOR Platinum offers the international investor all of the attributes of a world-class asset management account. Platinum is designed to tailor each investment portfolio to meet unique requirements. KEY BENEFITS: - Wide range of investment options - Security through the safe and private custody of assets - Online account access - Ability to change investment strategies online - Facility to receive regular income from portfolio - Different plans to choose from - Available in multiple currencies - Liquidity Flexibility: Platinum offers the investor ability to change their investment portfolio at any time. Their portfolio can be rebalanced to suit their current needs by consulting with their financial advisors. Liquidity: Investors wishing to receive periodic income can structure their plan to receive a preset income stream from their portfolio. Also, the Platinum offers the flexibility of being able to borrow against their investment portfolio. A borrowing facility is useful for situations when a timing difference could affect their ability to take advantage of market opportunities. To learn more about this plan, kindly DM:

Investors Trust Platinum Plan: ACCESS TO A WIDE RANGE OF MUTUAL FUNDS COVERING ALL AVAILABLE OPTIONS FOR THE INTERNATIONAL INVESTOR Platinum offers the international investor all of the attributes of a world-class asset management account. Platinum is designed to tailor each investment portfolio to meet unique requirements. KEY BENEFITS: - Wide range of investment options - Security through the safe and private custody of assets - Online account access - Ability to change investment strategies online - Facility to receive regular income from portfolio - Different plans to choose from - Available in multiple currencies - Liquidity Flexibility: Platinum offers the investor ability to change their investment portfolio at any time. Their portfolio can be rebalanced to suit their current needs by consulting with their financial advisors. Liquidity: Investors wishing to receive periodic income can structure their plan to receive a preset income stream from their portfolio. Also, the Platinum offers the flexibility of being able to borrow against their investment portfolio. A borrowing facility is useful for situations when a timing difference could affect their ability to take advantage of market opportunities. To learn more about this plan, kindly DM:

What type of investor are you? A person who invests in shares acquires a stake in a company, becomes a shareholder and receives a portion of the profits distributed (dividend). A person who purchases bonds becomes a creditor of the issuing company, public body or government and is remunerated with a coupon (interest). It is possible to invest in both types of instrument via investment funds; these are financial instruments that pool savers' money, which is managed as a single major asset. Investment funds hold multiple securities and are therefore diversified by nature. Read the interview with Pietro Codoni, portfolio manager at our Bank, to find out more about the Asset Management service: https://lnkd.in/eM9NYV2c. - Communication intended for Swiss residents only.

How to Choose the Right Mutual Fund? A Comprehensive Guide How to Choose the Right Mutual Fund? A Comprehensive Guide How to Choose the Right Mutual Fund? A Comprehensive Guide When you invest your money in mutual funds, you want higher returns. This is the main reason why people invest in mutual funds rather than traditional investments like Fixed deposits and bonds. So as an investor, you may feel that how do I choose the right mutual funds? While selecting the best mutual fund, you need to keep in mind various parameters like risk tolerance, returns expectations, investment horizon, expense ratio, fund manager etc. These parameters help you in deciding the best mutual fund for you. What are Mutual Funds? A mutual fund is a pool of money created by collecting money from several investors who have a common investment objective. This collected money is invested in equities, bonds, money...https://lnkd.in/guWZ7fmB

Investing in mutual funds for the long term horizon.🌱 📉 Investing in mutual funds for the long term can be a smart strategy for building wealth over time. While past performance is not indicative of future results, historical data shows that mutual funds have the potential to provide attractive returns over the long term. On average, mutual funds have historically returned around 10-14% annually over the long term. However, it's important to note that returns can vary significantly depending on the type of mutual fund, the market conditions, and the specific investments within the fund. It's also important to consider that mutual funds come with risks, including market volatility and the potential for loss of principal. Diversifying your investments across different types of mutual funds can help mitigate some of these risks and potentially improve your overall returns over the long term. Ultimately, investing in mutual funds for the long term requires patience, discipline, and a long-term perspective. By staying invested and regularly contributing to your funds, you can potentially benefit from the power of compounding and achieve your long-term financial goals. So what are your views on investing in mutual funds for the long term horizon 🤔? #mutualfundssahihai #investingstrategy #mutualfundsip #investinginsights #growthequity Connect Shweta Prajapati for more.

Event Voice 🗣: Your Questions❓Answered by Aegon Asset Management at the Fixed Income Market Focus Event. Mark Benbow gives an overview of the Aegon High Yield Bond strategy and the outlook for the high yield market 👉 https://incm.pub/3VBXKlB #investing #assetmanagement #wealthmanagement #finance

Day 8/30 of breaking down complex financial topics in simple language. Let’s know about the expense ratio of a mutual fund today. The expense ratio of a mutual fund represents the annual cost of managing the fund, expressed as a percentage of the fund's average assets under management (AUM). It includes various fees, such as management fees, administrative fees, and other operating costs. Example- Let's say you have invested in a mutual fund with the following characteristics: - Total assets under management (AUM): $10 million - Annual operating expenses: $150,000 To calculate the expense ratio, we use the formula: Expense Ratio = Annual Operating Expenses / Average AUM In this case: Expense Ratio = 150,000 / 10,000,000 = 0.015 = 1.5% So, the expense ratio for this mutual fund is 1.5%. How It Affects Investors- If you invest $10,000 in this mutual fund, the expense ratio tells you how much of your investment will go toward covering the fund's operating expenses each year. Annual Cost = Investment * Expense Ratio For a $10,000 investment: Annual Cost = 10,000 * 0.015 = 150 This means that $150 of your $10,000 investment would be used to cover the fund's expenses over the year. The remaining amount would be subject to market gains or losses. The lower the expense ratio, the more of your investment goes toward actual growth rather than covering costs. #Investing #RiskManagement #SimpleFinance #Investopedia