03500nam 2200577 a 450 991083030680332120170809164635.01-119-20886-61-280-83948-197866108394830-470-51019-6(CKB)1000000000356702(EBL)291010(OCoLC)127124562(SSID)ssj0000182767(PQKBManifestationID)11166899(PQKBTitleCode)TC0000182767(PQKBWorkID)10172003(PQKB)11781089(MiAaPQ)EBC291010(CaSebORM)9780470062036(EXLCZ)99100000000035670220070122d2007 uy 0engur|n|---|||||txtccrAn introduction to mutual funds worldwide[electronic resource] /Ray Russell1st editionHoboken, N.J. Wiley20071 online resource (199 p.)Description based upon print version of record.0-470-06203-7 Includes bibliographical references and index.An Introduction to Mutual Funds Worldwide; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: INTRODUCTION; 1.1 COLLECTIVE INVESTMENT; 1.2 HISTORY; 1.3 CONSTRUCTION AND AUTHORISATION; 1.4 GROWTH AND DEVELOPMENT; Chapter 2: THE MANAGEMENT OF FUNDS; 2.1 WHO RUNS MUTUAL FUNDS?; 2.2 WHAT'S IN A NAME?; 2.3 BENEFITS OF MUTUAL FUNDS; 2.4 USES OF MUTUAL FUNDS; 2.5 RANGE OF INVESTMENT AIMS; 2.6 PERFORMANCE STATISTICS; Chapter 3: REGULATION; 3.1 BACKGROUND AND PURPOSE; 3.2 THE PROCESS OF AUTHORISATION; 3.3 FUND MANAGEMENT; 3.4 MARKETING; 3.5 ADMINISTRATION; 3.6 INVESTOR PROTECTIONChapter 4: CONSTITUTION AND CONSTRAINTS4.1 ESTABLISHMENT, SET-UP AND CHANGES; 4.2 SCHEME DOCUMENTS; 4.3 LAUNCH PROCEDURES AND PRACTICES; 4.4 RUNNING THE FUND; 4.5 CHARGES; 4.6 TERMINATION/WINDING-UP; Chapter 5: FUND MANAGEMENT; 5.1 INVESTMENT POLICIES AND OBJECTIVES; 5.2 INVESTMENT RESTRICTIONS; 5.3 BORROWING AND GEARING; 5.4 UNDERWRITING; 5.5 STOCKLENDING; Chapter 6: MARKETING; 6.1 AUTHORISATION; 6.2 CROSS-BORDER/INTERNATIONAL MARKETING; 6.3 DISTRIBUTION CHANNELS; Chapter 7: ADMINISTRATION; 7.1 INVESTMENT PORTFOLIO; 7.2 VALUATION, PRICING AND DEALING; 7.3 INVESTORS/PARTICIPANTS7.4 COMMUNICATING WITH INVESTORSChapter 8: TAXATION; 8.1 INTRODUCTION; 8.2 THE FUND; 8.3 THE INVESTOR/PARTICIPANT; GLOSSARY OF INDUSTRY TERMS; USEFUL CONTACTS; INDEXThis guide explains what mutual funds are, how they have developed and how they are used, regulated and administered across the globe. Both open-ended and closed-ended funds are described and the differences between the international markets, particularly USA, Europe and UK are addressed. Written by successful trainer and consultant, Ray Russell, the material reflects the growth and importance across the globe of mutual funds as a means of investing in worldwide economic development, whether to build a fund for retirement or otherwise. Readers will gain a basic appreciation of Mutual funds iMutual fundsMutual funds.332.632785.30bclRussell Ray1944-1695387MiAaPQMiAaPQMiAaPQBOOK9910830306803321An introduction to mutual funds worldwide4074599UNINA