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Cash, Bonds, Stocks: The Building Blocks of Mutual Fund (Part 2 of 2)

by Carlos Leave a Comment

risk profile

In the Philippines and anywhere else in the world, Managed Mutual Fund would try to mix-and-match assets from Cash Equivalents, Stocks and Bonds to meet their investment Objectives. This technique allows them to come up with Mutual Funds that invest for: Safety, Income and Growth.

Before you invest in a Mutual Fund, it’s best to assess yourself to determine your Risk Appetite and then find a fund whose Investment Objective matches with your style and risk profile.

Find out more on how you can do this by reading Pera Tree’s final installment on the fundamentals of Mutual Funds in the Philippines.

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Consumer Guide, Money Talk, Mutual Funds, Saving and Investing Asset Classes, Bonds, Cash, Cash Equivalents, Equities, Fixed-Income Instruments, Managed Mutual Fund, Mutual Funds Philippines, Securities, Stocks, T-Bills

Cash, Bonds, Stocks: The Building Blocks of Mutual Fund (Part 1 of 2)

by Carlos 5 Comments

Stocks, Bonds, Cash

I pity the guy who invests in stocks directly — picking companies based on their names, just like they do during political elections — without first learning the fundamentals or even asking if there are alternative investments.

For the first time investors, Mutual Funds is the way to go — if going to sleep soundly at night is part of your investment objective!

But first things first! Get to know the fundamentals.

Cash, Bonds and Stocks are the three big Asset Classes that make up the composition of most Mutual Funds in the Philippines.

I’d like to call this article Mutual Funds 101 and this is really for those who are curious about this investment vehicle.

Spread Financial Literacy in the Philippines!

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Consumer Guide, Money Talk, Mutual Funds, Saving and Investing Asset Classes, Bonds, Cash, Cash Equivalents, Fixed-Income Instruments, Mutual Funds Philippines, Stocks

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